Templates · Print as many as you need

Financial Recordkeeping Pack

Ledgers and trackers that keep you audit-ready. Print a fresh set each month, keep them in one binder with receipts, and your accounting takes care of itself.

Decision log

One line per decision made on the principal’s behalf — what you did, why, and who you spoke with.

Date	Decision / action taken	Reason / principal’s wishes	People involved

Expense & income ledger

Every dollar in or out. Mark the receipt column when the paper copy is filed in the binder.

Date	Description	Account	In ($)	Out ($)	Receipt?	Logged?

Monthly review: reconcile this ledger against statements, file receipts, then sign and date the bottom of the sheet.

Reviewed by: ______________________________    Date: ______________

Account inventory

One row per account. Keep this sheet especially secure — never record full passwords here.

Institution	Account type	Last 4 digits	Power of Attorney on file? (date)	Contact / notes

Key contacts

Role	Name	Phone	Email
Attorney
Tax preparer
Financial advisor
Insurance agent
Primary physician
Successor agent