Start Here · Whole Journey

Getting Started Kit

Know where you are and what to do first.

When you’ve just stepped into a POA or caregiving role, or want to prepare before you do, the Getting Started Kit helps you find your footing. Identify where you are in the POA Caregiver Journey, what documents exist, what needs attention now, and what to do next. It works whether you’re helping someone else or organizing your own information for the person who may one day help you.

Included

journey overview
Where Am I Right Now?
immediate priorities
document locator
POA document review questions
information, healthcare, financial, benefits and residence snapshots
key contacts
binder setup
missing-information tracker
next steps
30-day starting plan

PDF, 25 pp · 18 worksheets & trackers

$19

Also part of the Foundations Bundle.

PREVIEW INSIDE

See what you’re getting before you purchase.

POA Caregiver resources are educational and organizational. They do not provide legal, medical, financial, tax, or accounting advice. Requirements vary by state and institution.