An estate planning survey is conducted with intent to properly organize the details in regard to managing a particular estate. The survey is taken by the estate owners and they give brief answers about certain crucial aspects of their estates. Lawyers and concerned government authorities and on certain occasions few private players conduct the estate planning survey. It is expected that the results of the survey help to streamline the resources of the estate in a better manner.
Sample Estate Planning Survey:
1. Do you have a considerable say in the legal matters of the estate?
2. Do you know the exact value of your estate?
c. I know a rough estimate
3. Are there multiple owners of your estate?
4. Are the relevant taxes cleared at the context of maintaining the estate?
a. Yes, the taxes are cleared
b. No, the taxes are pending
c. I don’t know