Everything in One Place Inventory

One record of a parent's accounts, income, insurance, property, documents, and people to call.

What you receive: The workbook opens in Excel and in Google Sheets. Its tabs cover accounts (last four digits only, where to find access, and whether your POA is on file), income and benefits, insurance, home and property, a documents locator, and people to call, with a one page summary that adds itself up. Seven printable pages and an example filled in for a fictional parent come with it.

$12, 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.