How MyLifeLedger Works

Three steps. Sixty minutes. Complete peace of mind for your family. No tech skills required — if you can answer a question, you can set up your ledger.

1

Answer Guided Prompts

We don't hand you a blank page and say "figure it out." MyLifeLedger walks you through 20+ categories with simple, guided prompts:

💰"Where do you have checking/savings accounts?"
🛡️"Which insurance policies do you have and who is the agent?"
🏠"Where are your property deeds stored?"
📋"Where is your will located?"

💡 You can save progress and come back anytime. Most people reach 80% in their first sitting.

2

Share Securely with Family

Once your ledger is ready, invite trustees — family members, your financial advisor, your attorney. They get their own password-protected access.

✓You control access — decide who sees what
✓Always current — trustees see your latest version
✓Anywhere, anytime — no physical meeting required
✓Bank-level security — AES-256 encryption
3

Stay Current with Annual Reminders

Life changes — new bank, new insurance, moved, refinanced. MyLifeLedger sends gentle annual reminders to review and update your ledger. Updates take under 5 minutes.

This is the superpower a physical binder can never have. Your digital ledger stays a living document — not a dusty relic in your closet.

🔐 What We Don't Store (By Design)

MyLifeLedger is a map, not a key. We store where your accounts, policies, and documents are — not the passwords, account numbers, or PINs to access them.

This intentional "anti-honeypot" approach means your ledger is useful for your family but useless for a hacker. It's security through architecture.

Ready to start?

You can have your complete family ledger set up in under 60 minutes. Most people feel an immediate sense of relief.

Start Your Ledger →

$49/year • 30-day money-back guarantee