Importance of Estate Planning (Talk Evaluation Form)

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* 1. Booking ID (please fill in the 4 digit code provided by your trainer)

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* 2. Your Gender:

Male

Female

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* 3. Your Race :

Chinese

Malay

Indian

Other (please specify)

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* 4. Your Citizenship:

Singapore Citizen

Singapore Permanent Resident

Other (please specify)

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* 5. Your Age Range:

20 years and under

21 to 30 years

31 to 40 years

41 to 50 years

51 to 60 years

61 years and above

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* 6. Your Current Family Status:

Single with no dependants

Single with dependants

Married with no dependants

Married with dependants

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* 7. Your Highest Level of Education:

PSLE (Primary School)

"N' Level / "O" Level / ITE Certification

"A" Level / Diploma

Bachelor Degree

Postgraduate Degree

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* 8. Your Annual Household Income Range (Before Taxes):

$24,000 and below

Between $24,000 and $30,000

Between $30,001 and $60,000

Between $60,001 and $90,000

Between $90,001 and $120,000

Between $120,001 and above

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* 9. Please respond by CLICKING the appropriate number on the scale from (Strongly Disagree) to (Strongly Agree).

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
The training session has achieved its objectives.	The training session has achieved its objectives. Strongly Disagree	The training session has achieved its objectives. Disagree	The training session has achieved its objectives. Neutral	The training session has achieved its objectives. Agree	The training session has achieved its objectives. Strongly Agree
The materials are useful to me.	The materials are useful to me. Strongly Disagree	The materials are useful to me. Disagree	The materials are useful to me. Neutral	The materials are useful to me. Agree	The materials are useful to me. Strongly Agree
There was appropriate use of examples and exercises to help me understand the topic.	There was appropriate use of examples and exercises to help me understand the topic. Strongly Disagree	There was appropriate use of examples and exercises to help me understand the topic. Disagree	There was appropriate use of examples and exercises to help me understand the topic. Neutral	There was appropriate use of examples and exercises to help me understand the topic. Agree	There was appropriate use of examples and exercises to help me understand the topic. Strongly Agree
The concepts and skills presented help me in my personal development.	The concepts and skills presented help me in my personal development. Strongly Disagree	The concepts and skills presented help me in my personal development. Disagree	The concepts and skills presented help me in my personal development. Neutral	The concepts and skills presented help me in my personal development. Agree	The concepts and skills presented help me in my personal development. Strongly Agree
The trainer has good knowledge of the topic.	The trainer has good knowledge of the topic. Strongly Disagree	The trainer has good knowledge of the topic. Disagree	The trainer has good knowledge of the topic. Neutral	The trainer has good knowledge of the topic. Agree	The trainer has good knowledge of the topic. Strongly Agree
The trainer is able to communicate the ideas and concepts to me.	The trainer is able to communicate the ideas and concepts to me. Strongly Disagree	The trainer is able to communicate the ideas and concepts to me. Disagree	The trainer is able to communicate the ideas and concepts to me. Neutral	The trainer is able to communicate the ideas and concepts to me. Agree	The trainer is able to communicate the ideas and concepts to me. Strongly Agree
The trainer makes the topic relevant to me.	The trainer makes the topic relevant to me. Strongly Disagree	The trainer makes the topic relevant to me. Disagree	The trainer makes the topic relevant to me. Neutral	The trainer makes the topic relevant to me. Agree	The trainer makes the topic relevant to me. Strongly Agree
The trainer uses practical examples.	The trainer uses practical examples. Strongly Disagree	The trainer uses practical examples. Disagree	The trainer uses practical examples. Neutral	The trainer uses practical examples. Agree	The trainer uses practical examples. Strongly Agree

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* 10. What did you find MOST useful to you about this talk?

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* 11. What did you find LEAST useful to you about this talk?

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* 12. How can we improve on this talk?

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* 13. What other financial topics are you keen to know more about? (TICK whichever applies to you)

Money Management

Investment Planning

Insurance Planning

Debt Management

Retirement Planning

Health Insurance

Financial Planning

Other (please specify)

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* 14. Would you like to receive our (Institute for Financial Literacy) E-Newsletters?

Yes

If yes, your email address:

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* 15. Please CLICK your response to each of the following statements.

