LifeTracker – Organize and Secure Your Legacy

LifeTracker, your digital life affairs organizer: the essential tool for bringing order to life's chaos. This unique workbook efficiently organizes critical information, creating a clear path for optimal management by individuals and families. Created from a Daily Money Manager's years of professional experience overseeing clients’ intricate life details, it ensures every significant aspect is thoughtfully addressed and documented.

Unlike common handwritten or PDF fillable life books, LifeTracker stands out with its dynamic and user-friendly editing capabilities. Without the constraints of a fixed format, it allows users to customize categories, add text, and expand as needed, ensuring that information stays readily up to date. Stored securely on your private computer, LifeTracker can be shared selectively with family members or trusted contacts and password protected for added security (Excel).

LifeTracker encompasses the following categories of information: biographical (family & pets), employment, business ownership, assets, liabilities, scheduled income & expenses, account access & passwords, health & life insurance, property & liability insurance, memberships, professional & household contacts, medical records, estate documents (healthcare directive, POA, trusts & wills), personal property, and end-of-life wishes & plans.