Welcome to My Survey

Thank you for taking the time to fill out this survey.  If you create a Survey Monkey account, you can fill out the survey in as many sittings as you want - it will save your work.

How I use your information
I use the information you submit in this survey to assess your legal services needs, to develop a recommended plan, and produce any required draft documents.  I clear your submitted information from Survey Monkey's system within 60 days of your submission, and I retain copies of your submitted information in my law practice records for documentation of the services I provided to you.

This survey may suggest that you have > 130 questions to answer...this isn't quite true.  That is the total bank of questions I use to assess your legal services needs, and no user answers even 1/3 of them.  The average estate planning client will spend 30 minutes answering this survey.

By selecting "Agree" below, you agree or affirm:
  1. You are 18 years of age or older, and you are who you say claim to be by your responses to this survey
  2. You understand that Survey Monkey may have limited access to the information you submit in this survey, and that their access is limited only to providing me with the survey service and user trends analysis (like how often certain answers are provided, or how long it takes to complete the survey)
  3. You understand that the data you submit using this survey will reside in Survey Monkey's system no more than 60 days after you submit it - I promise to delete the data from Survey Monkey's system within that time period
  4. You agree to abide by Survey Monkey's Acceptable Uses Policy (in summary, you won't use hate speech, promote violence, or say other bad things using my survey).

Question Title

* 1. Do you agree or affirm the statements above?