Family Conversations About Wills & Trusts

Quick survey on how families navigate conversations about Wills and Trusts. About 12 minutes. Your responses are confidential and will inform a tool I'm exploring to make this easier.

Screeners

S1. Do you have a parent who is 70 or older?*

Yes

Prefer not to say

S2. Do you have one or more children (any age)?*

Yes

Prefer not to say

Core questions

1. In the past two years, how many serious conversations about Wills or Trusts have you had with family?*

2-3

4 or more

2. Which of these family members currently have a Will or Trust in place? (Select all that apply)*

My parent(s)

My partner

My sibling(s)

No one I know of

Not sure

3. When you've tried to bring up Wills or Trusts with family, what's made it hard? (Select all that apply)*

Felt morbid or taboo

Worried about emotions surfacing

Worried about conflict over money

Didn't know enough to start

Parent(s) resisted

I resisted

Timing never felt right

It hasn't been hard

Other:

4. When a conversation about this has gone well, what made it work?(optional)

5. Have you used any of these for estate planning? (Select all that apply)*

LegalZoom or similar online service

Trust & Will, Wealth.com, or similar

Estate attorney

Financial advisor

DIY templates or worksheets

Conversation guides or prompts

Nothing yet

Other:

6. Of the things you've used (or looked at), which felt most or least useful, and why?(optional)

7. How confident would you feel using a tool or service to create or manage a Will or Trust without a lawyer involved?*

1 = Not confident at all

2 = Slightly confident

3 = Somewhat confident

4 = Mostly confident

5 = Fully confident

8. What else would help you trust a tool or service to handle your family's Will or Trust?(optional)

9. Realistically, how much time would you be willing to spend creating or managing a Will or Trust with a tool?*

Less than 1 hour

1-3 hours

4-8 hours

More than 8 hours

10. If something happened to your parent(s) tomorrow, how prepared would your family be to handle the estate?*

1 = Not at all prepared

2 = Slightly prepared

3 = Somewhat prepared

4 = Mostly prepared

5 = Fully prepared

11. What would make these conversations easier for your family?*

Optional close

12. Anything else you'd like to share on this topic?(optional)