Questionnaire

Do You Need Legacy Planning?

This quick self-check helps you evaluate readiness. It is not legal advice. It is designed to highlight where family stress, confusion, and delays are most likely.

1. How organized are your key legacy documents (will, trust, directives, account list)?

Not started Some notes, but scattered Mostly documented Complete and easy for family to find

2. Have you formally named who can make medical and financial decisions if needed?

No Discussed but not documented Partially documented Fully documented and shared

3. Are beneficiary choices current for insurance, retirement, and major accounts?

Not sure Some are outdated Mostly current Fully reviewed in the last year

4. Would your family know who does what in the first 72 hours after a loss?

No, they would be guessing Some idea, no clear plan Roles are mostly clear Roles are clearly assigned and documented

5. How prepared are you for digital access (email, bills, subscriptions, account access instructions)?

No plan Partial list only Documented but needs cleanup Clear, secure, and current

6. If you have children or dependents, is their care plan documented and shareable?

Not documented Discussed informally Partly documented Fully documented with key contacts

7. Have you documented where your assets should go (family, future generations, church, organization, foundation)?

No General ideas only Partially documented Clearly documented and updated

8. When did you last review your plan after a major life change?

Never reviewed Over 3 years ago Within the last 1-3 years Within the last year

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