The cover of the guide beside the worked example's Status Report and Task Board

SEV Family Care Coordination Kit

£17.00
Skip to product information
The cover of the guide beside the worked example's Status Report and Task Board
  • The cover of the guide beside the worked example's Status Report and Task Board
  • The Tasks sheet and the Task Board of the worked example: each family member's open tasks, 11 open and 2 overdue
  • The Status Report of the worked example: appointments, medicines to order, tasks by person, next steps, claims and shared costs
  • The Medicines sheet of the worked example, with runs-out and order-by dates and reminders, beside the Fridge Sheet
  • The Ledger and the Report of the Attorney Ledger worked example, with balances, categories and gifts of £35.00 in October 2026
  • The printable fridge sheet beside a list of the kit's files
  • The cover of the guide beside the worked example's Status Report and Task Board
  • The Tasks sheet and the Task Board of the worked example: each family member's open tasks, 11 open and 2 overdue
  • The Status Report of the worked example: appointments, medicines to order, tasks by person, next steps, claims and shared costs
  • The Medicines sheet of the worked example, with runs-out and order-by dates and reminders, beside the Fridge Sheet
  • The Ledger and the Report of the Attorney Ledger worked example, with balances, categories and gifts of £35.00 in October 2026
  • The printable fridge sheet beside a list of the kit's files
SEV Family Care Coordination Kit

SEV Family Care Coordination Kit

£17.00
Product Overview

When several people help look after a parent, things slip: a repeat prescription nobody ordered, a call nobody logged, a cost nobody split. This kit gives the family one shared record, so that everyone can see who is doing what and what is due.

  • Family Workbook (Excel and Numbers): the care circle and contacts; appointments with questions and outcomes; medicines copied from the pharmacy label, with when each supply runs out and when to order the repeat (skipping weekends and England and Wales bank holidays); tasks with one owner each, and a Task Board showing every person's open jobs; a log of calls and letters with reference numbers and next steps; claims and applications with chase dates; family costs with a fair split and settling up; and a weekly or monthly Status Report and a Fridge Sheet that fill themselves in.
  • Attorney Ledger (Excel and Numbers), England and Wales: for a property and financial affairs attorney under a lasting power of attorney (or an enduring power of attorney made before October 2007). The person's accounts kept separate, every payment with a running balance, a gifts log with the customary-occasion check, expense claims, important decisions with the reasons, and a period report to share with co-attorneys or family.
  • Guide and quick-reference sheets (PDF, 26 pages): the first family conversation, who owns what, sharing the record safely, recording medicines, what GOV.UK says about being a finance attorney (with sources), where to get help, and sheets to print: fridge sheet, emergency contacts, hospital bag, hospital stay, call log and weekly update.
  • Three Word letters: consent to share information; to the GP surgery about registering as a carer and family and carer access; to a bank or building society about registering an LPA.

The worked examples follow a fictional family: Margaret Ellis ("Mum"), cared for by Ruth, David, Claire and Tom. On Monday 9 November 2026 the Status Report shows 2 appointments in the week of 2 November and 3 in the next 14 days, 3 medicines to order or check, 11 open tasks (2 overdue), and £176.70 of shared family costs, with Tom owed £29.00. The Attorney Ledger's October report shows the current account moving from £3,444.30 to £3,294.41, gifts of £35.00 (a grandchild's birthday and a regular charity donation) and expenses of £36.80 repaid to an attorney.

Who it is for

  • Adult children and families sharing the care of a parent in the UK, nearby or at a distance.
  • A sibling who has become a finance attorney and wants a clear record to share.
  • Families who would rather keep their own file than ask everyone to adopt an app.

Contents

File — What it is

Family Workbook — 14 sheets: Start Here, Status Report, Care Circle, Contacts, Appointments, Medicines, Tasks, Task Board, Contact Log, Claims, Expenses, Fair Split, Fridge Sheet, Rates and Sources

Attorney Ledger — 8 sheets: Start Here, Report, LPA Details, Ledger, Gifts, Expense Claims, Decisions, Rates and Sources

