Registration Survey - Securing Your Legacy 8/24/26

Securing Your Legacy

Brooklyn Public Library
Central Branch
10 Grand Army Plaza
Brooklyn, NY 11238

Date: 8/24/2026
Time: 5:30PM -7:45PM

Contact Information

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1. Full Name (Required.)

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2. Email Address (Required.)

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3. Phone Number (Optional)

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4. ZIP Code (Required.)

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5. Borough (Optional)

Brooklyn

Queens

Bronx

Manhattan

Staten Island

Household & Housing Profile

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6. Which best describes you? (Required.)

Homeowner

Renting

Living in a family-owned property

Planning to purchase a home in the next 1–3 years

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7. What is your age range? (Optional)

18–34

35–49

50–64

Over 65

Wealth & Asset Baseline

Estate Planning

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8. Do you currently have a will or estate plan? (Required.)

Yes

Not sure

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9. Do you have a plan for how your home or assets will be transferred to your family? (Required.)

Yes

Not sure

Insurance

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10. Do you currently have life insurance? (Required.)

Yes

Not sure

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11. If yes, do you feel it is enough to support your family long-term? (Optional)

Yes

Not sure

Investment / Wealth Building

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12. Do you currently invest (retirement accounts, stocks, etc.)? (Required.)

Yes

Not sure

Action & Intent

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13. What do you plan to do in the next 3–6 months? (Select all that apply) (Required.)

Create or update a will

Speak with an estate planning attorney

Purchase or review life insurance

Start or increase investments

Attend a financial counseling session

Learn more before taking action

None of the above

Registration Survey - Securing Your Legacy 8/24/26

Question Title

* 1. Full Name (Required.)

Question Title

* 2. Email Address (Required.)

Question Title

* 3. Phone Number (Optional)

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* 4. ZIP Code (Required.)

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* 5. Borough (Optional)

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* 6. Which best describes you? (Required.)

Question Title

* 7. What is your age range? (Optional)

Question Title

* 8. Do you currently have a will or estate plan? (Required.)

Question Title

* 9. Do you have a plan for how your home or assets will be transferred to your family? (Required.)

Question Title

* 10. Do you currently have life insurance? (Required.)

Question Title

* 11. If yes, do you feel it is enough to support your family long-term? (Optional)

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* 12. Do you currently invest (retirement accounts, stocks, etc.)? (Required.)

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* 13. What do you plan to do in the next 3–6 months? (Select all that apply) (Required.)

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* 14. How would you rate your knowledge on a scale of 1-5. 5 being the highest. (Required.)

1. Full Name (Required.)

2. Email Address (Required.)

3. Phone Number (Optional)

4. ZIP Code (Required.)

5. Borough (Optional)

6. Which best describes you? (Required.)

7. What is your age range? (Optional)

8. Do you currently have a will or estate plan? (Required.)

9. Do you have a plan for how your home or assets will be transferred to your family? (Required.)

10. Do you currently have life insurance? (Required.)

11. If yes, do you feel it is enough to support your family long-term? (Optional)

12. Do you currently invest (retirement accounts, stocks, etc.)? (Required.)

13. What do you plan to do in the next 3–6 months? (Select all that apply) (Required.)

14. How would you rate your knowledge on a scale of 1-5. 5 being the highest. (Required.)