The Proof Book
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The full set ยท $59 for the first 100 families, one time

The Complete Proof Book

This is the set for the whole stretch of the care, from the first month you step in, through each year, and on to a final accounting if that day comes. You are doing it because you love them. The files give you one calm place to show that their money was handled with care.

$117 $59

$59 for the first 100 families. Item by item: $29 + $19 + $19 + $19 + $12 + $7 + $7 + $5 = $117. Every new download we add to the set later is sent free to the email you used at checkout.

Get the complete set See the POA Ledger alone

This is a one-time purchase. Payhip, our checkout partner, handles the card and the sales tax. If a file does not work or is not what was described, email us within 30 days and we will fix it or refund it. You keep the free Family Update Kit either way.

What the $59 set includes

Each piece, with the price it has on its own.

  1. 01

    The POA Ledger, $47 on its own, or $29 for the first 100 families

    Fourteen tabs, printable pages, eight short written lessons, and a five-year summary. On its own, the ledger is $29 only for the first 100 families. See the POA Ledger.

  2. 02

    Estate Handoff Pages, $19 on their own

    The handoff snapshot, executor tasks, inventory, debts, distributions, and a final accounting. See the handoff pages.

  3. 03

    Caregiver Reimbursement Log, $19 value, included here, or $19 on its own

    A log for every helper's out-of-pocket costs, with mileage at a rate the family agrees on, and a summary by helper.

  4. 04

    Yearly Summary, $19 value, included here, or $19 on its own

    A twelve-month grid, a check against the bank each month, and a one-page Year at a Glance.

  5. 05

    Everything in One Place Inventory, $12 value, included here, or $12 on its own

    Accounts with the last four digits only, income and benefits, insurance, home and property, where the documents are, and the people to call, with a one-page summary.

  6. 06

    Bills and Due Dates Calendar, $7 value, included here, or $7 on its own

    Each bill listed once, a twelve-month calendar that marks when it is due, and boxes for paid and checked.

  7. 07

    Family Meeting Kit, $7 value, included here, or $7 on its own

    A fillable checklist, agenda, roles, ground rules, and a record of what the family decided.

  8. 08

    Scam and Fraud Shield, $5 value, included here, or $5 on its own

    A protections checklist, common warning signs, official places to report, and a log for suspicious calls or letters.

  9. 09

    Family Update Kit, free either way

    The one-page update, the First 30 Days checklist, and a sample month. You can get the kit free, and you keep it even if you refund this set.

Bought one at a time at founding prices, the eight pieces are valued at the POA Ledger $29, Estate Handoff Pages $19, Caregiver Reimbursement Log $19, Yearly Summary $19, Everything in One Place Inventory $12, Bills and Due Dates Calendar $7, Family Meeting Kit $7, and Scam and Fraud Shield $5, which is $117 in all. The complete set is $59 for the first 100 families. Every new download we add to the set later is sent free to the email you used at checkout.

Example pages from a few of the pieces in this set.

Example caregiver reimbursement log with fictional helpers
The Caregiver Reimbursement Log, with example data. Every name and number is invented.
Example year at a glance page with fictional yearly totals
The Year at a Glance, with example data from a fictional year.
First page of the Complete Proof Book readme
The first page of the set's own readme, which tells you a simple order to use the files.

Questions, before you choose the set.

What is inside The Complete Proof Book?

You get the POA Ledger, the Estate Handoff Pages, the Caregiver Reimbursement Log, the Yearly Summary, the Everything in One Place Inventory, the Bills and Due Dates Calendar, the Family Meeting Kit, and the Scam and Fraud Shield, each with a blank file, an example file, and printable pages. The free Family Update Kit is included too, and it stays free on its own.

Why is the bundle $59?

The POA Ledger is $47 on its own (or $29 for the first 100 families), and the Estate Handoff Pages are $19. The Caregiver Reimbursement Log and the Yearly Summary are valued at $19 each, the Everything in One Place Inventory at $12, the Bills and Due Dates Calendar and the Family Meeting Kit at $7 each, and the Scam and Fraud Shield at $5. Item by item that is $117, and the set is $59 for the first 100 families. Every new download we add to the set later is sent free to the email you used at checkout.

If I refund the bundle, do I lose the free kit?

No. You keep the Family Update Kit even if you refund a paid file. If a file does not work or is not what was described, email us within 30 days and we will fix it or refund it.

Get the complete set