Sample pages
Previews are cropped and faded so they can't be printed and used in place of the kit.
Organize
Principal Profile & Master Reference
When someone has to step in, the basics are scattered or in one person’s head. Twelve fill-in reference sheets that bring together contacts and family, health and medication information, coverage, providers, financial institutions, legal documents and digital accounts.
12 working toolsPrintable PDFNational Edition · 2026
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This kit is Section 1 of the National Workbook. Kit 01: $39 · 12 tools. Complete Workbook: $59 · all 13 sections · 113 tools.
Choose one kit for a specific need. Choose the complete Workbook when you need tools across several areas. About the complete Workbook →
When this kit helps
- An emergency, hospital visit or facility intake, when basic facts are needed right away.
- The first weeks after being named as an agent, or before anyone needs to step in.
- A new provider, pharmacy or care setting asks for the same information again.
- A yearly review, to confirm the details are still current.
What it helps you do
The Handbook explains what an agent may need to know. This kit is where you write down the person’s actual information.
Who it’s for
Anyone preparing their own information, or stepping in to help someone, who needs one reliable reference.
What’s inside
- Key contacts and family relationships
- Health, medication and allergy information
- Insurance, providers and pharmacy
- Financial institutions and legal documents
- Digital accounts, recorded without passwords
This kit is one section of the POA Caregiver™ Workbook — National Edition, not the complete Workbook.
Why this resource exists
Each tool is here because a real moment in the Power of Attorney role called for a clearer way to keep track, ask the right question or document what happened.
Lived experience shaped these tools. It does not replace advice from a qualified attorney, healthcare provider, financial professional or other adviser.
Format & license
A printable PDF, for personal use. It is not a fillable PDF. Print as many copies as you need for yourself or a person you are assisting.
This resource is licensed for the purchaser's personal use and may be printed or duplicated for use in organizing information for themselves or a person they are assisting. It may not be resold, redistributed, shared publicly, uploaded to shared resource libraries, reproduced for commercial use, or modified and represented as another person's or organization's work.
National scope
National educational and organizational resources. Laws, documents, institutional requirements and local resources vary by state. These kits help you prepare and organize; they do not replace advice from qualified professionals or create Power of Attorney authority.