Estate Planning Questionnaire June 2025

We are committed to providing you with the support needed to secure a stable and prosperous future for your family and beneficiaries. Your feedback is important in helping us understand how we can better support you with your estate planning needs. Please take a few minutes to answer the following questions:
1.What is your account number (Optional, please enter a random number to proceed)
2.What is your name?
3.Do you currently have a Power of Attorney (POA)?
4.Do you have a will in place?
5.Have you designated beneficiaries for all your assets?
6.What aspects of estate planning do you find most challenging? (Select all that apply)
7.What resources or support would you find most helpful in your estate planning process? (Select all that apply)
8.How confident are you that your current estate plan will ensure a smooth transition for your family and beneficiaries?
9.Have you discussed your estate plan with your family or beneficiaries?
10.How often do you review and update your estate planning documents?
11.What concerns do you have about estate planning?
12.Would you be interested in attending estate planning spotlight social events or webinars offered by our credit union?
13.Please share any products or services you would like us to consider in helping to meet your Financial and Estate Planning needs.
Current Progress,
0 of 13 answered