Peace & Order Course - Questionnaire
Pre-Class Questions for Each Section
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Instructions
Please take a moment to complete the Peace & Order Course Questionnaire. Each section contains five questions related to the corresponding class. We encourage you to be as detailed as possible, as your responses will help the presenters tailor their presentations to better address the needs of the course. Kindly return the questionnaire promptly, but no later than 10/31/24. Thank you very much for your participation!
Age Range *
Estate Planning - Questions
Responses to these questions will be addressed in Class #1 - 11/4/24
1. Do you have a will or trust in place, and has it been updated recently?   *
2. Have you designated an executor, trustee, and power of attorney?   *
3. Have you reviewed your estate plan for major life changes (e.g., marriage, divorce)?   *
4. Have you made provisions for minor children or dependents in your estate plan?   *
5. Are you aware of potential estate tax liabilities and ways to minimize them?   *
Insurance Planning - Questions
Responses to these questions will be addressed in Class #2 - 11/11/24
1. Do you have life insurance, and is the coverage sufficient for your family’s needs?   *
2. Have you reviewed the beneficiaries on your insurance policies?  
3. Have you considered long-term care or disability insurance in your estate plan?   *
4. Do you have business or umbrella insurance that impacts your estate plan?   *
5. Are you aware of the tax implications of your insurance benefits?  
Funeral and Burial Planning  - Questions
Responses to these questions will be addressed in Class #3 - 11/18/24
1. Have you documented and communicated your funeral and burial wishes?   *
2. Do you have a prepaid funeral plan or funds set aside for burial costs?   *
3. Have you purchased a burial plot or considered cremation or alternative options?   *
4. Have you planned for organ donation, obituaries, or digital memorials?   *
5. Have you appointed someone to oversee your funeral arrangements?   *
Financial Accounts Planning - Questions
Responses to these questions will be addressed in Class #4 - 11/25/24
1. Do you have a list of all your financial accounts, and are beneficiaries up to date?   *
2. Are your accounts titled to avoid probate (e.g., POD, TOD, or trust)?   *
3. Do you have a power of attorney for account management if you’re incapacitated?   *
4. Are you aware of the tax implications for beneficiaries inheriting your accounts?   *
5. Have you made plans for secure access to your digital financial accounts?   *
General Thoughts...
Share what's on your mind.
What are you looking to gain from this class?
What are other questions or thoughts you would like to share?
Do you have a testimony you would like to share pertaining to this Course?
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