Coach Playbook Gear Team Team members New Team Member Information First Name * Last Name * Email Address * Phone # * Relationship * Spouse/partner Son/daughter Parent Other relative Friend Financial professional Legal professional Medical professional Other professional Legal role(s) Power of attorney Healthcare proxy Executor Trustee Responsibilities Helps pay bills and reconcile bank accounts Helps with investment decision-making Provides caregiving Helps with healthcare decision-making Helps with legal decision-making Additional info Add another member Remove Add This Team Member If you are human, leave this field blank. Δ
