Family money plan worksheet

Family money plan worksheet

My trusted adult

• Name: ______________________ Phone: ______________________
• Backup: ______________________ Phone: ______________________
• We talked, and they agreed on (date): ____________

Power of attorney

• Money power of attorney signed and dated
• Notarized, or signed by two qualified witnesses
• My bank said it will accept it, or I used the bank's form
• Copy given to my trusted adult

Bank

• Bank name: ______________ Account type: ______________
• Online banking set up
• Automatic payments set up for: ______________________
• Asked bank about adding a person or naming someone to receive the money

Car

• DMV REG 260 signed in ink, copy kept
• Thought about adding a trusted adult to the title (REG 256), "OR" or "AND"
• Lender name and phone: ______________________

Home

• Landlord name and phone: ______________________
• Rent amount and due date: ______________________
• Rent paid automatically, or plan for who pays: ____________

Taxes

• Last two years of tax returns in my folder
• Form 8821 or 2848 if I want someone to help with the IRS

Bills list

My folder is kept at: ______________________

Do not write passwords, PINs or full account numbers on this sheet.

From Family Money Plan. Facts checked October 21, 2026. Free information, not legal or medical advice.