Do you currently have a will or living trust that is written and witnessed?
Which do you have: a will, a trust, or both a will and a trust?
| | 1 Will only |
| | 2 Trust only |
| | 3 Both will and trust ...(Go To WILL_3_DATE) |
| WILL_3_DATE [] | Section: Wills |
When did you first establish the [WILL_TRUST]?
[WILL_TXT1]
When did you last modify the [WILL_TRUST]?
[WILL_TXT2]
| | 1 SELECT TO ENTER DATE ...(Go To WILL_4_DATE) |
| | 0 NO MODIFICATION SINCE DOCUMENT WAS FIRST WRITTEN |
| WILL_4_DATE [] | Section: Wills |
When did you last modify the [WILL_TRUST]?
[WILL_TXT2]
What was the main reason for making that modification?
Have you made provisions in your [WILL_TRUST] for any family members [WILL_6TXT]?
| WILL_6CHK [] | Section: Wills |
{totbio4} > 0 || {totnbio4} > 0
COMMENT: R report biological, adopted or step children?
If Answer = 0 Then Go To WILL_14
Does your [WILL_TRUST] include provisions for all your children, some of your children, or none of your children? By children, we refer to all biological, adopted, and step-children.
| WILL_8_A [] | Section: Wills |
Does your [WILL_TRUST] provide for more than one child?
Among those children who are included in the [WILL_TRUST], does the document provide for all of them about equally?
| WILL_10CHK1 [] | Section: Wills |
([WILL_8]==0)
If Answer = 1 Then Go To WILL_10
| WILL_10CHK2A [] | Section: Wills |
([WILL_8]==2) && ([WILL_8CHK]==0)
If Answer = 1 Then Go To WILL_10
| WILL_10CHK2B [] | Section: Wills |
([WILL_8]==2) && ([WILL_9]==1)
If Answer = 1 Then Go To WILL_10
| WILL_10CHK3 [] | Section: Wills |
([WILL_8]==2) && ([WILL_9]==0)
If Answer = 1 Then Go To WILL_10
| WILL_10CHK4 [] | Section: Wills |
([WILL_8]==1) && ([WILL_9]==0)
If Answer = 1 Then Go To WILL_10
What is the main reason that your [WILL_TRUST] [WILL_TXT_10]?
| WILL_CHILD15CHK1 [] | Section: Wills |
{child15count}>0 || {totnbio}>0
If Answer = 1 Then Go To WILL_11A
| WILL_11A [] | Section: Wills |
We would like to get a quick count of how many biological, adopted, or step-grandchildren you have. Do you have any grandchildren?
| WILL_11B [] | Section: Wills |
Do you have more than one grandchild?
| WILL_12A [] | Section: Wills |
Does the [WILL_TRUST] include direct provisions for all your grandchildren, some of your grandchildren, or none of your grandchildren? Please do not include provisions your grandchildren might get through their parents. Again, we refer to all biological, adopted, and step-grandchildren.
| | 1 All |
| | 2 Some |
| | 0 None ...(Go To WILL_14) |
| WILL_12B [] | Section: Wills |
Does the [WILL_TRUST] include direct provisions for your grandchild?
Among those grandchildren who are included in the [WILL_TRUST], does the document provide for all of them about equally?
Have you made provisions for any charities or nonprofit organizations in your [WILL_TRUST]?
Do you intend to establish a will or trust in the future?
Not including government programs, do you have long-term care insurance that specifically covers nursing home care for a year or more, or any part of personal or medical care in your home?