Free Estate Planning Awareness Survey

Are You and Your Family Protected?

Take this quick survey to find out whether your family may be exposed to avoidable legal, financial, and medical complications. Answer all 15 questions and submit your information to receive follow-up.

Question 1

Do you know what happens to your assets in Arizona if you pass away without a will?

Yes No Not sure

Question 2

Do you currently have a valid Last Will and Testament?

Yes No Not sure

Question 3

Do you have a trust or any estate planning documents in place?

Yes No Not sure

Question 4

If you became incapacitated today, who would make medical decisions for you?

I have someone legally appointed Family would decide Not sure

Question 5

Do you have a Medical Power of Attorney in place?

Yes No Not sure

Question 6

If you could not manage your finances, who would step in legally?

Someone I appointed Family would figure it out Not sure

Question 7

Do you have a Durable Financial Power of Attorney?

Yes No Not sure

Question 8

If you have minor children, have you legally named a guardian for them?

Yes No Not applicable

Question 9

Are you confident the person you would want to raise your children would actually be chosen by the court?

Yes No Not sure

Question 10

Have you documented your end-of-life care wishes in a Living Will?

Yes No Not sure

Question 11

Do your loved ones clearly understand your medical preferences?

Yes No Not sure

Question 12

Do you have a HIPAA Authorization so loved ones can access your medical information?

Yes No Not sure

Question 13

Do you know if your assets will avoid probate?

Yes No Not sure

Question 14

Are you aware of how long probate can take and what it may cost your family?

Yes No Not sure

Question 15

If something happened to you today, would your family be fully prepared financially and legally?

Yes No Not sure

Get Your Results

Enter your information below and submit your survey.

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Are You and Your Family Protected?

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