This free survey is powered by
  1. Surveys
  2. 2016
  3. July
  4. E
  5. Estate Plan Audit Single

Estate Plan Audit Single

Estate Plan Audit
Helping Beacon Understand Your Needs
0%
Exit Survey
 
 
This survey is intended to give you and our law firm a clearer picture on how best to meet your needs. While filing out this survey does not create an attorney/client relatoinship, the information contained will be kept strictly confidential.

I understand that Swisher, Bauer, Luciano, PLLC is under no obligation to represent me in this or any other matter without an express signed agreement between myself and the firm. I understand this form is only for informational purposes and the quality of my estate plan depends on my honesty in filling out the form.
 
 
 
 
* My current estate plan includes: (check all that apply)
Will
 
ex: "All my belongings to my wife..."
Living Will
 
ex: "I do/do not want a feeding tube..."
Power of Attorney
 
ex: "John Doe may act for me legally / medically in case I am in a coma..."
Trust
 
ex: Irrevocable/Revocable, Special Needs Trust, IRA Trust, etc.
 
None

 
 
How important is it to you to have someone designated to make legal and financial decisions for you if you are unable?
1 2 3 4 5 6 7 8 9 10
* Your Preferences
* Your Spouses's Preferences
 
 
How important is it to you to have someone designated to make medical decisions for you if you are unable?
1 2 3 4 5 6 7 8 9 10
* Your Preferences
* Your Spouses's Preferences
 
 
Do you have a disabled family member that you would like to protect financially?
Yes I do and I would like to protect them Yes I do but they do not need financial protection No I do not have disabled family members
* Your Preferences
* Your Spouses's Preferences
 
 
How important is it to you to provide financial protection for your minor children if you pass away?
1 2 3 4 5 6 7 8 9 10 N/A
* Your Preferences
* Your Spouses's Preferences
 
 
How important is it to you to provide asset protection for your children from lawsuits and divorce after you pass away?
1 2 3 4 5 6 7 8 9 10 N/A
* Your Preferences
* Your Spouses's Preferences
 
 
How important is it to you to determine how your assets are distributed when die rather than let the government decide?
1 2 3 4 5 6 7 8 9 10
* Your Preferences
* Your Spouses's Preferences
 
 
How important is it to you to protect your home and your assets from the nursing home?
1 2 3 4 5 6 7 8 9 10
* Your Preferences
* Your Spouses's Preferences
 
 
How important is it to you to your beneficiaries and the contents of your estate out of the public eye when you pass away?
1 2 3 4 5 6 7 8 9 10
* Your Preferences
* Your Spouses's Preferences
 
This information will be kept strictly confidential. Any further inquiries into our estate planning services should be forwarded to Beacon Estate Planning and Elder Law's parent law firm, Swisher, Bauer, Luciano, PLLC. (SBL)

SBL can be reached by phone at (412) 404-3355 or by email at [email protected].