Family Meeting Kit

A fillable checklist, agenda, roles, ground rules, and a record of what the family decided.

What you receive: The fillable PDF has five pages: a before the meeting checklist, an agenda, roles and responsibilities, ground rules, and a decisions record. You can type into it on screen or print it. An example filled in for a fictional family shows how a finished meeting record looks.

$7, with a full refund within 30 days and no subscription. It is also part of The Complete Proof Book, eight pieces for $59 for the first 100 families ($117 bought one at a time).

Record keeping templates only, not legal, tax, financial, or Medicaid advice. The Proof Book is a trade name of The Chalk and Ledger Group LLC.