When someone passes away, grief is hard enough.
Searching for accounts, documents, and answers shouldn't make it harder.
The Estate Ledger™ is a 52-page fillable PDF that gives your executor a complete, organized picture of your estate, the moment they need it most.
$97 CAD Limited Launch Offer
Includes fillable digital version + print-ready version · One-time purchase · No subscription
"Most executors don't know where to start. Accounts are spread across institutions. Documents are in different places. Digital access is unclear. The Estate Ledger exists so that information is already waiting for them."
Over time, financial lives become distributed. Accounts are opened, properties acquired, insurance updated, advisors changed. When an estate must be administered, the burden of locating all of it falls to the executor — often in the most difficult weeks of their life.
The Estate Ledger™ provides a consolidated record so that nothing has to be reconstructed from scratch.
It is a disciplined, permanent estate record. Prepared during life. Ready when needed.
Organized around how Canadian estates are actually administered — not how financial products are marketed.
Executor Activation Protocol
Triage checklist, first-call directory, and immediate action guide for the first 48 hours.
Financial Asset Register
Banking, investments, RRSP, TFSA, RRIF, LIRA, pension, CPP/OAS, and corporate holdings.
Real Property Register
Primary residence, cottage, rental, and commercial property records.
Insurance & Protection
Life, disability, critical illness, group benefits, and business coverage.
Personal Effects
Jewelry, art, collectibles, vehicles, firearms, and high-value personal property.
Digital Access Index
Email, social accounts, subscriptions, crypto holdings, and cloud storage.
Personal Profile & Advisors
Identity documents, family records, and complete professional advisor directory.
Final Wishes & Legacy
Funeral preferences, organ donation, and legacy letter.
Most estate organizers are American templates with Canadian flags added. The Estate Ledger™ is built from the ground up around how Canadian finances and estates actually work.
It assumes the existence of a will and formal estate plan. It does not replace legal documents — it makes them more effective.
The Estate Ledger™ is delivered as a fillable PDF. No accounts. No logins. No data collection. You store it wherever you choose.
Local Storage Only
No data is collected or hosted. The file lives on your device — encrypted drive, secure folder, or printed and stored in a fire-safe.
No Subscription
One-time purchase. No recurring fees, no automated syncing, no third-party hosting. The file is permanently yours.
Version Control Built In
Each section includes a "Last Updated" field. Review annually and save a new version — your record evolves as your circumstances change.
Practical, Canadian-specific articles to help you understand what's involved — and what to prepare.
What Does an Executor Need in Canada?
A clear breakdown of the executor's role, responsibilities, and what documentation they'll need.
ChecklistExecutor Checklist Canada
Step-by-step tasks from death notification through to estate distribution.
Immediate StepsThe First 48 Hours After a Death
What needs to happen immediately, who to call, and what documents to locate first.
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™ sits alongside your will and makes 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 — extending timelines and increasing professional costs.
Estate documentation is deeply personal. Many households prefer a private, locally stored file rather than entering sensitive financial information into a subscription platform. There are no accounts, no logins, and no cloud hosting. You retain full 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. Privacy is governed by the same physical and digital safeguards you already use for important personal documents.
Change is expected. Each section includes a "Last Updated" field. We recommend saving a new version annually — for example, "Estate_Ledger_2026" — so your documentation evolves 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 — organized, clear, and ready.
"Your testimonial will go here."
— Name, City, Ontario
Your executor shouldn't have to piece your estate together from scratch. The Estate Ledger™ means they won't have to.
"Prepared during life so that others are not left assembling the details later."