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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:

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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:

  Do Not Know True False
A person who makes the Will is called the “testator”.
My will is cancelled when I remarry.
When an asset is placed under joint ownership “Tenancy in Common”, the ownership and control of the asset is automatically transferred to the surviving owner.
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.
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.

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

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

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