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Custom Financial Planning Survey
Do you have a written Financial Plan?
*
Yes, a detailed plan that includes an Estate Plan
Yes, but mainly just covers investment planning
Yes, but it is kind of piecemeal.
No, not really
*
Indicates required field
Do you have an Estate Plan?
*
Yes, A detailed plan
Just a will
Yes, but not detailed
Not even a will
Do you want to leave a legacy or spend it all?
*
Can't take it with me - might as well spend it all
I want to leave a legacy for my children/grandchildren and/or charity
Are you familiar with the main types of Trusts?
*
Yes
No
Do you have any Trusts or Partnerships established to pass on wealth?
*
No
Yes, but only in my Will
Yes - and up and running already
What type of Life Insurance do you carry? Check all that apply.
*
Term Insurance
Whole Life or other permanent insurance
Insurance through my work
Do you have a Long Term Care Plan?
*
Yes
Yes, but needs updating
No
Do you have an End of Life Plan?
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No
Yes
Yes, but needs updating
Check all that apply
*
I Don't want to run out of money while alive
I want to leave a large charitable gift
I want to leave a large legacy to children/grandchildren
Please enter a valid email address
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