The Life Ledger

How Long Have You Been Attempting to Get This Done?

THE UNEXPECTED

If something happened to you tomorrow… would your loved ones know where to find everything?”

Stop assuming they’ll "figure it out. Without a clear plan, they could be left scrambling for documents, passwords, and financial details—at the worst possible time. The Life Ledger™ makes sure they have everything they need, exactly when they need it.

Slip Through the cracks

You’ve been putting this off far too long.” You know you should have an organized plan for your personal and financial life—but life gets busy, and ‘someday’ keeps getting pushed back. Enough waiting! The Life Ledger™ makes it easy to finally get it done—step by step, no overwhelm.

YOUR SELF-GUIDED ROADMAP TO PEACE OF MIND

WHAT'S INCLUDED IN THE PROGRAM:

ORGANIZE WHAT MATTERS MOST — AT YOUR OWN PACE
No deadlines, no schedules. The Life Ledger™ is a 5-module self-guided course that helps you confidently document everything your loved ones need to know — from accounts and passwords to property, healthcare, and personal wishes.

WATCH. LEARN. COMPLETE.
Each module includes short, easy-to-follow videos showing you exactly how to fill out your private, fillable, and downloadable PDFs. You’ll make real progress every time you log in — one clear step at a time.

EVERYTHING IN ONE PLACE
Your fillable Life Ledger documents become a single, organized record of your life’s details — secure, editable, and completely yours to keep.

BONUS RESOURCE LIBRARY
Enjoy helpful extras — templates, checklists, and examples — designed to make the process simple and even empowering.

OPTIONAL COMMUNITY CONNECTION
Join our private online group for encouragement, accountability, and shared success stories from others completing their Life Ledgers.

Here's a sneak peak of the life ledger™ magic

Module 1: Your Digital Dossier

Module 1: Your Digital Dossier

Module 1: Your Digital Dossier

BY THE END OF THIS MODULE:

You’ll have wrangled the wild chaos of your life details (personal & business info) into one beautifully organized place. It’s like giving your future self a high-five and saying, “You’re welcome!”

So grab what you’ve got, don’t stress what you don’t have, and let’s kick off this Life Ledger™ adventure with style, sass, and a whole lot of progress.

Module 2: "The Care Keeper"

Module 1: Your Digital Dossier

Module 1: Your Digital Dossier

BY THE END OF THIS MODULE:

You’ll have gathered all your key and essential healthcare information.

Organized, accessible, and stress-free, doctors to doses to logins — The Care Keeper brings it all together in one secure, easy-to-find home for your health info. And when life throws a curveball, your trusted loved one can easily access what they need to step in with confidence and care.

Module 3: "The Vault"

Module 1: Your Digital Dossier

Module 4:"From Keys to Deeds"

BY THE END OF THIS MODULE:

You’ll have your entire financial world neatly organized from bank accounts and credit cards to investments and retirement funds all in one secure, easy-to-reference system.

No more guessing what’s where or which account does what. You’ll finish this module with confidence, clarity, and a “Vault” that even future-you (and your loved ones) will thank you for!

Module 4:"From Keys to Deeds"

Module 4:"From Keys to Deeds"

Module 4:"From Keys to Deeds"

BY THE END OF THIS MODULE:

You’ll have a clear, organized inventory of your tangible treasures, from homes and heirlooms to that mystery box in the garage you swear you’ll deal with one day.

No more guessing what you own or where it is, you’ll have it all documented, labeled, and legacy-ready (no need to call your cousin who “remembers everything”).

Module 5: "Code Keeper"

Module 4:"From Keys to Deeds"

Module 5: "Code Keeper"

BY THE END OF THIS MODULE:

You’ll finally have your entire digital world tamed: passwords, subscriptions, monthly payments, apps, and programs. You’ll create one secure, organized fillable pdf to your modern life.

No more surprise monthly charges, mystery logins, sticky notes with passwords, or forgotten password. You’ll walk away with a clear, private system for every account that matters.

The Life Ledger™ Bonus

Module 4:"From Keys to Deeds"

Module 5: "Code Keeper"

BONUS RESOURCES:

1. The Life Ledger™ Net Worth Statement.

2. The Life Ledger™ Love Letter to the Future.

what our participants are saying

"What a Sense of Accomplishment"

"Now I'm Not the Only One Who Knows Where Everything is..."

"What a Sense of Accomplishment"

"I feel a sense of accomplishment in getting my financial world in order. It was a handholding experience which I feel was necessary as I have tried to do SOME of this on my own and failed...I am so pleased to be able to have something substantial and accessible to leave behind that I believe will be immensely appreciated in my absence. And as things change, such as passwords etc... I have a place to keep this all current and relevant to what is current."

"Great Guides!"

"Now I'm Not the Only One Who Knows Where Everything is..."

"What a Sense of Accomplishment"

"Why not do all you can to make what will be a difficult time a little easier by preparing ahead of time with an easy-to-follow course with great guides!"

"Now I'm Not the Only One Who Knows Where Everything is..."

"Now I'm Not the Only One Who Knows Where Everything is..."

"Now I'm Not the Only One Who Knows Where Everything is..."

"I've done a great job keeping the records and information close that is needed for our household and our lives, BUT I am the only one who knows where everything is.... By completing The Life Ledger ™ program, my husband and children will easily be able to access anything they should need."

"Valuable & Comprehensive"

"Just as Important if not more so than a Trust or Will"

"Now I'm Not the Only One Who Knows Where Everything is..."