Guide and sheets — 26 pages: Start, Care, Health, Money, Help, Sheets

Word letters — 01 Consent to share information · 02 GP surgery: carer and family access · 03 Bank or building society: registering an LPA
Included Files
  • Family Workbook, blank (XLSX (spreadsheet))
  • Family Workbook, worked example (fictional) (XLSX (spreadsheet))
  • Attorney Ledger, blank (XLSX (spreadsheet))
  • Attorney Ledger, worked example (fictional) (XLSX (spreadsheet))
  • A4 Digital (PDF)
  • A4 Print (PDF)
  • US Letter Digital (PDF)
  • US Letter Print (PDF)
  • 3 letters × A4 and US Letter, fonts with OFL (ZIP (Word letters and fonts))
Compatibility & Access
  • Start with the Family Workbook: fill in the Care Circle, then add contacts, appointments, medicines and tasks. Type only in the shaded cells.
  • Share it carefully: the guide explains where to keep the master copy and who should see what. Keep the Attorney Ledger with the attorneys and share its Report.
  • Print the sheets from the print edition at 100% scale (Actual size). Open the digital edition in a PDF app on screen.
  • Adapt the letters in Microsoft Word: page 2 of each explains it; delete it before you send.
  • A record-keeping and co-ordination kit for families who look after a parent in the UK. It helps you keep track of appointments, medicines as prescribed, tasks, calls and letters, shared costs and, for a finance attorney in England and Wales, the person's money. It does not give medical, legal or financial advice. It does not check doses, interactions or timings: follow the prescriber and the pharmacist. It is not a medical record, not a secure system and not a form from the NHS, the Office of the Public Guardian or any organisation. The guidance on lasting powers of attorney applies to England and Wales; Scotland and Northern Ireland have their own rules.
  • In an emergency, call 999. For urgent medical help that is not an emergency, use the service for your nation. England: NHS 111 (call 111, or use NHS 111 online for anyone aged 5 or over). Scotland: NHS 24 on 111. Wales: NHS 111 Wales. Northern Ireland: contact your GP or your local GP out-of-hours service, and use your HSC Trust's Phone First route where it is available.
  • The medicine names in the worked example are placeholders, not real medicines or doses.
  • A spreadsheet is not a secure system. The guide gives practical advice on where to keep the files and how to share them. The workbooks have no place for passwords, PINs, full card numbers or security answers.
  • Benefit and official figures were checked on GOV.UK and NHS pages on 27 October 2026 and are listed, with their sources, on each workbook's Rates and Sources sheet.
  • The sheets are protected without a password, so that formulas are not overwritten by accident.
  • The PDFs contain no form fields. Links and bookmarks work in standard PDF readers.
  • This is a digital product: nothing is posted, and no shipping charge applies.
  • Printed results depend on your printer, ink and paper.

This is a digital product supplied by SwordEyeVisions Ltd. 9 downloadable files: Family Workbook, blank, Family Workbook, worked example (fictional), Attorney Ledger, blank, Attorney Ledger, worked example (fictional), A4 Digital, A4 Print, US Letter Digital, US Letter Print, 3 letters × A4 and US Letter, fonts with OFL. No physical product is supplied and no shipping charge applies.

This product is offered for immediate digital delivery. Before completing your purchase, you will be asked to consent to supply before the end of the 14-day cancellation period and acknowledge that your right to cancel ends when supply begins. Once payment succeeds and those requirements are completed, your download link is sent automatically to the email address used for your order. You do not need to email us to request delivery.

Keep your order confirmation and download email. If you cannot find them, check your spam or junk folder. For delivery, cancellation or file-access assistance, contact info@swordeyevisions.com with your order number.

As a consumer, you normally have 14 days after the day your contract is formed to cancel without giving a reason. If you validly consent to early supply and acknowledge the loss of your cancellation right, that right ends when supply begins. To cancel while that right remains, email info@swordeyevisions.com with your order number and a clear request to cancel. No special wording is required. Your statutory rights if digital content is faulty, not as described or otherwise fails to meet legal requirements remain unaffected.

Refunds and statutory rights

If you exercise a valid statutory cancellation right, we will refund the amount due without undue delay and within 14 days after you tell us you are cancelling, using the original payment method unless we agree otherwise, without a refund fee. After supply, we will assess any problem with the digital content and provide the remedy required by law. We may consider goodwill requests individually; no additional blanket refund guarantee is promised. Where an order is cancelled or refunded and access is withdrawn, we deactivate its download access separately. Deactivation does not remove copies already saved to your device. These terms do not limit rights that cannot lawfully be excluded.
Licence

One purchase is for one family or care-coordination group looking after one person. You may share copies with the relatives, attorneys and carers in that group who help coordinate that person's care, on their own devices. The files may not be resold, redistributed outside that group, sublicensed, published or uploaded for others, or presented as your own work. Sharing a copy gives nobody authority over the person's care, health records or money.
Digital Terms
Digital Product Terms
Support

For delivery, cancellation, download or file questions, contact info@swordeyevisions.com with your order number.

You may also like