Think of it like a filing cabinet.
A really good one.
You already understand the concept. Every important piece of information, organized by category, in one place. MyLifeLedger is that — secure, always up to date, and accessible the moment your family needs it.
The physical version
⚠ Can be lost in a fire or flood
⚠ Family needs to physically find it
⚠ Gets outdated, hard to update
⚠ One copy, one location
MyLifeLedger
Financial Accounts
✓ Encrypted — never lost
✓ Accessible from anywhere
✓ Update anytime in 2 minutes
✓ Shareable with up to 5 trusted people
7 sections. 40+ subsections.
Everything your family needs.
Click through each section to see exactly what goes in it — and what your family would actually find.
Financial Accounts
Where the money lives
Banks, brokerages, retirement accounts — every institution your family needs to contact. Without this list, accounts stay frozen for months.
INSTITUTION
Chase
ACCOUNT NICKNAME
Personal Checking
WHO IS ON THE ACCOUNT?
Joint with Susan
NOTES / LOCATION
Use to pay personal bills & mortgage
Only you can see this — until you add a trusted contact
How it works
Three steps. About 60 minutes. Done once, updated occasionally.
Answer guided questions
MyLifeLedger walks you through each section with simple prompts. Don't know every answer — that's fine. Fill what you know, skip the rest, come back later.
Add a trusted contact
Invite up to 5 people — a spouse, a sibling, your attorney — and choose exactly which sections they can access. They receive a secure invite via email.
Your family is protected
If something happens, your trusted contacts can log in and see exactly what they need. No searching. No guessing. No months of administrative chaos.
Your Ledger Health Score
As you fill in sections, your score climbs from 0 to 100. It's not about perfection — it's about knowing where you stand and what gaps to fill next.
32 items secured
Add a trustee to reach 90+
Share it with the people who matter.
This is the feature that makes MyLifeLedger different from a binder in the closet. You decide who gets access to which sections — and they receive an encrypted invitation you can revoke at any time.
Add a Trusted Contact
×Why not just use a binder?
Ready to build yours?
The average person takes 60 minutes to complete their Ledger. That's it. One hour, and your family has everything they need — forever.
Start Your Ledger →$49/year • 30-day money-back guarantee • Encrypted end-to-end
Have more questions?