Sample pages
Previews are cropped and faded so they can't be printed and used in place of the kit.
Establish
Legal Authority & Document Organization
It’s hard to act calmly when you aren’t sure which documents exist, what they say or where they are. Nine document tools: an inventory of legal, estate, benefits and ID documents, where originals and copies are kept, renewal dates, and which institutions have authorization on file.
9 working toolsPrintable PDFNational Edition · 2026
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This kit is Section 2 of the National Workbook. Kit 02: $29 · 9 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
- You have just been named as an agent, or expect to be.
- An institution asks for documentation before it will speak with you.
- A document cannot be found, or a copy may be out of date.
- A yearly review of documents, renewals and authorizations.
What it helps you do
The Handbook explains how these documents work. This kit records which ones exist for this person, what they say and where they are.
Who it’s for
Agents and future agents who need to track the documents behind the role.
What’s inside
- Authority and scope review, in the document’s own words
- Healthcare decision documents
- Trust, estate and benefits documents
- ID records and secure storage locations
- Renewals and institution authorizations
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.