LifeTracker™ – Organize and Secure Your Legacy
Original price was: $39.99.$19.99Current price is: $19.99.
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 by a Daily Money Manager with years of professional experience overseeing clients’ intricate life details, it ensures every significant aspect is thoughtfully addressed and documented.
Description
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 by a Daily Money Manager with years of professional experience overseeing clients’ intricate life details, it ensures every significant aspect is thoughtfully addressed and documented.
Unlike 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). No subscription required.
LifeTracker™ encompasses the following categories of information:
•Biographical (Family & Pets) •Employment •Business Ownership •Assets •Liabilities, •Schedule of Income & Expenses •Account Access & Passwords •Health & Life Insurance •Property & Liability Insurance •Memberships •Professional & Household Contacts •Medical Records •Estate Documents (Healthcare Directive, POA, Will & Trust) •Personal Property •End-of-Life Wishes & Plans
DIGITAL DOWNLOAD – 3 Items:
•LifeTracker™ (Excel)
•Instruction Guidebook (PDF)
•Detailed Sample (Excel)
INSTANT DIGITAL DOWNLOAD
Digital Product. No physical product will be sent.
HOW IT WORKS
Purchase Product. One-time fee only. No subscription costs.
Once payment is confirmed, you will be directed to a page where you can download all the 3 documents.
PLEASE NOTE
Excel or Google Sheets Required for LifeTracker™ Workbook.
Adobe Acrobat Reader Required for Instruction Guidebook.
RETURNS
There are no returns on digital products.
COPYRIGHT COYNE MANAGEMENT
For Personal Use Only. You may not sell, share, or distribute templates or elements included in any shape or form.
What is LifeTracker™?
LifeTracker™ is a digital life affairs organizer designed to help users centralize and manage their personal and financial information. It allows you to keep track of important documents, estate planning details, financial records, and more—all in one place.
Who created LifeTracker™?
LifeTracker™ was created by Tiffany Coyne, a Daily Money Manager | Life Affairs Organizer | Death Doula, with the goal of helping people stay organized and prepared.
How does LifeTracker™ work?
LifeTracker™ is a customizable and editable digital workbook that you store on your computer. It allows you to input, organize, and manage all your important life information in one place, making it easy to update as things change.
How does LifeTracker™ fit into my overall organization system?
LifeTracker™ is meant to be your master document for recording and tracking all important personal, financial, and estate-related information. It works in conjunction with storing your important documents—not as a replacement for them.
How to Use LifeTracker™ Effectively:
- Scan & Store Documents – Any documents referenced in LifeTracker™ should be scanned and saved in well-organized digital folders.
- Go Paperless When Possible – Many documents can now be received as PDFs, making it even easier to store and access them.
- Keep Originals Safe – Physical documents like wills, deeds, and birth certificates should be stored securely in a safe deposit box or a fireproof home safe.
LifeTracker™ serves as the central guide that outlines all this information. It notes the physical and digital locations of your documents and provides space for important instructions—especially for emergencies, end-of-life planning, and deathcare.
What are the key features of LifeTracker™?
- Secure Storage – LifeTracker™ is stored on your personal computer and can be password protected.
- Customizable – Users can add text, adjust categories, and expand the workbook as needed.
- Editable – The format is flexible, allowing you to easily update information.
- Shareable – Users can selectively share their LifeTracker™ with family or trusted contacts.
- Comprehensive – It includes tabs for biographical details, financial records, employment, digital assets, passwords, contacts, memberships, insurance policies, medical records, estate documents, and end-of-life planning.
What if LifeTracker™ doesn’t have a prompt for a specific document or circumstance I need to record?
LifeTracker™ is comprehensive, with prompts for all the key details and information that apply to life. However, everyone has unique circumstances, and one of the best things about LifeTracker™ is that it is fully customizable. You can add unlimited categories and information to tailor it to your specific needs.
Is LifeTracker™ a physical product?
No, LifeTracker™ is a digital product that is downloaded and stored on your personal computer.
Does LifeTracker™ come with any instructions or examples?
Yes! LifeTracker™ includes an Instruction Guidebook to help you get started and make the most of the organizer. It also comes with a SAMPLE Excel file that contains fictitious information about a couple. This sample file serves as an example of how LifeTracker™ can be customized and organized to fit your needs.
Is LifeTracker™ designed for individuals or couples? What if I need to add more people?
LifeTracker™ is set up in its template format for two people, but it can be easily customized to fit your needs. You can delete or add columns for additional people as needed.
There’s also a dedicated section for pets—because they’re part of the family too! 🐾
Can I share LifeTracker™ with others?
Yes! LifeTracker™ is designed to be shareable with family members and trusted contacts, so they can access important information when needed.
Is LifeTracker™ secure?
Yes. Since LifeTracker™ is stored on your personal computer, you can protect it with a password and control who has access.
Can I customize LifeTracker™?
Absolutely! LifeTracker™ is fully customizable, allowing you to add notes, edit categories, and tailor it to fit your specific needs.
Can I print LifeTracker™?
Yes, you can print from an Excel or Google Sheets file, but it is not recommended. LifeTracker™ is designed to be digital and easy to update. Because it contains extensive information, printing the entire file would require a lot of paper.
However, if you need a specific section, you can format and print just that part. For example, if you’re managing your medical care, you could print your medical history or current medication list to take to the doctor with you.
Can I use LifeTracker™ on my phone or tablet?
LifeTracker™ works best on a computer with the required software. While you can open and view it on a phone or tablet, editing and navigating may be more challenging on smaller screens.
What if I’m not good at Excel?
No worries! You don’t need to be an Excel expert to use LifeTracker™. There’s no math, no formulas—just text. If you can type into a spreadsheet, you can use LifeTracker™. It’s designed to be simple and user-friendly.
Do I need special software to use LifeTracker™?
LifeTracker™ is provided as an Excel file (.xlsx). If you have Microsoft Excel, you can open it right away.
If you prefer to use Google Sheets, you can easily upload the file to Google Drive and convert it to Google Sheets format for free. LifeTracker™ provides a link to instructions for this as they readily available online.
What happens if I lose my LifeTracker™ file?
It is very important to back up your LifeTracker™ file securely. Since this file contains sensitive personal and financial information, I do not recommend storing it on cloud services like Google Drive or Dropbox. Instead, keep backups only on your own computer or an external hard drive/USB flash drive that you control.
Tip: Always Keep a Clean Copy
It is strongly recommend that you always keep a clean, untouched copy of LifeTracker™. Make a copy of the original file to work in. That way, if anything gets accidentally deleted or changed, you will always have a fresh version to reference.
Is LifeTracker™ a subscription, or do I only pay once?
LifeTracker™ is a one-time purchase—no subscriptions or recurring fees. Once you buy it, it’s yours to use forever.
Can I use LifeTracker™ for my business or clients?
LifeTracker™ is designed for personal use, but if you're a professional (such as a financial advisor, estate planner, daily money manager or caregiver) and want to use it with clients, please reach out for licensing options.
What if I have questions or need help after purchasing?
If you have any questions, you can reach out to Tiffany Coyne via email, and she'll be happy to assist you.
How do I get LifeTracker™?
You can purchase and download LifeTracker™ on coynemanagement.com or on etsy.com.
