Life’s Important Pieces, All Wrapped Up.

The Master File is a comprehensive life-organization planner designed by The Little CPA®.

✦ A centralized, living document that allows you to organize your complete personal, legal, and financial blueprint in one secure place.

✦ Intentional gift of clarity and care to the people who matter most.

✦ Keeps track of everything from your financial accounts and legal documents down to your utilities and social media platforms.

What’s Inside The Master File.

This hyperlinked, easy-to-navigate planner maps out every essential category of your life.

General Information

Vital ID locations, Pet care protection, Military records, Burial plots, Celebration of life details.

Financial Information

Banks, Brokerages, Custodial/529 Plans, Real estate, debts and vehicle records.

Technology Information

Cloud storage, Crypto wallets, Device access details

Made for purpose-driven professionals.

✦ Reduces Financial Loss: Ensures retirement accounts, hidden assets, or forgotten security deposits don't vanish into state unclaimed property funds.

✦ Provides Peace of Mind: Gives your family the breathing room to focus on honoring your memory instead of managing an administrative crisis.

✦ Statement of Faith: Leave a lasting legacy by writing down your personal testimony, doctrinal beliefs, or expressions of faith for your family.

Designed for Flexibility and Security.

The Master File is a flexible, fillable workbook available in PDF format and editable Google Doc tables. Simply update it as your financial landscape grows, save it securely in your encrypted cloud drive, and share access instructions with your trusted designee.

Download Your Copy of The Master File.

Take pride in knowing that you are making the hardest chapter of your loved ones' lives significantly easier. Secure your digital download now and bring intentional organization to your wealth and legacy.