Survey Your Family's Readiness
Please take a few moments (estimated 3 minutes) to complete this survey
Name
*
First Name
Last Name
Email
*
example@example.com
Referred by (if applicable)
First Name
Last Name
Referred by e-mail address (if known)
example@example.com
Are you:
*
Married or in a Long Term Relationship
Single
Do you have a will?
*
Yes
No
Back
Next
For the following questions, to be"prepared" means to be highly familiar with and currently capable of being solely responsible for all of the various elements that make up your personal affairs (Will, insurance, finances, tax preparation, properties, passwords, key contacts, family owned business, etc.). THE KEY CONCEPT IS IS THE INFORMATION ORGANIZED, EASILY ACCESSIBLE AND UP TO DATE.
On scale of 1 to 10, how prepared would you be in the event something happened (either incapacitated or a passing) to yourspouse/partner/significant other?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
On scale of 1 to 10, how prepared would your spouse/partner/significant other) be in the event something happened (either incapacitated or a passing) to you?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
On scale of 1 to 10, how prepared would your family (your most informed member) be in the event something happened (either incapacitated or a passing) to you?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
On scale of 1 to 10, how prepared would your Executor be in the event something happened (either incapacitated or a passing) to you?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
On scale of 1 to 10, how prepared would your Executor be in the event something happened (either incapacitated or a passing) to you and your spouse/partner/significant other?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
Back
Next
If something were to happen to you, would your Executor/family (most informed member):
*
Rows
Yes
No
Don't Know
N/A
Know where to find the originally executed version of your will?
Know your final wishes with regard to the funeral?
Easily know how to move forward with the Life Insurance Distribution process?
Know where to find and successfully navigate with your logins and passwords?
Know how to manage the family's short term liquidity?
Know how to get in contact with the attorney, accountant, and investment advisor?
Know how to get into the safety deposit box?
Know about all of the recurring expenses so the no longer relevant expenses can be canceled?
Know enough about the personal finances to navigate the expense management process of your household?
If you have a business in the family, know how to manage, sell, or wind down that business?
If something were to happen to you, would your spouse/partner/significant other:
*
Rows
Yes
No
Don't Know
N/A
Know where to find the originally executed version of your will?
Know your final wishes with regard to the funeral?
Easily know how to move forward with the Life Insurance Distribution process?
Know where to find and successfully navigate with your logins and passwords?
Know how to manage the family's short term liquidity?
Know how to get in contact with the attorney, accountant, and investment advisor?
Know how to get into the safety deposit box?
Know about all of the recurring expenses so the no longer relevant expenses can be canceled?
Know enough about the personal finances to navigate the expense management process of your household?
If you have a business in the family, know how to manage, sell, or wind down that business? (N/A if not applicable)
If something were to happen to your spouse/partner/signficant other, would you:
*
Rows
Yes
No
Don't Know
N/A
Know where to find the originally executed version of your will?
Know your final wishes with regard to the funeral?
Easily know how to move forward with the Life Insurance Distribution process?
Know where to find and successfully navigate with your logins and passwords?
Know how to manage the family's short term liquidity?
Know how to get in contact with the attorney, accountant, and investment advisor?
Know how to get into the safety deposit box?
Know about all of the recurring expenses so the no longer relevant expenses can be canceled?
Know enough about the personal finances to navigate the expense management process of your household?
If you have a business in the family, know how to manage, sell, or wind down that business? (N/A if not applicable)
Back
Next
Now that you have had a chance to review in detail the issues that would measure preparedness:
On scale of 1 to 10, how prepared would you be in the event something happened (either incapacitated or a passing) to your spouse/partner/significant other?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
On scale of 1 to 10, how prepared would your spouse/partner/significant other) be in the event something happened (either incapacitated or a passing) to you?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
On scale of 1 to 10, how prepared would your Executor be in the event something happened (either incapacitated or a passing) to you?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
On scale of 1 to 10, how prepared would your Executor be in the event something happened (either incapacitated or a passing) to you and your spouse/partner/significant other?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
On scale of 1 to 10, how prepared would your family (your most informed member) be in the event something happened (either incapacitated or a passing) to you?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
Have you agreed to take responsibility in anyone's "if something happens to me" planning (as Trustee, Executor, Personal Representative or otherwise)?
*
Yes
No
On scale of 1 to 10, how prepared would you be in the event something happened to the above person?
*
1
2
3
4
5
6
7
8
9
10
1 is least prepared, 10 is most prepared
If there was a piece of software that would securely allow you to gather all of the important information so your family and/or Trustee could more easily navigate all of the stress associated with managing the above issues, would you consider using it?
*
Yes
No
Submit
Should be Empty: