2025-26 Estate Planning Survey Question Title * 1. How old are you? w 0 (Required.) Under 18 18-24 25-34 35-44 45-54 55-64 65+ Question Title * 2. What is your gender? w 0 (Required.) Male Female Prefer not to say Question Title * 3. What state do you reside in? w 0 (Required.) Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia (DC) Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Question Title * 4. What is your marital status? w 0 (Required.) Married Widowed and unmarried Divorced and unmarried Never married Question Title * 5. How many children do you have? w 0 (Required.) 0 1 2 3 4 5 6+ Question Title * 6. What is your role in the agricultural industry? w 0 Farmer Landowner Tenant Farmer Agri-Business Owner (non-farm entity) Employee of a non-farm Agri-Business Employee of a farm Extension Program or Research Other (please specify) Question Title * 7. Do you have an estate plan? Select all that apply. w 0 (Required.) Last Will and Testament Last Will and Testament with Testamentary Trusts Trust Power of Attorney for Property Power of Attorney for Healthcare (Health Care Proxy) HIPPA Release Living Will or Do Not Resuscitate (DNR) Revocable Living Trust Irrevocable Trust Gun Trust Burial Directive Remembrance of Services (Funeral Directives) Not Sure Question Title * 8. Does your estate plan include charitable donations? w 0 Yes No Unsure Not applicable Question Title * 9. Is estate tax planning a priority? w 0 Yes No Unsure Question Title * 10. Is the value of your estate greater than the estate tax exemption in your state? w 0 Yes No Unsure Question Title * 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) w 0 Yes No Unsure Question Title * 12. Have you ever retained an estate planning attorney? w 0 (Required.) Yes No Question Title * 13. How did you find your estate planning attorney? w 0 Internet search Local attorney Referral from agricultural organization Referral from state bar association Referral from friend or family Attorney is friend or family I have never retained an estate planning attorney Other (please specify) Question Title * 14. What are your priorities when choosing an estate planning attorney? w 0 Proximity / Location Knowledge of production agriculture Budget friendly Customer Service Willingness to travel Personal Relationship Trust Other (please specify) Question Title * 15. Have you ever formed an estate plan without the help of an attorney? w 0 (Required.) Yes No Unsure Question Title * 16. How many times have you revised your estate plan? w 0 (Required.) I have never revised my original estate plan One time Two times Three times Four times Five or more times I do not have an estate plan Question Title * 17. When was the last time you reviewed your estate plan to confirm the accuracy of beneficiaries? w 0 (Required.) Never Within the last year Within the last five years More than five years ago Not applicable Question Title * 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.) w 0 (Required.) Never Within the last year Within the last five years More than five years ago Not applicable Question Title * 19. Do you believe that your immediate family has open communication about estate planning? w 0 (Required.) Yes No Somewhat Unsure Question Title * 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? w 0 (Required.) Yes No Somewhat Unsure Not applicable Question Title * 21. What is a realistic budget for an estate plan for you? w 0 (Required.) $4,000 or less $5,000 to $8,000 $9,000 to $12,000 $13,000 to $16,000 $16,000 to $25,000 Greater than $25,000 Unsure Question Title * 22. What are the largest contributing factors preventing you from creating or updating your estate plan? Select up to 3. w 0 Not applicable Finances Time Do not have a trusted attorney Ongoing family dispute Fear of instigating a family dispute Fear of considering death Unsure of beneficiaries Do not believe you have enough assets to need an estate plan Other (please specify) Question Title * 23. What are your top 3 goals with your estate and succession plan? w 0 Keeping land and assets in the family Preventing some family from owning land and/or assets Ensuring family legacy Keeping taxes to a minimum Continued control from the grave Protecting the size and scope of the family farm Keeping the family farm as agricultural use Other (please specify) Question Title * 24. Do you have a business entity? Select all that apply. w 0 (Required.) Yes, I am a sole proprietor Yes, I have a general partnership Yes, I have a limited partnership (LP) Yes, I have a limited liability company (LLC) Yes, I have a corporation I have a business entity but do not know the structure I do not have a business entity Other (please specify) Question Title * 25. If you have a business entity: do you have a DBA (fictious name, trade name, etc.)? w 0 Yes No Unsure Question Title * 26. Do you have life insurance? Select all that apply. w 0 (Required.) Yes, I have whole life insurance Yes, I have term life insurance Yes, I have life insurance but do not know what kind No, I do not have life insurance Question Title * 27. If you have life insurance, is the amount enough to pay off all debt on the farm or agri-business? w 0 Yes No Unsure Question Title * 28. If you have life insurance, is the amount enough to pay off all personal debt? w 0 Yes No Unsure Question Title * 29. When was the last time you reviewed your life insurance policy? w 0 Never Less than a year ago Less than five years ago More than five years ago Not applicable Question Title * 30. Do you have or have you ever had a prenuptial or postnuptial agreement? w 0 (Required.) Yes No I have never been married Question Title * 31. Do you have a child who has or has ever had a prenuptial or postnuptial agreement? w 0 (Required.) Yes No Unsure I have no married children Question Title * 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? w 0 Yes No Unsure I do not have anyone in the next generation to take over Not applicable Question Title * 33. Have you identified an heir to take over the farm or agri-business? w 0 Yes No Unsure I do not have anyone in the next generation to take over Not applicable Question Title * 34. What has been your biggest challenge in determining an heir to take over the farm or agri-business? w 0 Question Title * 35. Can you describe what has made past estate planning discussions with your family successful? w 0 Question Title * 36. If you are interested in receiving information about estate planning, please provide your email. w 0 Done