Your Life Organized

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Signature Ledger- With Cover

Legacy Ledger provides families with a gentle, non-legal, step-by-step planning system that helps organize personal information, preferences, emergency contacts, and essential documents well before they are needed. Our mission is simple : To reduce stress, confusion, and overwhelm for families during times of loss.

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Legacy Ledger™ – The Complete Pre-Need Planning System

Legacy Ledger is a comprehensive, guided planning tool designed to help individuals and families organize every essential detail long before it’s needed. From vital documents to final wishes, Legacy Ledger ensures your loved ones have the clarity and guidance they need during one of life’s most difficult moments.

Inside, you’ll find:


  • Secure intake sections for personal, legal, and financial information

  • Funeral & memorial preferences

  • Obituary and eulogy preparation worksheets

  • Insurance, banking, mortgage, and benefit notification guides

  • Checklists for immediate steps after a loss

  • Space for letters, stories, and legacy notes
Whether used personally or offered as a value-add by funeral homes, estate attorneys, or insurance professionals, Legacy Ledger provides peace of mind, organization, and dignity during uncertain times.

Secure Your Families Legacy Today

    A peace of mind for those left behind

    Help secure your legacy, and make sure your family is prepared to take care of your final wishes. This is a final act of love.