ESTATE PLANNING GUIDE FLIPBOOK JUNE 9 - Flipbook - Page 19
BRADLEY LAW FIRM, PLLC
AT TOR N EY AT L AW
Children (by Birth or Adoption)
Name
Birthdate
Child of:
Husband Wife Joint
Husband Wife Joint
Husband Wife Joint
Husband Wife Joint
Husband Wife Joint
Husband Wife Joint
Does any child have special educational, medical or physical needs, or receive governmental benefits? Yes
No If so, please print “S” by the child’s name above.
Advisors
Accountant
Phone
Financial Advisor
Phone
Insurance Agent
Phone
Referred to Our Firm By
Successors- First being your Spouse, then followed byWho will serve as guardian for you and your minor children (if needed)?
Guardians
Husband’s Responses
Wife’s Responses
Second Choice
Third Choice
If you were incapacitated for any period of time, who would you choose to handle your financial affairs?
Power of
Attorney
Agents
Husband’s Responses
Wife’s Responses
Second Choice
Third Choice
If you were (both) incapacitated for any period of time, who would you choose to make health care decisions for you?
Medical
Agents
Husband’s Responses
Wife’s Responses
Second Choice
Third Choice
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Married Ver. 2015