Caregiver Records Kit: POA Expense Log, Hours Log and Family Summary
If you handle money for a parent, spouse or another loved one, sooner or later someone asks you to explain it: a sibling, a bank, a caseworker, a tax preparer. This kit helps you keep the records at the time, in one place.
WHAT YOU GET
A workbook (Excel, works in Google Sheets) with a ledger, hours log, pay log, monthly summary, a one-page family summary, a records checklist, a 60-month statement tracker, and a printable list of questions to ask your state office, an attorney, and a tax preparer.
A 12-page playbook in plain English.
A blank written-care-arrangement worksheet (a worksheet, not a contract).
Family update letter and email templates.
A fictional example so you can see it filled in.
WHO IT IS FOR
Adult children, spouses and agents under a power of attorney who pay or advance money for a parent, spouse or other loved one, or who provide care.
WHAT IT IS NOT
This is a record-keeping tool and general education. It is not legal, tax, financial or medical advice, and the publisher is not a law firm. Rules about powers of attorney, Medicaid and taxes vary by state and change. The kit does not tell you how to classify any payment or whether any arrangement is permitted where you live. It tells you what to track and what to ask.
COMMON QUESTIONS
Will this get my parent approved for Medicaid? No. Nothing can promise that. The kit helps you organize records that offices commonly ask for.
Does it work for my state? The workbook and playbook are general. State-specific rules and forms come from your own state agency; the kit points you to them.
Does it include pay rates? No. It has blanks for your own figures, after you talk to a professional.
What format? Excel workbook, Word documents, and a PDF playbook. Instant download.
Refunds: Because this is a digital download, there are no refunds. If the file does not work as described, we will correct the spreadsheet problem and send you a new download.
Not reviewed by an attorney or tax professional.