Sample pages
Previews are cropped and faded so they can't be printed and used in place of the kit.
Act
Financial Stewardship & Accountability
An agent handling someone else’s money needs to be able to show what happened to it. Ten printable tracking and documentation tools for bills, recurring obligations, expenses, reimbursements, account reviews, tax documents, benefits and financial concerns. No spreadsheet is included.
10 working toolsPrintable PDFNational Edition · 2026
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This kit is Section 5 of the National Workbook. Kit 05: $29 · 10 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 begun paying bills or managing accounts for someone.
- Each month, to record what came in, what went out and what is due.
- You paid for something yourself and may be reimbursed.
- Tax season, or when someone asks how money has been handled.
What it helps you do
The Handbook explains financial responsibilities. This kit is the month-by-month record of how they were carried out.
Who it’s for
Agents managing someone’s finances, people preparing to serve, and individuals organizing their own finances for a future agent.
What’s inside
- Monthly dashboard and bill tracking
- Expense ledger and reimbursement records
- Account review and tax documents
- Benefits monitoring
- Financial concern reports
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.