›Farm Transition – Will and Estate Pre-Planning Tool™ – Survey Page 4

Farm Transition – Will and Estate Pre-Planning Tool™ – Survey Page 4

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


    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


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