Records & Contacts

No Excel experience needed • Automatic protection • Zero technical setup

The Records & Contacts section in LifeLedger Pro brings together everything you need to manage your household and protect your family. When you are setting up LifeLedger Pro, all of the entries listed below can be added with the click of a button. Then you'll simply fill in the information for each of your selections later in the process. You can add as many more as you need. From usernames and passwords to financial accounts and healthcare providers, this section keeps every critical detail organized and accessible. When emergencies happen or questions arise, you'll know exactly where to look and who to call.

Record other 'Free' Online Accounts Info

Lost passwords and forgotten usernames create frustration when you need to access important online accounts. LifeLedger Pro provides a secure place to store login information for email, social media, government websites, retail accounts, and software subscriptions - all the "free" accounts that don't involve banking but still require access.

Record account web addresses, usernames and passwords:
• Email account login info
• Facebook login info
• Online retail login info
• Microsoft account login info
• Software login (anti-virus, Office 365, other) Read more...

Insurance & Policy Records

Finding the right policy number during a crisis wastes precious time. LifeLedger Pro stores every insurance detail - life, health, auto, home, umbrella, and disability - with policy numbers, coverage amounts, agent contacts, and beneficiary information all in one searchable location.

Insurance records you can track:
• Life insurance policies with beneficiary details
• Health insurance plan numbers and provider contacts
• Auto insurance policy numbers and coverage limits
• Homeowners or renters insurance documentation
• Umbrella policies and additional coverage
• Disability and long-term care insurance. Read more...

Financial Account Records

Scattered bank statements and investment paperwork create confusion when quick action is needed. LifeLedger Pro organizes every financial account - checking, savings, retirement, brokerage, and credit cards - with account numbers, institutions, and access information readily available.

Financial records organized by category:
• Bank account numbers and routing information
• Investment accounts (401k, IRA, brokerage)
• Retirement plan details and beneficiaries
• Credit card accounts and credit limits
• Mortgage and loan account numbers
• Safe deposit box locations and access. Read more...

Property & Asset Records

Property titles, vehicle registrations, and ownership documents disappear when needed most. LifeLedger Pro tracks every asset you own - from real estate and vehicles to valuables and collectibles - with purchase dates, current values, and location details all documented.

Property and assets documented:
• Real estate deeds and property tax information
• Vehicle titles, VINs, and registration details
• Boat, RV, and recreational vehicle documentation
• Jewelry, art, and collectible inventories
• Electronics and appliance purchase records
• Warranty information and service contracts. Read more...

Medical & Legal Document Records

Medical emergencies and legal matters demand immediate access to critical documents. LifeLedger Pro organizes medical records, legal paperwork, and advance directives - ensuring healthcare providers and family members can act quickly when every second counts.

Medical and legal records stored securely:
• Healthcare provider contacts and specialties
• Medication lists and pharmacy information
• Allergies and medical conditions
• Healthcare power of attorney documents
• Living wills and advance directives
• DNR orders and end-of-life wishes. Read more...

Trusted Contacts and Emergency Access

No Excel experience needed • Automatic protection • Zero technical setup

The Trusted Contacts system in LifeLedger Pro makes it easy to share access with the right people at the right time. Whether you are adding a family member, executor, or advisor, LifeLedger Pro ensures that critical information can be reached securely and responsibly when it is needed most.

Trusted Local Services - Your Household Support Team

Every household depends on trusted local professionals - the plumber, the electrician, the lawn care service, or the pool maintenance company. LifeLedger Pro gives you a dedicated space to keep all of these contacts organized and easy to find.

Record account web addresses, usernames and passwords:
• Plumber
• Electrician
• Lawn service
• Pool maintenance
• Mail carrier
• UPS/Fedex driver Read more...

Medical & Healthcare Network

Medical emergencies require immediate access to the right healthcare providers. LifeLedger Pro organizes your complete medical network so your loved ones can contact doctors, specialists, pharmacies, and hospitals without delay.

Healthcare contacts you can track:
• Primary care physician with office and emergency numbers
• Specialists (cardiologist, oncologist, surgeon, etc.)
• Dentist and dental emergency contacts
• Pharmacy name, location, and phone number
• Preferred hospital or urgent care facility. Read more...

Emergency Contacts - First Responders in Your Life

When an emergency happens, every second counts. LifeLedger Pro gives you a dedicated space to store the contacts who should be reached first - family members, close friends, neighbors, and medical professionals who know your situation.

Emergency contacts you can store:
• Primary emergency contact (spouse, adult child, parent)
• Secondary emergency contact (backup if primary unavailable)
• Nearby neighbors who can respond quickly
• Close friends who should be notified
• Medical alert service contacts (if applicable). Read more...

Professional Advisors - Your Financial & Legal Team

Estate matters, tax questions, and financial decisions require expert guidance. LifeLedger Pro keeps your professional advisors organized and accessible so your executor or loved ones can reach the right expert immediately.

Professional contacts you can store:
• Estate planning attorney with contact details
• Financial advisor or wealth manager
• Accountant or CPA for tax matters
• Insurance agent(s) for all policy types
• Real estate agent or property manager. Read more...

Executor & Guardian Access

Your executor or guardian will need to manage your affairs during incapacity or after death. LifeLedger Pro lets you designate these trusted individuals and ensure they have the information needed to act quickly and responsibly.

Executor and guardian details you can document:
• Primary executor name and contact information
• Backup executor (if primary is unavailable)
• Guardian for minor children (if applicable)
• Healthcare power of attorney holder
• Financial power of attorney designee. Read more...

Family & Personal Support Network

Your family and close personal relationships form the foundation of your support system. LifeLedger Pro helps you organize these important contacts so everyone who matters stays connected during important life events.

Family and personal contacts you can track:
• Adult children with current contact information
• Siblings and their families
• Parents or elderly relatives
• Close personal friends
• Religious or spiritual advisor. Read more...