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Friday, July 21, 2023

The Official Power of Attorney Agent's Log Book - Estate Planners!

 

The Official Power of Attorney Agent's Log Book 

The best way for Power of Attorney Agent's to manage the affairs of the Principle today!  







290 page Log book includes:

  • Estate Planning Information
  • Estate Planning Checklists, Valuables, 2 pages
  • Bills and Creditors List, 2 pages
  • Who Is Your Family List, 2 pages
  • Locations of Important Paperwork List, 1 page
  • Medical Information, 1 page
  •   Known Allergies List, 1 page
  •   Know Medical Conditions, 1 page
  •   Physician/Doctors Contacts, 2 pages
  •   Hospitals, 1 page
  •   Assisted Living Contacts, 1 page
  •   Social Worker’s Contacts, 1 page
  •   Lifestyle & Habits, 1 page
  •   Preferred Products List, 1 page
  •   Final Wishes Journal, 2 pages
  • Your Role and Instructions and Agent
  • Information about the Principle, 3 pages of questions
  • Contacts, 10 pages (30 entries)
  • Important Websites, 12 pages (36 entries)
  • General Ledger, 17 pages (255 entries)
  • Receipt Log, 31 pages (372 entries)
  • Online Purchase Log, 25 pages, (300 entries)
  • Gift Log, 6 pages, (72 entries)
  • Cash Disbursements / Account Payable, 26 pages (416 entries)
  • Transportation Log, 26 pages, (312 entries)
  • Agent’s Reimbursement Log Tasks, 26 pages, (442 entries)
  • Agent’s Reimbursement Log Shopping, 25 pages, (350 entries)
  • Notes Journal, 29 pages, (552 lines)
  • One Receipt Pocket




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