	Do Not Know	True	False
Estate planning is a preparation process before death to ensure the orderly administration & disbursement of a person’s estate after death.	Estate planning is a preparation process before death to ensure the orderly administration & disbursement of a person’s estate after death. Do Not Know	Estate planning is a preparation process before death to ensure the orderly administration & disbursement of a person’s estate after death. True	Estate planning is a preparation process before death to ensure the orderly administration & disbursement of a person’s estate after death. False
Intestacy refers to the situation of a person dying without a legally valid Will.	Intestacy refers to the situation of a person dying without a legally valid Will. Do Not Know	Intestacy refers to the situation of a person dying without a legally valid Will. True	Intestacy refers to the situation of a person dying without a legally valid Will. False
Under the Intestate Succession Act, if a person dies intestate leaving behind only his parents and wife; the 3 of them will each inherit a third of his/her assets.	Under the Intestate Succession Act, if a person dies intestate leaving behind only his parents and wife; the 3 of them will each inherit a third of his/her assets. Do Not Know	Under the Intestate Succession Act, if a person dies intestate leaving behind only his parents and wife; the 3 of them will each inherit a third of his/her assets. True	Under the Intestate Succession Act, if a person dies intestate leaving behind only his parents and wife; the 3 of them will each inherit a third of his/her assets. False
Elderly parents being excluded from a deceased estate could be an unintended consequence of intestacy if the deceased leaves behind a spouse and children.	Elderly parents being excluded from a deceased estate could be an unintended consequence of intestacy if the deceased leaves behind a spouse and children. Do Not Know	Elderly parents being excluded from a deceased estate could be an unintended consequence of intestacy if the deceased leaves behind a spouse and children. True	Elderly parents being excluded from a deceased estate could be an unintended consequence of intestacy if the deceased leaves behind a spouse and children. False
A Lasting Power of Attorney (LPA) takes effect upon death and loss of mental capacity.	A Lasting Power of Attorney (LPA) takes effect upon death and loss of mental capacity. Do Not Know	A Lasting Power of Attorney (LPA) takes effect upon death and loss of mental capacity. True	A Lasting Power of Attorney (LPA) takes effect upon death and loss of mental capacity. False

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* 16. How confident are you to do each of the following?

	Not Confident	A Little Confident	Confident	Very Confident
Begin the estate planning process.	Begin the estate planning process. Not Confident	Begin the estate planning process. A Little Confident	Begin the estate planning process. Confident	Begin the estate planning process. Very Confident
Avoid the unintended consequences of intestacy.	Avoid the unintended consequences of intestacy. Not Confident	Avoid the unintended consequences of intestacy. A Little Confident	Avoid the unintended consequences of intestacy. Confident	Avoid the unintended consequences of intestacy. Very Confident
Ensure that your estate is distributed to your desired beneficiaries.	Ensure that your estate is distributed to your desired beneficiaries. Not Confident	Ensure that your estate is distributed to your desired beneficiaries. A Little Confident	Ensure that your estate is distributed to your desired beneficiaries. Confident	Ensure that your estate is distributed to your desired beneficiaries. Very Confident
Make a Lasting Power of Attorney (LPA).	Make a Lasting Power of Attorney (LPA). Not Confident	Make a Lasting Power of Attorney (LPA). A Little Confident	Make a Lasting Power of Attorney (LPA). Confident	Make a Lasting Power of Attorney (LPA). Very Confident
Choose a donee for your LPA.	Choose a donee for your LPA. Not Confident	Choose a donee for your LPA. A Little Confident	Choose a donee for your LPA. Confident	Choose a donee for your LPA. Very Confident

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* 17. AFTER attending this talk, what is your intention to do each of the following?

	Does Not Apply To Me	No	Maybe	Yes	I Am Already Doing This
Begin the estate planning process.	Begin the estate planning process. Does Not Apply To Me	Begin the estate planning process. No	Begin the estate planning process. Maybe	Begin the estate planning process. Yes	Begin the estate planning process. I Am Already Doing This
Avoid the unintended consequences of intestacy.	Avoid the unintended consequences of intestacy. Does Not Apply To Me	Avoid the unintended consequences of intestacy. No	Avoid the unintended consequences of intestacy. Maybe	Avoid the unintended consequences of intestacy. Yes	Avoid the unintended consequences of intestacy. I Am Already Doing This
Ensure that your estate is distributed to your desired beneficiaries.	Ensure that your estate is distributed to your desired beneficiaries. Does Not Apply To Me	Ensure that your estate is distributed to your desired beneficiaries. No	Ensure that your estate is distributed to your desired beneficiaries. Maybe	Ensure that your estate is distributed to your desired beneficiaries. Yes	Ensure that your estate is distributed to your desired beneficiaries. I Am Already Doing This
Make a Lasting Power of Attorney (LPA).	Make a Lasting Power of Attorney (LPA). Does Not Apply To Me	Make a Lasting Power of Attorney (LPA). No	Make a Lasting Power of Attorney (LPA). Maybe	Make a Lasting Power of Attorney (LPA). Yes	Make a Lasting Power of Attorney (LPA). I Am Already Doing This
Choose a donee for your LPA.	Choose a donee for your LPA. Does Not Apply To Me	Choose a donee for your LPA. No	Choose a donee for your LPA. Maybe	Choose a donee for your LPA. Yes	Choose a donee for your LPA. I Am Already Doing This