Module 01 · Wealth

Living Ledger

Every asset, liability, beneficiary and account — reconciled continuously, presented plainly.

Module 01 · Wealth

Inside Living Ledger

Designed for the moment you will need it most — not the moment it was bought.

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Assets & LiabilitiesReal estate, public markets, private holdings, debt and contingent liabilities.
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Beneficiary MapSee exactly who inherits what, today, with no surprises.
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Account CustodyBank, brokerage, custodial and crypto accounts in one ledger.
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Document LinkageEvery line item ties to the deed, statement or contract that proves it.
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Time-travel viewReplay your ledger to any date in the past — answer audit questions in seconds.

Living Ledger

Net worth$12.4M+1.2% WoW

Liabilities$1.8M3 accounts

Beneficiaries7All current

AccountTypeValue

Fidelity · JointBrokerage$1,420,300

Vanguard · IRARetirement$885,110

Lakeview PropertyReal Estate$2,150,000

Mercer Trust LLCTrust$4,300,000

A real moment

The Mercer FamilyMulti-generational holdings

Living Ledger surfaced a 12-year-old UTMA that had become its owner's at age 21 — and was generating taxable income no one was reporting.

Before Legacy SageUntracked for 12 years

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After Legacy SageReconciled in 18 minutes

Living LedgerLegacy AlphaSentinel

How it connects

PlaidBanking & brokerage

YodleeWealth aggregation

SchwabCustody

FidelityCustody

CoinbaseDigital assets

Trust & WillEstate templates

A private 30-minute walkthrough. No deck. Just the platform, the Heartbeat, and the questions you have been quietly carrying.