"Very valuable comprehensive consolidation easy to access ledger and... Since I am single and no kids- this will be a life saver for whoever has to deal with me and my stuff. i feel like it is a beautiful and respectful gift to the people who will be taking care of me"

"Just as Important if not more so than a Trust or Will"

"Just as Important if not more so than a Trust or Will"

"Just as Important if not more so than a Trust or Will"

"It is an invaluable tool that EVERYONE should do - just as important if not more so than a trust or will!!!"

"Leaving My Loved Ones a Roadmap"

"Just as Important if not more so than a Trust or Will"

"Just as Important if not more so than a Trust or Will"

"Overall I really appreciated the entire course. Each module taught me something and made me feel a little more confident in leaving my loved ones a road map they will be able to use."

Frequently Asked Questions

Please reach us at info@thelifeledger.com if you cannot find an answer to your question.

What makes The Life Ledger™ different from other life legacy planning?

The Life Ledger™ isn’t just another binder or digital file you’ll “get to someday.” It’s a self-guided, step-by-step course designed to help you actually complete your Life Ledger — not just think about it.
Your information remains 100% private and secure. Everything you record stays with you, never shared or stored on public servers. You’re always in full control of what to share and with whom.

Here’s what sets it apart:

Modular & Manageable: Five clear modules guide you one step at a time — never overwhelming, always doable.
Video Tutorials for Every Step: Short, focused videos show you exactly how to complete each fillable PDF with confidence.
All-in-One System: Organize financials, legal details, medical contacts, passwords, property, and more — all in one place, both digitally and printable.
It Gets Done — Not Delayed: The system is designed for action, not procrastination. You’ll make real progress each time you log in.

Can I really do this on my own?

Absolutely! The Life Ledger™ was built for independence and ease. Each module gives you clear video guidance and downloadable fillable PDFs so you can move forward confidently. You’ll feel supported through every section, even without attending live sessions.

How long does it take to complete The Life Ledger™?

Because it’s self-paced, you can complete your Life Ledger™ on your own schedule. Some people finish in a few focused weekends; others spread it out over several weeks. We recommend setting aside 15–30 minutes a day to maintain steady progress.

What if I need help or motivation along the way?

You’re never truly on your own. The course includes access to our private online community, where you can connect with others completing their Life Ledgers, ask questions, and share encouragement. You can also invite a trusted accountability partner to go through it alongside you.

Will I have access to the materials after I finish?

Yes! You’ll have lifetime access to all videos, modules, and fillable PDFs. You can revisit and update your information anytime as your life evolves — no expiration, no subscription required.

Is my information really private?

Yes. The Life Ledger™ is 100% private and secure. Your documents are downloaded directly to your own device — not stored online or in a shared cloud. You control your information completely and decide if, when, and how to share it with others.

Do I need any special software or equipment?

All you need is a computer or tablet with a PDF reader (like Adobe Acrobat) to fill in the documents, and an internet connection to watch the videos. Everything is designed to be simple, secure, and easy to use.

The Life Ledger™ MISSION & VISION

THE LIFE LEDGER™ Mission & VISION

Our MISSION is to equip individuals with the tools and confidence to capture, protect, and share life's most essential information, ensuring that no detail is lost, no loved one is left guessing, and every transition is met with clarity, control, and peace of mind.

Our VISION is a world where every individual is empowered to plan ahead, every family is supported with clarity, and vital information is accessible when it matters most, bringing peace of mind through life's most uncertain moments.

MEET THE LIFE LEDGER™ GUIDES

KEVIN SMITH

KEVIN SMITH

KEVIN SMITH

Co-Creator of The Life Ledger™

Retired Fortune 500 Finance Executive Certified Life Coach, through the Brave Thinking Institute .

A lifelong learner and systems thinker, Kevin has helped celebrity transformational coaches build impactful online learning platforms that have changed thousands of lives. He was moved to create The Life Ledger

Co-Creator of The Life Ledger™

Retired Fortune 500 Finance Executive Certified Life Coach, through the Brave Thinking Institute .

A lifelong learner and systems thinker, Kevin has helped celebrity transformational coaches build impactful online learning platforms that have changed thousands of lives. He was moved to create The Life Ledger™ after the unexpected loss of his father—an experience that revealed just how critical it is to have clear, organized access to personal information. Now, he’s on a mission to help others prepare with purpose and peace of mind.

BETH WOLFE

KEVIN SMITH

KEVIN SMITH

Co-Creator of The Life Ledger ™

Certified Master Life Consultant/Coach,

Founder Platinum L.I.F.E.™

Consulting & University,

College Professor of Personal Wellness,

and Licensed, Board Certified AT

With 30+ years in sports and occupational medicine, Beth has spent her career helping Olympic athletes, weekend warriors, and everyday champions

Co-Creator of The Life Ledger ™

Certified Master Life Consultant/Coach,

Founder Platinum L.I.F.E.™

Consulting & University,

College Professor of Personal Wellness,

and Licensed, Board Certified AT

With 30+ years in sports and occupational medicine, Beth has spent her career helping Olympic athletes, weekend warriors, and everyday champions heal, rebuild, and rise stronger. Whether it was guiding elite performers through recovery or helping clients reclaim their health with nutrition and mindset, she’s always been passionate about getting to the root of what really matters.

Now, as a Master Life Consultant and co-creator of The Life Ledger™, Beth brings that same heart-centered, whole-life approach to organizing what matters most: your life’s essential details. From documents to digital logins, liabilities to legacy wishes, she’s here to help you create a clear, secure, shareable system that speaks for you — especially when you can’t.