›Farm Transition – Will and Estate Pre-Planning Tool™ – Survey Page 3

Farm Transition – Will and Estate Pre-Planning Tool™ – Survey Page 3

x 37% complete

Click on the option that best corresponds to your answer for each question.
You can review or update your answers before the final submission.


    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


    Top