The shelf

Start with the record that helps Mom or Dad now.

You don't need everything today. The free Family Update Kit is ready to keep the family close, and the paid files are ready too. Every paid file is a one-time purchase. 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.

What is on the shelf

1. 01

   The Complete Proof Book

   The full set of eight pieces: 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. The ledger is $29 on its own for the first 100 families, then $47, and the estate pages are $19. The other six pieces are also sold on their own, from $5 to $19.

   The $59 price is for the first 100 families. Item by item, the eight pieces add up to $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.

   $117 $59

   Buy the set, $59 See the complete set

2. 02

   The POA Ledger

   The workbook for a parent's money, with 14 tabs, printable pages, eight short written lessons, and a five-year summary. It opens in Excel and in Google Sheets.

   The $29 price is only for the first 100 families, and after that the Ledger is $47.

   $47 $29

   Buy the Ledger, $29 See the POA Ledger

3. 03

   Estate Handoff Pages

   A checkout add-on for the day the record has to pass to an executor. It tracks the handoff, the tasks, and a final accounting. It is bookkeeping, not an estate plan.

   $19

   Buy the pages, $19 See the handoff pages

4. 04

   Caregiver Reimbursement Log

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

   Also inside The Complete Proof Book, $59 for the first 100 families.

   $19

   Buy it, $19 See the Caregiver Reimbursement Log

5. 05

   Yearly Summary

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

   Also inside The Complete Proof Book, $59 for the first 100 families.

   $19

   Buy it, $19 See the Yearly Summary

6. 06

   Everything in One Place Inventory

   One record of a parent's accounts, income, insurance, property, documents, and people to call.

   Also inside The Complete Proof Book, $59 for the first 100 families.

   $12

   Buy it, $12 See the Everything in One Place Inventory

7. 07

   Bills and Due Dates Calendar

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

   Also inside The Complete Proof Book, $59 for the first 100 families.

   $7

   Buy it, $7 See the Bills and Due Dates Calendar

8. 08

   Family Meeting Kit

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

   Also inside The Complete Proof Book, $59 for the first 100 families.

   $7

   Buy it, $7 See the Family Meeting Kit

9. 09

   Scam and Fraud Shield

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

   Also inside The Complete Proof Book, $59 for the first 100 families.

   $5

   Buy it, $5 See the Scam and Fraud Shield

10. 10

    Family Update Kit

    A one-page Family Update, the First 30 Days as POA checklist, and a filled-in sample month. You keep this kit even if you refund a paid file.

    Free

    Get the free kit Read about the kit

The Complete Proof Book is listed first because it is the full set. Every piece in that set can also be bought on its own. When you are ready, you can buy the complete set, buy the POA Ledger at $29 while it lasts for the first 100 families, or buy the Estate Handoff Pages on their own.