RichLife Advisors Estate Planning Survey
Knowing your intentions of what you plan to leave behind to family, charity or other causes is a critical consideration for building your retirement strategy.  By identifying these priorities upfront, we can help design a plan to achieve your vision. Please take a few moments to complete this confidential survey.
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First and Last Name *
Phone Number *
Email Address *
Are you planning on leaving an inheritance?
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If yes, to whom are you leaving an inheritance? Select all that apply.
What is your marital status?
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What is your current age?
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If married, what is your significant other's current age?
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Do you have any of the following? Check all that apply.
Have you prepaid for your funeral?
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Is it important to you that your beneficiaries have access to money for your funeral?
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Is it important to you that your beneficiaries have access to money to handle your other affairs?
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On a scale of 1 to 6, how important is it that your final expenses are not a burden to your beneficiaries?
Not important at all
Very important
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How much of their inheritance would you want your beneficiary to have access to immediately (24-48hrs) after you pass away? Assuming the average funeral is $15,000 and additional affairs are $10,000.
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In which state do you currently live?
 Would you like a copy of the results?
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Additional questions or concerns:
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