On its own ยท $12
When you step in to help, the first hard part is often simply finding everything. This inventory gathers a parent's accounts, income, insurance, property, documents, and key contacts into one organized record, without ever storing passwords or full account numbers.
$12
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What you receive
The workbook opens in Excel and in Google Sheets. Its tabs cover accounts (last four digits only, where to find access, and whether your POA is on file), income and benefits, insurance, home and property, a documents locator, and people to call, with a one page summary that adds itself up. Seven printable pages and an example filled in for a fictional parent come with it.
The full set
The Everything in One Place Inventory is $12 on its own. The Complete Proof Book includes it along with the POA Ledger, Estate Handoff Pages, Caregiver Reimbursement Log, Yearly Summary, Everything in One Place Inventory, Bills and Due Dates Calendar, Family Meeting Kit, and Scam and Fraud Shield. Bought one at a time those come to $117, and the set is $59 for the first 100 families, with anything new we add later sent free to the email you used at checkout.
The inventory is built so it never needs a password or a full account number. Store it somewhere private, and share it only with the people who need it.
The full set, The Complete Proof Book, is $59 for the first 100 families. It includes this piece and seven others valued at $117 if bought one at a time, and anything new we add to the set later is sent free to the email you used at checkout.