›Farm Transition – Will and Estate Pre-Planning Tool™ – Survey Page 1

Farm Transition – Will and Estate Pre-Planning Tool™ – Survey Page 1

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


    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


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