The Power of Attorney Organizer

Someone you love can no longer manage on their own, and your name is on the power of attorney. Now what?

Being named agent usually comes with no training and no instructions. Almost overnight you're paying bills, talking with doctors, calling the bank, and answering questions from brothers and sisters. And the law expects you to keep their money separate from yours and to account for every dollar.

The Power of Attorney Organizer is a calm, step-by-step companion for that role. Each section opens with a plain-language page that explains your duties, what to gather, and what to ask your attorney, followed by the records you need.

What's Inside

• Stepping into the role: your duties as agent, questions for your attorney, the documents that give you authority, and a first-weeks checklist
• A tracker for presenting the power of attorney to every bank and institution, and what each one asked for
• A 20-page Monthly Transaction Ledger plus cash withdrawal, reimbursement, gifts, and agent compensation logs
• Monthly balance summaries and an annual accounting summary you can share with family, an attorney, or a court
• Property and benefits: the home, a belongings inventory, insurance, Social Security, VA benefits, and a Medicaid document checklist
• Health care decisions: a decisions log, care options compared, facility comparison worksheets, and hospice and palliative care pages
• Family and protection: family update logs, warning signs of scams and exploitation, and a 20-page Agent's Diary
• A glossary of the terms banks, doctors, and attorneys will use

Who It's For

Agents under a financial or health care power of attorney, successor trustees of a living trust, and anyone who has just stepped in to care for a parent's or spouse's affairs.

Details

Pages	111
Page size	8.5 x 11 inches (US Letter)
Paperback ISBN	9798175728980
Printable PDF	Black and white. Print at “Actual size” or 100%. A few pages are intentionally blank so double-sided printing lines up.
Publisher	Whitfield House Press

This organizer is a record-keeping tool. It is not a power of attorney and is not legal, tax, financial, or medical advice. Rules vary by state; always confirm the steps with an attorney or other licensed professional.