The Family Update Kit (Free)

A simple one-page Family Update that keeps everyone in the loop on Mom or Dad's money, so questions get answered before they turn into worries. The kit includes a fillable PDF and a spreadsheet version for Excel or Google Sheets, a First 30 Days as POA checklist, and a filled-in sample month so you can see what good records look like. These are record-keeping templates only and are not legal, tax, or financial advice.