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LIFE Ledger

Price
₹ 99.00 ₹ 99.00
₹ 99.00
(Tax excluded)
Instant Digital Delivery via Email — No Shipping Required

Your Legacy. Organized For Life.

L.I.F.E. Ledger — One Spreadsheet for Everything That Matters

A comprehensive, editable spreadsheet template that helps you organise all your important personal, financial, legal and family information in one secure, easily accessible place — so your loved ones always know what exists, where it is, and what to do.

Instant digital delivery via email • Simple. Smart. Secure.

L.I.F.E. Ledger family financial records Excel template by UNIvCFO
Single Source of Truth
Peace of Mind
Family Preparedness
Legacy Preservation
What is L.I.F.E. Ledger — Legacy Information For Everyone

What is L.I.F.E. Ledger?

L.I.F.E. Ledger (Legacy Information For Everyone) is a comprehensive, editable spreadsheet template designed to help individuals and families organise all important personal, financial, legal and family information in one secure and easily accessible place.

Today, critical information is scattered across bank statements, insurance policies, investment accounts, property papers, emails and phones. When an emergency arises, locating and understanding it can become overwhelming. L.I.F.E. Ledger acts as a central repository for your bank accounts, investments, insurance, properties, loans, legal documents, digital assets, subscriptions, advisors, family information and personal wishes.

More than a record-keeping tool, it is a preparedness and legacy-planning solution — bringing clarity, organisation and peace of mind for every stage of life.

One Spreadsheet. Everything That Matters.

Why You Need L.I.F.E. Ledger

Over a lifetime we accumulate countless assets, accounts, policies and relationships — usually scattered across files, emails, phones and multiple family members. When an unexpected event occurs, this is what happens:

Family members may not know where bank accounts exist.
Investments and insurance policies may remain unclaimed.
Important documents may be difficult to locate.
Loans given or taken may be forgotten.
Digital assets and online accounts may become inaccessible.
Dependents may struggle to identify advisors, lawyers and accountants.

A well-organised record of assets, liabilities, contacts, documents and wishes helps families avoid confusion, delays and unnecessary stress during critical situations — a widely recognised part of sound estate and succession planning.

Objectives of L.I.F.E. Ledger

1

Create a single source of truth

for all important personal, financial, legal and family-related information.

2

Organise life records systematically

in an easy-to-use spreadsheet format.

3

Ensure continuity of financial & personal affairs

in case of emergency, incapacity or death.

4

Reduce stress and confusion for family

by providing quick access to essential information.

5

Help loved ones locate assets & advisors

without unnecessary delays.

6

Preserve personal legacy and wishes

for future generations.

7

Provide a structured framework

for estate and succession preparedness.

8

Encourage periodic review

and organisation of important information.

Key Benefits of L.I.F.E. Ledger

Ten reasons families trust L.I.F.E. Ledger to protect what matters most.

All Information in One Place

Consolidates financial, legal, personal and family information into a single organised document.

Peace of Mind

Know that your loved ones can easily access important information whenever required.

Faster Access in Emergencies

Critical details can be located quickly without searching through multiple files and devices.

Protection Against Loss

Reduces the risk of assets, policies, investments and documents being overlooked.

Simplifies Estate Administration

Makes it easier for family, executors and advisors to understand your affairs.

Better Financial Visibility

A consolidated view of investments, bank accounts, properties, insurance and liabilities.

Easy to Maintain

Simple spreadsheet format that can be updated periodically without technical expertise.

Improved Family Preparedness

Helps families manage responsibilities if the primary decision-maker becomes unavailable.

Supports Succession Planning

Creates clarity on assets, obligations, contacts and important instructions.

Legacy Preservation

Ensures important information, memories and final wishes are preserved and communicated.

Who Can Benefit from L.I.F.E. Ledger?

Designed for every stage of life.

Individuals

Anyone who wants to organise important life information systematically.

Families

To ensure continuity and a smooth transition of responsibilities.

Senior Citizens

To help family members locate important information quickly when required.

NRIs

To maintain a consolidated record of Indian and overseas assets and obligations.

Business Owners

To document business interests, investments, advisors and key information.

Professionals

Doctors, CAs, lawyers, consultants and executives with multiple financial relationships.

HNIs

To maintain a centralised repository of complex financial and personal information.

Married Couples

To ensure both spouses have visibility of important family assets and obligations.

Parents

To provide future guidance and clarity for children and dependents.

Frequently Asked Questions

What is L.I.F.E. Ledger?

L.I.F.E. Ledger stands for “Legacy Information For Everyone.” It is a comprehensive, editable spreadsheet template that helps you record and organise your bank accounts, investments, insurance, property, loans, legal documents, digital assets, advisors, family details and personal wishes in one secure, easily accessible place.

Who should use L.I.F.E. Ledger?

It is ideal for individuals, families, senior citizens, NRIs, business owners, professionals, high net-worth individuals, married couples and parents — essentially anyone who wants their important life information organised and accessible to loved ones when it matters most.

How is L.I.F.E. Ledger delivered?

It is delivered instantly as a digital download via email. There is no physical shipping — you receive an editable spreadsheet you can start using right away.

Do I need special software or technical skills?

No. L.I.F.E. Ledger uses a simple, familiar spreadsheet format with clickable navigation and a user-friendly design, so it is easy to maintain and update over time without any technical expertise.

Is my information secure?

You keep full control of the file. Because it is your own spreadsheet stored wherever you choose, your sensitive information stays private and in your hands — simple, smart and secure.

How much does L.I.F.E. Ledger cost?

L.I.F.E. Ledger is available for just ₹99, delivered instantly via email — an affordable way to bring lasting clarity and peace of mind to you and your family.

A Legacy That Cares Forever

Bring Everything That Matters Into One Place

Give yourself and your family lasting clarity, organisation and peace of mind — starting today.

₹99 only • instant email delivery

Simple. Smart. Secure. • Peace of Mind Starts Today