Introduction to Estate Planning (Workshop) Survey

Question Title

* 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 $24,001 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

	Do Not Know	True	False
A person who makes the Will is called the “testator”.	A person who makes the Will is called the “testator”. Do Not Know	A person who makes the Will is called the “testator”. True	A person who makes the Will is called the “testator”. False
My Will is cancelled when I remarry.	My Will is cancelled when I remarry. Do Not Know	My Will is cancelled when I remarry. True	My Will is cancelled when I remarry. False
When an asset is placed under “Tenancy in Common”, the ownership and control of the asset is automatically transferred to the surviving owner.	When an asset is placed under “Tenancy in Common”, the ownership and control of the asset is automatically transferred to the surviving owner. Do Not Know	When an asset is placed under “Tenancy in Common”, the ownership and control of the asset is automatically transferred to the surviving owner. True	When an asset is placed under “Tenancy in Common”, the ownership and control of the asset is automatically transferred to the surviving owner. False
A Lasting Power of Attorney (LPA) allows me to appoint person(s) I trust to be my proxy decision maker(s) if I lose the mental capacity to make my own decisions.	A Lasting Power of Attorney (LPA) allows me to appoint person(s) I trust to be my proxy decision maker(s) if I lose the mental capacity to make my own decisions. Do Not Know	A Lasting Power of Attorney (LPA) allows me to appoint person(s) I trust to be my proxy decision maker(s) if I lose the mental capacity to make my own decisions. True	A Lasting Power of Attorney (LPA) allows me to appoint person(s) I trust to be my proxy decision maker(s) if I lose the mental capacity to make my own decisions. 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

Do Not Know

True

False

A person who makes the Will is called the “testator”.

A person who makes the Will is called the “testator”. Do Not Know

A person who makes the Will is called the “testator”. True

A person who makes the Will is called the “testator”. False

My Will is cancelled when I remarry.

My Will is cancelled when I remarry. Do Not Know

My Will is cancelled when I remarry. True

My Will is cancelled when I remarry. False

When an asset is placed under “Tenancy in Common”, the ownership and control of the asset is automatically transferred to the surviving owner.

When an asset is placed under “Tenancy in Common”, the ownership and control of the asset is automatically transferred to the surviving owner. Do Not Know

When an asset is placed under “Tenancy in Common”, the ownership and control of the asset is automatically transferred to the surviving owner. True

When an asset is placed under “Tenancy in Common”, the ownership and control of the asset is automatically transferred to the surviving owner. False

A Lasting Power of Attorney (LPA) allows me to appoint person(s) I trust to be my proxy decision maker(s) if I lose the mental capacity to make my own decisions.

A Lasting Power of Attorney (LPA) allows me to appoint person(s) I trust to be my proxy decision maker(s) if I lose the mental capacity to make my own decisions. Do Not Know

A Lasting Power of Attorney (LPA) allows me to appoint person(s) I trust to be my proxy decision maker(s) if I lose the mental capacity to make my own decisions. True

A Lasting Power of Attorney (LPA) allows me to appoint person(s) I trust to be my proxy decision maker(s) if I lose the mental capacity to make my own decisions. 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

	Not Confident	A Little Confident	Confident	Very Confident
Make appropriate nominations for CPF and insurance policies.	Make appropriate nominations for CPF and insurance policies. Not Confident	Make appropriate nominations for CPF and insurance policies. A Little Confident	Make appropriate nominations for CPF and insurance policies. Confident	Make appropriate nominations for CPF and insurance policies. Very Confident
Using Will substitutes to distribute my estate.	Using Will substitutes to distribute my estate. Not Confident	Using Will substitutes to distribute my estate. A Little Confident	Using Will substitutes to distribute my estate. Confident	Using Will substitutes to distribute my estate. Very Confident
Ascertain the assets I own, including my insurance policies.	Ascertain the assets I own, including my insurance policies. Not Confident	Ascertain the assets I own, including my insurance policies. A Little Confident	Ascertain the assets I own, including my insurance policies. Confident	Ascertain the assets I own, including my insurance policies. Very Confident
Determine how I want my estate distributed.	Determine how I want my estate distributed. Not Confident	Determine how I want my estate distributed. A Little Confident	Determine how I want my estate distributed. Confident	Determine how I want my estate distributed. Very Confident
Execute my estate plan.	Execute my estate plan. Not Confident	Execute my estate plan. A Little Confident	Execute my estate plan. Confident	Execute my estate plan. Very Confident

Not Confident

A Little Confident

Confident

Very Confident

Make appropriate nominations for CPF and insurance policies.

Make appropriate nominations for CPF and insurance policies. Not Confident

Make appropriate nominations for CPF and insurance policies. A Little Confident

Make appropriate nominations for CPF and insurance policies. Confident

Make appropriate nominations for CPF and insurance policies. Very Confident

Using Will substitutes to distribute my estate.

Using Will substitutes to distribute my estate. Not Confident

Using Will substitutes to distribute my estate. A Little Confident

Using Will substitutes to distribute my estate. Confident

Using Will substitutes to distribute my estate. Very Confident

Ascertain the assets I own, including my insurance policies.

Ascertain the assets I own, including my insurance policies. Not Confident

Ascertain the assets I own, including my insurance policies. A Little Confident

Ascertain the assets I own, including my insurance policies. Confident

Ascertain the assets I own, including my insurance policies. Very Confident

Determine how I want my estate distributed.

Determine how I want my estate distributed. Not Confident

Determine how I want my estate distributed. A Little Confident

Determine how I want my estate distributed. Confident

Determine how I want my estate distributed. Very Confident

Execute my estate plan.

Execute my estate plan. Not Confident

Execute my estate plan. A Little Confident

Execute my estate plan. Confident

Execute my estate plan. Very Confident

Introduction to Estate Planning (Workshop)

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Question Title

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

Question Title

* 2. Your Gender:

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* 3. Your Race :

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* 4. Your Citizenship:

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* 5. Your Age Range:

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* 6. Your Current Family Status:

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* 7. Your Highest Level of Education:

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

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* 9. Please CLICK your response to each the following statements:

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* 10. How CONFIDENT are you to do each of the following?