Family Paperwork
Plain-language organizers for families facing a medical crisis, a long decline, or a loss.
Each book covers a different moment a family faces: getting organized before anything happens, managing a loved one's affairs when they no longer can, and settling an estate after a death. Every book comes as a paperback or a printable PDF.
Before
Medical, Caregiving, Legal, and Financial Records in One Place
Everything your family will need to know if something happens to you: doctors and medications, where the important documents are kept, accounts and beneficiaries, and your wishes, gathered calmly and ahead of time.
Paperback $14.99, 113 pages, 8.5 x 11 inches. Printable PDF $9.99, US Letter size.
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During
A Step-by-Step Guide and Record Book for Managing a Loved One’s Affairs
For the person whose name is on the power of attorney. Plain-language guidance on your duties as agent, with the ledgers, logs, and decision records you need to act with confidence and protect yourself.
Paperback $14.99, 111 pages, 8.5 x 11 inches. Printable PDF $9.99, US Letter size.
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After
A Step-by-Step Guide and Record Book for Settling a Loved One’s Estate
For executors, personal representatives, and successor trustees. A calm guide from the first days through final distribution, with trackers, inventories, an expense ledger, and a daily diary.
Paperback $14.99, 111 pages, 8.5 x 11 inches. Printable PDF $9.99, US Letter size.
See what's insideBoth editions have the same pages. Choose the one that fits how you like to work.
A bound book with large 8.5 x 11 inch pages, printed on white paper and sold on Amazon. It's a good choice if you want everything in one place on a shelf, or you're giving it as a gift.
An instant download you print at home on standard US Letter paper. Print the whole book for a three-ring binder, or only the pages you need. When the medication logs, ledgers, or diary pages fill up, print more.