ESTATE PLANNING GUIDE FLIPBOOK JUNE 9 - Flipbook - Page 22
BRADLEY LAW FIRM, PLLC
AT TOR N EY AT L AW
Other Property. List other property that you have that does not fit into any other listed category. This may include an interest in a
closely-held business, monies owed to you, etc.
Description
Owner
Market Value
Other Property
1.
2.
3.
4.
5.
ADDITIONAL IMPORTANT ISSUES
Are either of you currently receiving, or are entitled to receive, any money or other types of assets from a trust set up by
someone else for your benefit? Yes No
Do either of you expect to receive an inheritance in the future from parents, relatives, or friends? Yes No
If you answered the previous question “Yes”, please estimate the approximate total value of the inheritance you expect t o
receive. Husband: $
Wife: $
Additional Documentation
General Document Request
In some instances, it is necessary for us to review other documents before I can make planning recommendations. If
possible, please bring with you to the Initial Interview the following documentation:
•
•
•
Copies of existing planning documents, including wills, trusts, powers of attorney, health care proxy, living wills,
etc.
Pre-marital or Post-marital Agreement (if applicable).
Divorce Decree or Property Settlement Agreement for divorce under which continued obligations exist such as one
of you paying child support, paying for medical insurance for minor children, or requiring you to carry life
insurance on your life for the benefit of your child(ren).
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Married Ver. 2015