Key Features
to Keep You
Organized and Secure
See how it works ▸
15 Branches to Organize Your Life
My Banyan Life is a comprehensive organizing tool, and offers 15 categories or branches, to organize your most vital information. From Estate Plans, Health Records, Banking & Investment Account information, to mortgage, insurance and other real estate details, and even Legacy Wishes, everything is structured, secure, and easily accessible. Enjoy features like:
- Sharing information securely with your Inner Circle
- Allow user-defined access to family, friends, and trusted advisors
- Downloadable articles & checklists for the unexpected
- Wide variety of reports from branches and topics
- Notifications of upcoming due dates and renewals
Effortless Integration for a Life Well-Organized
My Banyan Life integrates effortlessly into your daily routine, acting as your personal assistant for life’s most important tasks. It keeps you on track by reminding you about important deadlines: when your passport is about to expire, when your insurance needs renewal, or when it’s time to schedule an oil change for your car. With our TO DO feature, you can easily be reminded of upcoming doctor appointments, birthdays, and essential updates to your vital documents. Designed to grow with you, like the banyan tree, it assures you that everything you need is ready amidst the challenges of everyday life.
No Tech Skills? No Problem! My Banyan Life is Simple & Easy to Use
You don’t need to be a computer expert to use My Banyan Life. We designed it for simplicity—so you can easily organize, update, and share your important information without frustration. Everything is clear, user-friendly, and built for real people, not tech pros. If you can browse the internet, you can use My Banyan Life!
- Simple, step-by-step navigation
- Helpful tutorial videos to guide you
- Personalized dashboard to keep everything in one place
- Easy data entry with 75+ drop-down menu options to guide you
- Easily upload photos & documents
- Quickly export reports & track progress
- One-click sharing with family & advisors
- Built-in To-Do list & calendar for reminders
- 24/7 secure access from any device
My Banyan Life is Safe and Secure
Your privacy and security are our top priorities. We use HIPAA-certified protection, AES 256-bit encryption, and advanced authentication measures to keep your information safe. With complete control over who can access your data, you can share with confidence, knowing your documents are protected by the highest security standards.
- Two-factor authentication
- AES 256-bit data encryption
- HIPAA-certified
- Hosted in USA, AWS Cloud Security
- Personal control over Inner Circle access
