On its own ยท $7
Talking with siblings about a parent's money and care goes more smoothly when everyone knows the plan ahead of time. This kit gives the conversation a simple shape, from what to gather beforehand to a written record of what the family agreed.
$7
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What you receive
The fillable PDF has five pages: a before the meeting checklist, an agenda, roles and responsibilities, ground rules, and a decisions record. You can type into it on screen or print it. An example filled in for a fictional family shows how a finished meeting record looks.
The full set
The Family Meeting Kit is $7 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.
No. It is a set of pages that helps a family meeting stay organized. Decisions about a power of attorney, gifts, or care pay belong with an elder law attorney.
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.