Getting Ready for Estate Planning

Providing this information is voluntary, but your response can help us know if this web site is useful. Please select the one response that best represents your level of agreement with the statements. Your answers will be reported anonymously.

Scale: A = Agree U = Undecided D = Disagree

As a result of using this program,		A	U	D
1.	My knowledge of estate planning has increased.
2.	I am going to develop an estate plan.
3.	I am more likely to see an attorney about my estate plan than I was before using this program.
4.	I will save legal fees because I am better prepared to see an attorney.
5.	I plan to discuss my estate plans with my family.
6. Additional comments:

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Introduction \| Additional resources \| Evaluation of web site \| Contacts & Credits
Step 1. Initiate the discussion	Step 2. Take stock of the present
Step 3. Develop objectives	Step 4. Choose professional advisors, a guardian, & a personal representative
Step 5. Consider alternatives	Step 6. Review & modify
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Disclaimer: This web site is not intended to be a substitute for legal advice or counsel. It is designed to create an awareness of the need for estate planning and to help families become better acquainted with some of the issues involved.