Questionnaire:
Your Name (required)
Your Email (required)
1. Do you have a signed legal will? YesNo
2. Was your will drafted by a lawyer? YesNoNot Applicable
3. Have you updated your will in the past 2 years? YesNoNot Applicable
4. Has your financial advisor, accountant or lawyer reviewed your will in the past 2 years? YesNoNot Applicable
5. Do you intend to leave your entire estate to your partner or to just one family member? YesNo
6. Are you leaving an asset to your partner with the intention that it will ultimately be given to another specific individual(s)? YesNoNot Applicable
7. Have you established any trusts as part of your estate plan? YesNo
8. Do the beneficiaries of your trusts know how your wealth will be distributed? YesNoNot Applicable
9. Do all your executors have a copy of your will? YesNoNot Applicable
10. Are any of your executors more than 10 years older than you? YesNoNot Applicable
11. To the best of your knowledge, do all your named executors have prior experience in this role? YesNoNot Applicable
12. Do all your intended beneficiaries know who you have selected as your executor(s)? YesNoNot Applicable
13. Have you changed your will more than once in the past year? YesNoNot Applicable
14. Do all of your beneficiaries over the age of 18 have a will? YesNoNot Applicable
15. Have you held a meeting in the past year to discuss your estate plan, with all of your intended beneficiaries included in the meeting? YesNo
16. Have you held a family meeting in the past year that included at least 3 generations of your family? YesNoNot Applicable
17. Was your financial advisor, accountant or lawyer present at any of your family meetings in the past year? YesNoNot Applicable
18. Do you think the risk of disclosing the contents of your will to your intended beneficiaries is greater than the risk of keeping it confidential? YesNo
19. Are you concerned that your gifts to your intended beneficiaries will diminish their work ethic and drive to succeed? YesNo
20. If one of your intended beneficiaries plays a more active role in your health care, do you intend to compensate that person while you are still living? YesNoNot Applicable
21. If you or your partner lives to 90, will your intended beneficiaries likely need to fund a portion of your care? YesNo
22. Do you have a power of attorney? YesNo
23. Does the person(s) you have selected as your power of attorney have a copy of your power of attorney document? YesNoNot Applicable
24. Do all of your intended beneficiaries know who you have selected as your Power of Attorney? YesNoNot Applicable
25. Has at least one of your blood parents or grandparents been diagnosed or displayed symptoms of dementia or other neurological disease? YesNoNot Applicable
26. Do you have a health care power of attorney, sometimes called a living will? YesNo
27. Have you shared a copy of your health care power of attorney/living will with all of your intended beneficiaries who are related by blood? YesNoNot Applicable
28. Do you have a thorough, up-to-date list of your assets; for example, bank accounts, investments, real estate, automobiles, safety deposit box? YesNo
29. Does your executor(s) have a copy of your up-to-date list of assets and liabilities? YesNoNot Applicable
30. Does your executor(s) have a list of all your social media and computer usernames and passwords? YesNoNot Applicable
31. Do you intend to leave a portion of your estate to at least one registered charity? YesNo
32. Have you already made a donation to a registered charity that you intend to name as a beneficiary of your estate? YesNoNot Applicable
33. Did your intended beneficiaries participate in the decision to include a specific charity in your will? YesNoNot Applicable
34. Is there an intended role for one or more of your beneficiaries to provide oversight of your charitable gift(s)? YesNoNot Applicable
35. Is your intended gift to a registered charity higher in value than any intended gift to any one beneficiary listed in your will? YesNoNot Applicable
36. Do you have a copy of either one of your parents’ wills, or did you have a copy of their will before they died? YesNoNot Applicable
37. Have you already inherited from anyone? YesNo
38. Is your estate likely to be higher in value than the estate of your last surviving parent? YesNoNot Applicable
39. Did your inheritance materially change your financial independence? YesNoNot Applicable
40. Has your inheritance grown in value? YesNoNot Applicable
41. Will the gift you intend to leave to at least one of your beneficiaries likely double their net worth? YesNo
42. Do you have the same financial advisor or accounting firm as at least one of your intended beneficiaries? YesNo
43. Have you made living gifts of cash to anyone you intend to list as a beneficiary in your will? YesNo
44. Do you intend to divide your estate equally among all your beneficiaries? YesNo
45. Do you intend to leave different assets of equal value to each of your beneficiaries? For example, your house to one beneficiary and cash of equal value to another? YesNo
46. Are you concerned about the spending habits of at least one of your intended beneficiaries? YesNo
47. If your intended beneficiaries are married, are you concerned about the spending habits of at least one of your beneficiaries’ partners? YesNoNot Applicable
48. Have you discussed technical estate planning options with your financial advisor, accountant or lawyer to protect your assets from marital breakdown of an intended beneficiary, even if your intended beneficiary is not yet married? YesNo
49. Do you have any concerns about drug, alcohol or gambling addiction with any of your intended beneficiaries who are related by blood or marriage? YesNo
50. Do you have a named beneficiary with a permanent disability who will require ongoing financial support after your death? YesNoNot Applicable
51. Do you intend to exclude one of your children from receiving a portion of your estate. YesNo
52. Have you asked your intended beneficiaries how your gift will advance the interests of their family or their community? YesNo
53. Do you intend to leave more assets to your grandchildren than to your children/stepchildren? YesNoNot Applicable
54. Does at least one of your intended beneficiaries spend more than he or she earns? YesNoNot Applicable
55. Have you ever made a monetary gift or loan to one of your intended beneficiaries but not to others? YesNo
56. If you have made a gift or loan to at least one intended beneficiary, were the terms recorded in a written document? YesNoNot Applicable
57. Do the executors of your will have a copy of the written documents describing each of your gifts and loans? YesNoNot Applicable
58. Does your will itemize the division of personal possessions; for example, your art, jewelry and pets? YesNoNot Applicable
59. Will all of your intended beneficiaries be equal beneficiaries of your bank accounts? YesNoNot Applicable
60. I agree with this statement: I should use my will to equalize the incomes of all my beneficiaries. YesNo
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