The Legacy Project: Build. Grow. Give.

Background Information

The intent of The Legacy Project is to evaluate communication and assess the hurdles of legacy planning between parents and adult children. This survey is 30 questions and will take approximately 5 - 10 minutes to complete. Please be thoughtful and truthful with each of your responses, however, know that there are no right or wrong answers.

We greatly appreciate you taking the time to complete this survey, and we look forward to hearing from you.

Adams Financial | 4141 Parklake Avenue, Suite 120, Raleigh, NC, 27612
Securities and Investment Advisory Services offered though Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Adams Financial Partners, Inc. and Cetera Advisor Networks LLC are not affiliated.

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* 1. What would you or your parents prioritize in a legacy plan? (Place most important at the top and least important at the bottom.)

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* 2. How old are you?

35-44

45-54

55-64

65-74

75-84

85+

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* 3. Are your parents still living?

Yes - both are still living.

No - neither are still living.

Only one is still living.

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* 4. What age are your parents?

65-74

75-84

85+

N/A

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* 5. Do you have a will?

Yes

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* 6. If not, why?

I don't need it.

It's too expensive.

I haven't had the time.

I feel invincible!

I'm a perpetual procrastinator.

N/A

Other (please specify)

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* 7. If you do have a will, how often do you update it?

Every year

Every 5 years

Every 10 years

Every 20 years

20+ years

N/A

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* 8. Have you established a trust to provide guidance to your beneficiaries in the long run?

Yes

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* 9. Do you have life insurance?

Yes

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* 10. Do you have an estate planning professional?

Yes

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* 11. What are the qualities that you would find most appealing when selecting an estate planning professional? (Rank most important at the top and least important at the bottom.)