A little order. A clearer tomorrow.
Life changed.
Did your beneficiaries?
Beneficiary Checkup puts your account designations in one spreadsheet, flags details worth reviewing, and turns them into a one-page handoff for someone you trust.
Google Sheets / Excel · Digital file · No subscription
Less scattered. More prepared.
One file. The details that matter.
Our commitments
No app to learn.
No account credentials needed.
Review prompts, not legal verdicts.
From scattered accounts to a clear next step
Not another binder.
A working checkup.
After a marriage, divorce, new baby, or inheritance, old designations can be easy to overlook. Start with what your accounts actually say—not what you remember.
Important distinction
This file helps organize a review. It does not access accounts, change beneficiaries, or replace advice from an attorney or financial professional.
List who is named.
Use one input sheet to record your accounts, primary beneficiaries, contingent beneficiaries, and allocation percentages. A short guide helps you find the designation information by account type.
Let the formulas surface questions.
Review flags for missing contingent beneficiaries, percentages that do not total 100, an ex-spouse you have marked, or a minor or estate named. A 401(k) prompt reminds you to check spousal consent requirements.
Leave a useful handoff.
Print a one-page summary for your spouse or executor. Keep a clear account overview, then follow up with each provider to confirm or update the official records.
A question worth catching
Illustrative checkupAccount
Retirement / 401(k)
Review: no contingent beneficiary listed
Confirm the current designation with your plan provider and ask about naming a backup beneficiary.
Simple file. Simple purchase.
A small step toward
better preparation.
Start with the core checkup. Life-event editions for divorce, new parents, and inheritors—and a bundle—are planned, not assumed to be available.
Beneficiary Checkup
$19–29 planned one-time price
- 01 / Account input sheet with built-in review flags
- 02 / Printable one-page summary
- 03 / Short beneficiary lookup guide
- 04 / Google Sheets and Excel formats
The catalog lists current availability, final pricing, and delivery details. No recurring subscription.
Make room for peace of mind
Check the names.
Clear the next steps.
You do not need to organize your whole life today. Start with the people named on your accounts.
NestLedger provides organizational tools, not legal, tax, or financial advice. Flags are prompts for review, not determinations of validity. Confirm all designations and applicable requirements with your account provider and a qualified professional.