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* 1. How old are you?

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* 2. What is your gender?

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* 4. What is your marital status?

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* 5. How many children do you have?

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* 6. What is your role in the agricultural industry?

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* 7. Do you have an estate plan? Select all that apply.

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* 8. Does your estate plan include charitable donations?

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* 9. Is estate tax planning a priority?

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* 10. Is the value of your estate greater than the estate tax exemption in your state?

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* 11. Is the value of your estate greater than the federal estate tax limit (2026 limits: $15 million per individual, $30 million per married couple)

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* 12. Have you ever retained an estate planning attorney?

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* 13. How did you find your estate planning attorney?

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* 14. What are your priorities when choosing an estate planning attorney?

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* 15. Have you ever formed an estate plan without the help of an attorney?

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* 16. How many times have you revised your estate plan?

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* 17. When was the last time you reviewed your estate plan to confirm the accuracy of beneficiaries?

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* 18. When was the last time you reviewed your other endowments to confirm the accuracy of beneficiaries? (Ex. retirement accounts, investment accounts, life insurance, etc.)

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* 19. Do you believe that your immediate family has open communication about estate planning?

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* 20. For those involved in an extended family agricultural enterprise: do you believe that all family members involved in the enterprise have open communication about estate planning?

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* 21. What is a realistic budget for an estate plan for you?

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* 22. What are the largest contributing factors preventing you from creating or updating your estate plan? Select up to 3.

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* 23. What are your top 3 goals with your estate and succession plan?

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* 24. Do you have a business entity? Select all that apply.

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* 25. If you have a business entity: do you have a DBA (fictious name, trade name, etc.)?

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* 26. Do you have life insurance? Select all that apply.

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* 27. If you have life insurance, is the amount enough to pay off all debt on the farm or agri-business?

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* 28. If you have life insurance, is the amount enough to pay off all personal debt?

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* 29. When was the last time you reviewed your life insurance policy?

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* 30. Do you have or have you ever had a prenuptial or postnuptial agreement?

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* 31. Do you have a child who has or has ever had a prenuptial or postnuptial agreement?

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* 32. If you have a farm or agri-business, do you have a succession plan on transferring the knowledge and management skills to the next generation?

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* 33. Have you identified an heir to take over the farm or agri-business?

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* 34. What has been your biggest challenge in determining an heir to take over the farm or agri-business?

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* 35. Can you describe what has made past estate planning discussions with your family successful?

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* 36. If you are interested in receiving information about estate planning, please provide your email.

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