The Complete Proof Book

The Complete Proof Book gives you one calm, organized place to keep a parent's money records, from the first month you step in as power of attorney through each year and on to the estate.

The set includes eight pieces, shown here with their founding values:

POA Ledger ($29, later $47)

Estate Handoff Pages ($19)

Caregiver Reimbursement Log ($19)

Yearly Summary ($19)

Everything in One Place Inventory ($12)

Bills and Due Dates Calendar ($7)

Family Meeting Kit ($7)

Scam and Fraud Shield ($5)

Bought one at a time, those come to $117. The set is $59 for the first 100 families. The free Family Update Kit is included as well.

Every workbook opens in Excel and Google Sheets, and each piece comes with a filled in example and printable pages. Whenever we add something new to the set, it is sent free to the email you used at checkout. There is no subscription. If a file does not work or is not what was described, email hello@theproofbook.com within 30 days and we will fix it or refund it.

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