Private & Secure

Where everything is.
In case something happens.

If something happened to you tomorrow, would your family know where to find the keys, the accounts, and the policies? Give them the gift of clarity, not chaos.

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Trusted by over 2,000+ thoughtful families.

Why this matters more than you think.

Unclaimed Assets

Billions of dollars in insurance and bank accounts go unclaimed every year simply because families didn't know they existed.

Unnecessary Stress

Grief is hard enough. Don't force your spouse or children to play detective while they are mourning.

Lost Memories

Digital photos, heirlooms, and sentimental items are often lost or discarded because no one knew their significance.

Young family with newborn

For New Parents

You have a little one depending on you. Make sure guardians know where to find the life insurance and important documents if you aren't there.

  • Bank & Accounts
  • Mortgage Information
  • Life Insurance Policies
Senior couple gardening

For Seniors

Ensure your legacy is preserved and your wishes are honored without burdening your children with a scavenger hunt.

  • Locate Will & Trust
  • Key Contacts
  • Retirement Accounts
Person organizing documents

For The Prepared

You're the organizer. You handle the bills and the family accounts. If you had to step away, would your partner know how to keep the ship running?

  • Loans & Debts
  • Insurance Policies
  • Property Details

Trusted by families like yours.

"This has been on my to-do list for a year after having our first kid. In 30 mins I knocked it out and finally got it off the list."

GradyGrady G.

"Simple, private, and exactly what we needed. The PDF printout is in our safe now."

CatherineCatherine S.

"I just want my kids to know where everything is without digging through boxes. This made it so easy."

ColetteColette G.

Simple. Fast. Private.

We don't want your data. We just want to help you organize it.

1

Answer simple prompts.

We ask the right questions: "Where are your investment accounts?" "What is your insurance policy number?" "Do you have mortgage insurance?"

2

We format it beautifully.

Our system instantly organizes your answers into a professional, clear family ledger. No messy spreadsheets.

3

Print and secure it.

Download as a PDF. Print it out. Put it in your safe. Securely stored & accessible anytime with your subscription.

MyLifeLedger Interface on Laptop

The most impactful investment you'll make this year.

Core Financial

$0/ forever

Perfect for organizing your essential financial picture.

Start for Free
  • All Financial Accounts (Banking, Credit Cards, Retirement, Loans)
  • 1 User Login
  • Secure Data Storage
  • Family PDF Printout
Most Popular

Complete Ledger

$79/ year

The full peace of mind experience for your entire family.

Start for Free
  • Everything in Starter
  • Insurance Section (Health, Life, Auto, Property)
  • Property & Assets (Real Estate, Vehicles, Valuables)
  • Family Sharing (Invite family members to view/edit)

Frequently Asked Questions

Is my data safe?

Yes. We designed MyLifeLedger as a map, not a vault. We encourage you to store *directions* ("In the blue binder", "In the safe") rather than specific account numbers or passwords.

How long does it take?

Most families finish their first draft in about 20-30 minutes. You don't need to look up every single account number right now; just writing down the name of the bank or insurer is 90% of the battle.