What's in a name?

Life Planning Survey

Hello! You are invited to participate in our survey. In this survey, approximately 50 people will be asked to complete a survey that asks questions about estate planning and your opinions and needs. It will take approximately 2 minutes to complete the questionnaire.

Your participation in this study is completely voluntary, however extremely appreciated! We truly value your opinions. We would appreciate a timely response. Your survey responses will be strictly confidential. If you have questions at any time about the survey or the procedures, you may contact Carrie Mercer by email at [email protected].

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

What do you think of when you hear the word "estate"?

How much do you believe it costs for an estate plan/ trust?

$200-400

$400-$800

$800-$1200

$1200+

Do you have a trust or will in place?

YES

Why or why not?

If NO, What factors could help convince you to get a trust/plan into place?

Please rate the following names:

Legacy Masters

Legacy Core

American Legacy Planners

Estate Masters

Legacy Works

Legacy Link

Which name was your favorite? Why?

Thank you so much for taking the time to give your feedback! It is greatly appreciated!