ESTATE PLANNING GUIDE FLIPBOOK JUNE 9 - Flipbook - Page 20
BRADLEY LAW FIRM, PLLC
AT TOR N EY AT L AW
Who would you choose to carry out the directions designated in your Last Will & Testament at the time of your death?
Will
Executors
Husband’s Responses
Wife’s Responses
Second Choice
Third Choice
Assets Information
The values listed are for discussion purposes only. A more accurate list will be obtained at a later date. You may
use the back of this paper to continue a list in each category of asset.
To identify the Owner of an asset, use “JTS” for joint ownership with spouse; “JTO” for joint ownership with non-spouse;
“H” for Husband as sole owner; “W” for Wife as sole owner; or “T” if owned by a revocable trust that you have created.
Bank and Savings Accounts. To identify type of account, use “CA” for checking account; “SA” for savings account; “CD” for
certificate of deposit; “MM” for money market account. Do not include IRAs or 401(k)s here.
Financial Institution
Owner
Market Value
Type of Account
Bank and Savings
Accounts
1.
2.
3.
4.
5.
Stocks, Bonds or Investment Accounts. List any and all stocks and bonds you own. If held in a brokerage account, lump them
together under each account. Do not include IRAs or 401(k)s.
Stock, Bond or Investment Acct
Owner
Market Value
Type of Plan
Stocks and Bonds
1.
2.
3.
4.
5.
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Married Ver. 2015