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Kit 06 cover: Home, Property & Asset Management

Sample pages

  • Sample page: Property Snapshot Sheet

  • Sample page: Vendor / Contractor Contact Sheet

Previews are cropped and faded so they can't be printed and used in place of the kit.

Act

Home, Property & Asset Management

National Workbook Kit 06 · Section 6 of the POA Caregiver™ Workbook — National Edition

A home still needs care, bills paid and decisions made, whether or not anyone lives in it. Ten tools for each property’s facts, utilities and services, maintenance, vendors, access, expenses, sale preparation, moving and vacant-home security.

10 working toolsPrintable PDFNational Edition · 2026

$24

Printable PDF · ready in My Resources right after payment, with an access link in your confirmation email. No account needed before you pay; any applicable sales tax is shown on Stripe’s secure checkout.

This kit is Section 6 of the National Workbook. Kit 06: $24 · 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 are responsible for a home that someone owns or rents.
  • A home is vacant, being repaired, or being prepared for sale.
  • A move is being planned.
  • Vendors, contractors or family need access to the property.

What it helps you do

The Handbook explains the responsibility. This kit keeps the property’s details and history in one place.

Who it’s for

Anyone responsible for a home that is occupied, vacant or being sold.

What’s inside

  • Property facts and key contacts
  • Utilities, services and maintenance
  • Vendors and property access
  • Expenses and decisions
  • Sale, move and vacancy checklists

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.

Why POA Caregiver exists →

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.