LifeTracker™ All-In-One Life Affairs Organizer

LifeTracker™  Your digital life affairs organizer: the essential tool for bringing order to life's chaos. This unique workbook efficiently organizes critical information, creating a clear path for optimal management by individuals and families. Created by a Daily Money Manager with years of professional experience overseeing clients’ intricate life details, it ensures every significant aspect is thoughtfully addressed and documented.
 
Unlike handwritten or PDF fillable life books, LifeTracker™ stands out with its dynamic and user-friendly editing capabilities. Without the constraints of a fixed format, it allows users to customize categories, add text, and expand as needed, ensuring that information stays readily up to date. Stored securely on your private computer, LifeTracker™ can be shared selectively with family members or trusted contacts and password protected for added security (Excel). No subscription required.
 
LifeTracker™ encompasses the following categories of information:
Biographical (Family & Pets)
Employment
Business Ownership
Assets
Liabilities
Schedule of Income & Expenses
Account Access & Passwords
Health & Life Insurance
Property & Liability Insurance
Memberships
Professional & Household Contacts
Medical Records
Estate Documents (Healthcare Directive, POA, Will & Trust)
Personal Property
End-of-Life Wishes & Plans

 
ITEM DETAILS
 
DIGITAL DOWNLOAD – 3 Items:
LifeTracker™  (Excel)
Instruction Guidebook (PDF)
Detailed Sample (Excel)
 
INSTANT DIGITAL DOWNLOAD
Digital Product. No physical product will be sent.
 
HOW IT WORKS
Purchase and Download Product. One-time fee only. No subscription costs.
 
PLEASE NOTE
Excel, Google Sheets, or Numbers Required for LifeTracker™ Workbook.
Adobe Acrobat Reader Required for Instruction Guidebook.
 
RETURNS
There are no returns on digital products.
 
COPYRIGHT COYNE MANAGEMENT
For Personal Use Only. You may not sell, share, or distribute templates or elements included in any shape or form.