On its own ยท $19
Once a year it helps to step back and see the whole picture of a parent's money on one page. The Yearly Summary turns twelve months of records into a single, calm view that family members and a CPA can read in a few minutes.
$19
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What you receive
The workbook opens in Excel and in Google Sheets. It has a twelve month grid on the same lines as the Family Update, a monthly check against the bank balance, and a one page Year at a Glance with a short year end checklist. A printable version and an example filled with a fictional year come with it.
The full set
The Yearly Summary is $19 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. You can type the monthly totals from any records you keep. If you do use the POA Ledger, its Annual Summary gives you the numbers in the same order.
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.