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Meet LIV

Your LifeSpot AI Assistant

She knows your account — your members, documents, calendar, professionals, and estate plan — and answers questions about your data instantly, with links to manage it.

How LIV Thinks

LIV doesn't just chat — she reasons about where your answer lives. Every question takes one of three paths, chosen automatically:

Instant Answers

For clear personal-data questions, LIV reads your account directly — no guessing, no waiting. You get the exact answer with a From your records badge so you know it's real data.

  • “When is John Doe's birthday?”
  • “Who are my emergency contacts?”
  • “Which members are missing birthday info?”
  • “What has my brother shared with me?”

Smart Lookups

For broader questions, LIV calls dedicated tools that read your profile, members, documents, gallery, calendar, financials, professionals, and estate readiness — then composes a natural answer.

  • “Who handles my investments?”
  • “What documents have I stored?”
  • “What's coming up on my calendar?”

Reasoning & Advice

For concepts, drafts, and judgment calls, LIV answers conversationally — with your LifeSpot context already loaded.

  • “What should I ask my attorney about my will?”
  • “Help me write a letter to my executor.”
  • “What does a power of attorney do?”

What LIV Can Do

Know your people

Members, family, spouses, children, pets, executors, trustees, guardians, emergency contacts, and professionals — attorneys, doctors, advisors. She distinguishes your data from their data, and tells you who a missing field belongs to.

Remember the conversation

Ask “who are my emergency contacts,” then “when are their birthdays” — she knows who their is. She remembers documents too: “what's in that document?” opens and analyzes the actual file.

Find what's missing

“Which members don't have birthdays saved?” “What key roles are unassigned?” — then links you to the exact screen to fix it.

Rank, filter, and combine

Next birthday, youngest or oldest member, and compound questions like “how many members do I have and who's next?” — both halves answered.

Read your documents — shared ones too

Stored files get attached and analyzed by name — ask “what's in that document” right after she lists your files. And when a member shares a file with you, she opens their exact document.

Guide you forward

Every answer includes tappable action buttons and suggested follow-up questions, so you're never left at a dead end.

What LIV Won't Do (by design)

  • Guess about your data. If a record or field doesn't exist, she says so and links you to where to add it — never a fabricated answer.
  • Expose your data. Every account is private to its owner — a signed-in user can only ever see their own LifeSpot, never anyone else's. Visitors get a login prompt, and the only thing a member sees is what the account owner explicitly chooses to share — and sharing only ever covers documents and posts, never another person's account finances.
  • Waste your time. Internal questions don't trigger pointless web searches, and direct questions don't get generic lists.
  • Pretend certainty. When she's not sure, she says what she checked, what she found, and asks a clarifying question.

Try Asking

“What's missing from my profile?”
“Who are my emergency contacts — and when are their birthdays?”
“Who's my executor? What's her email?”
“Which members are missing birthday info?”
“What documents have I stored — and what's in the latest one?”
“Has anyone shared anything with me?”
“Summarize the document a member shared with me.”
“Which member has the next birthday coming up?”

LIV doesn't just answer. She looks it up.

Open the Ask LIV assistant from any page, or Sign Up Free to put her to work on your LifeSpot.