The Estate Ledger™ is a private, permanent record of your financial affairs, organizing your accounts, property, and estate arrangements into one clear, executor-ready file.
Secure Your Core Record – $49 CADOver time, financial lives become distributed. Accounts are opened across institutions. Properties are acquired. Insurance policies are updated. Advisors change. Documents are stored in multiple locations.
When an estate must be administered, the burden of locating and verifying this information falls to the executor.
The Estate Ledger™ provides a consolidated record so that information is already documented, organized, and accessible.
It is not a planner.
It is not a budgeting tool.
It is not a legal instrument.
It is a disciplined estate record.
The Core Record is organized into structured sections designed for Canadian households:
Each section is designed to provide factual clarity, not narrative.
Beneficiary designations, joint ownership structures, and document storage locations are recorded in a standardized format to reduce ambiguity.
The Estate Ledger™ reflects Canadian financial and estate realities, including:
It assumes the existence of a will and formal estate plan. It does not replace legal documents.
Format: Digital Fillable PDF
The file may be:
There are no subscriptions.
No automated syncing.
No third-party hosting.
This record is prepared during life. It is reviewed annually. It is stored alongside your will and other formal documents.
When required, it provides your executor with a structured reference point for what exists and where it is located. It reduces administrative uncertainty. It does not remove legal obligations. It provides organized documentation.
The Estate Ledger™ is appropriate for Canadian households seeking a disciplined and organized approach to documenting their financial affairs.
It is particularly suited to:
It assumes the existence of a will or estate plan and the involvement of professional advisors where required.
To maintain clarity of purpose, The Estate Ledger™ is not intended for:
This is a structured record. It does not replace legal instruments or professional advice.
Format: Digital fillable PDF.
Storage: Local file storage only. No data is collected or hosted.
Jurisdiction: Organized according to Canadian financial and estate structures, including registered accounts and principal residence considerations.
A will sets out your legal instructions and appoints an executor. It does not provide a consolidated list of your accounts, properties, digital access points, document locations, or advisor contacts. In practice, executors often begin by assembling this information from scratch. The Estate Ledger™ is not a legal document. It is a structured record designed to sit alongside your will and make administration more orderly.
Executors have legal authority, but they do not automatically have visibility. Accounts may be spread across institutions. Documents may be stored in different places. Digital access may be unclear. Without a consolidated record, time is often spent reconstructing what exists and where it is held. That reconstruction can extend timelines and increase professional involvement. This record allows you to document that information in advance.
Estate documentation is deeply personal. Some households prefer a private, locally stored file rather than entering sensitive net worth information into a subscription platform. The Estate Ledger™ is intentionally delivered as a fillable PDF. There are no accounts, no logins, and no cloud hosting. You retain control over where and how the file is stored.
No. It does not replace a will, power of attorney, trust deed, or formal legal instrument. It is a structured reference document intended to support accurate administration. Formal estate documents should still be prepared with qualified professionals.
The file is delivered directly to you and stored wherever you choose. We do not collect, host, or access your data. Because the record remains in your possession, privacy is governed by the same physical and digital safeguards you already use for important personal documents. You determine the storage method.
Some estates are straightforward. Others become more complicated over time as accounts accumulate, properties are acquired, and institutions change. The Estate Ledger™ is most appropriate where multiple accounts, assets, or document locations exist. It is intended for structured documentation, not minimal holdings.
Change is expected. The file is designed for periodic review. Each section includes a “Last Updated” field so revisions can be tracked clearly. We recommend saving a new version annually (for example, “Estate_Ledger_2026”) to maintain a clean record of updates over time. This allows your documentation to evolve alongside your circumstances.
No. The Estate Ledger™ does not provide legal, tax, or investment advice. It assumes that professional advisors are consulted where appropriate. Its purpose is documentation.
This edition is organized around Canadian financial structures. Complex cross-border estates or specialized international reporting requirements may require additional professional guidance beyond the scope of this record.
$49 CAD
One-time purchase | Permanent file
“Prepared during life so that others are not left assembling the details later.”