A chance to win a $250 Amazon gift card

The goal of this survey is to learn how to simplify estate planning. We are conducting research to learn how people view and access estate planning tools. Even if they barely know anything about Estate Planning. Your feedback will shape a solution that’s easy-to-use, solves a problem, and is budget-friendly.

Help us build a cost effective tool that helps empower families.

You can stay anonymous or enter your email for a chance to win a $250 Amazon gift card.

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* 1. Demographics - Age

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* 2. What is your annual household income? (This helps us understand needs for different groups.)

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* 3. Which best describes your family situation?

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* 4. What is your highest level of education completed? (This helps gauge how estate planning info is understood.)

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* 5. What best describes your current occupation?

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* 6. Where do you primarily live? (Urban areas may have different access to services.)

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* 7. Have you done any estate planning (e.g., will, trust, power of attorney)?

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* 8. In the past 5 years, how have you or your family handled unexpected financial needs related to death or illness? (Select all that apply)

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* 9. How often do you engage in these financial behaviors?

  1 = Never 2 3 4 5 = Always
Budget monthly expenses
Save for emergencies
Use financial apps (e.g., budgeting tools)
Discuss future planning with family
Review insurance policies annually

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* 10. How would you rate your understanding of estate planning (e.g., will, trust, POA, beneficiary)?

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* 11. Do you believe estate planning is only for wealthy people?

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* 12. How important are the following challenges in estate planning for you?

  1 - Not at all important 2 3 4 5 - Extremely important
Cost of professional services
Complexity/time to complete
Lack of knowledge on what to include
Privacy concerns
Access to affordable tools

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* 13. What features would you want in estate planning software? (Select all that apply)

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* 14. What is the highest prices you would pay for an Estate Planning SaaS?

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* 15. What is the approximate total value of your assets (e.g., savings, home, investments) minus any debts? (Select one)

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* 16. What life events would most likely prompt you to start or update estate planning? (Select all that apply)

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* 17. How quickly would you want to complete onboarding (sign-up and basic setup) for this software? Meaning, how much time would you want to spend completing necessary documentation.

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* 18. Barriers to using Estate Planning SaaS:

  1 = Not a barrier 2 3 4 5 = Major barrier
Learning curve/tech skills needed to understand estate planning
Access to reliable source I can trust
Data security/privacy
Cost - Affordability
Personal understanding of estate planning
None, I don't want to think about dying

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* 19. On a scale of 1-3, how likely would you be to recommend estate planning software to a friend/family?

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* 20. Select your onboarding methods by preference. Select the most relevant to you.

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* 21. Which of these psychological factors prevent you from starting estate planning?

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* 22. What would be your primary motivation for considering estate planning?

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* 23. How do you currently use social media for financial or life planning info? (Select all that apply)

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* 24. How much do you agree with these reasons for your estate planning decisions? (1-3, 1 being least important, 2 Not Sure, 3 being most important)

  1 - Least 2 - Not Sure 3- Important
I'd pay more if it guarantees family protection (mentally and financially)
Social proof (e.g., seeing friends use it on social media) outweighs expert advice
I'd choose software that feels "empowering" creating generational wealth opportunities for my family
Reactive events (e.g., a GoFundMe) are more motivating than proactive reminders
Subscription is fine if it includes ongoing updates/family sharing

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* 25. Which do you trust the most when it comes to content for sensitive topics like estate planning?

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* 26. To ensure a smooth transfer of at least $100,000 in assets to your family (e.g., via a basic will or trust setup), what is the MAXIMUM one-time fee you would be willing to pay for professional estate planning services?

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* 27. If you were to put a monetary value on your life in terms of the financial support and security it provides to your family (e.g., covering lost income, debts, or future needs upon your passing), what minimum lump-sum amount would you want to ensure is transferred to them? (no matter how much you have today, consider this a blank check you could leave behind)

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* 28. Thinking about your family's history, which intangible assets (e.g., values, traditions, or concepts) would you most want to protect and pass down in your estate plan, such as through a personal letter or ethical will? (Select all that apply)

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* 29. What do you believe will be the most meaningful part of the legacy you leave behind? (Select all that apply)

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* 30. If you don't have close family or traditional heirs (like children or spouses), which alternatives have you considered or would you consider for passing on your assets or legacy? (Select all that apply)

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* 31. What else should estate planning software include to meet your needs? Any concerns about using SaaS, or ideas to shift from reactive (e.g., GoFundMe) to proactive estate planning?

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