About NestLedger

NestLedger is built around a simple idea: when life changes, the details on your accounts deserve another look.

Beneficiary Checkup is a Google Sheets and Excel template designed to organize your designations, surface questions with built-in formulas, and create a printable one-page summary for a spouse or executor. No app, no server, and no subscription.

Our tools help you prepare for a review. They do not change official account records or provide legal, tax, or financial advice. Confirm designations with your provider and consult a qualified professional about your circumstances.