A paper trail you can actually maintain.
Track the money you manage for your parent with a spreadsheet or printable pages. A completed example shows you how to get started.
Tools for organizing records—not legal or financial advice.
Printable tools · For adult children caring for parents
When you’re managing a parent’s money and care, the details matter. Simple spreadsheets and printable records help you keep track—and keep your family informed.
Digital downloads. Print what you need. A 30-day fix-or-refund promise.
Our promise to your family
Practical records, not complicated software.
Use on paper or in a spreadsheet.
30 days: we’ll fix it or refund you.
A little structure. A lot less guesswork.
You don’t need to remember every payment, call, and decision. Give the details a home, then share a clear picture with the people who need it.
Track the money you manage for your parent with a spreadsheet or printable pages. A completed example shows you how to get started.
Tools for organizing records—not legal or financial advice.
01 / Keep family in the loop
Use the free monthly family update kit to make regular communication part of your routine. Start here, even if you’re not ready to buy.
Find the free kit02 / See the bigger picture
The complete caregiver system brings money, family, care, and after-death tasks into one broader set of tools. Choose it when you need more than a ledger.
Start where you are
Free
A simple starting point for keeping your family informed each month.
Find the free kit$29
Spreadsheet, printable pages, completed example, bank contact log, scam-protection material, and bonus records pack.
Explore the POA Ledger$97
Tools for money, family, care, and after-death tasks. Founding offer for the first 100 families; the price will rise afterward.
Explore the complete systemEvery purchase includes our 30-day fix-or-refund promise.
Your next step
Start with the POA Ledger, or try the free family update kit. Build a clearer record, one entry at a time.