For assistance in completing this form, contact us at forms@the-bradley-group.com or 608-218-4166.
Instructions:
Unless otherwise indicated, all items on this form refer to the decedent.
This form can be:
1. completed electronically and then printed or saved to .pdf, or
2. printed first and completed by hand.
Send this form and supporting documents to forms@the-bradley-group.com.
Decedent Information
Address at time of death
Demographics
Dependents
Household
For each person living in the decedent's household at the time of death, please list the name, date of birth, and relationship to the decedent.
Full Name
Date of Birth
Relationship to Decedent
Other Dependents
For other dependent individuals (not living in the household), please list the name, date of birth, and relationship to the decedent.
Full Name
Date of Birth
Relationship to Decedent
Medical
Education
Employment
Annual wages and salary received
Year
Income
% of Year Employed
Note: Attach documentation supporting wages and salary received.
Describe all benefits provided by the employer, or to which the employer contributed prior to death.
Note: Attach copies of any I.R.A., 401K, Profit Sharing, or other benefit plans.
Household Services
For each category of tasks below, indicate the frequency and extent to which the decedent engaged in these activities using the scale described below:
0 - Had no role in these tasks
1 - Occasionally performed these tasks
2 - Regularly performed these tasks
3 - Was primarily responsible for performing these tasks
dressing, bathing, feeding, supervising, or transporting to and from events (includes children and adults)
feeding, grooming, walking, picking up after, or otherwise caring for household pets
vacuuming, sweeping, mopping, dusting, making beds, emptying trash, washing clothes, ironing, folding and putting laundry away, putting groceries away
food preparation, cooking, serving, setting & clearing a table, washing dishes, loading & unloading a dishwasher, cleaning the kitchen
painting, house repairs, gardening, mowing, trimming, edging, weeding
car washing, vacuuming, arranging appointments for maintenance & repair, taking vehicles to appointments
shopping for groceries and other household items, disposing of trash, yard waste, etc. and other travel to complete tasks not included in other categories
Other
Litigation
Document Attachments
When submitting this form please attach any supporting documents, which may include: