[last round R completed]>=25

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?

When did you first establish the [will/trust]?

[(INTERVIEWER: IF R HAS BOTH, PLEASE REFER TO THE EARLIER OF THE TWO.)]

When did you last modify the [will/trust]?

[(INTERVIEWER: PLEASE REFER TO THE LAST MODIFICATION.)]

When did you last modify the [will/trust]?

[(INTERVIEWER: PLEASE REFER TO THE LAST MODIFICATION.)]

What was the main reason for making that modification?

Have you made provisions in your [will/trust] for any family members [other than spouse/partner]?

[total # bio children reported] > 0 || [total non-bio children reported] > 0 || [{NBIOINHH}]==1

COMMENT: R report biological, adopted or step children?

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.

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 provide for all children?]==0)

([will provide for all children?]==2) && ([will provide for more than one child?]==0)

([will provide for all children?]==2) && ([will provide for all included children equally?]==1)

([will provide for all children?]==2) && ([will provide for all included children equally?]==0)

([will provide for all children?]==1) && ([will provide for all included children equally?]==0)

What is the main reason that your [will/trust] [excludes (some of) your children (and does not provide equally for all of your children)]?

[count of children turning at least 15 years old in survey year]>0 || [# non-bio children on roster]>0 || [{NBIOINHH}]==1

We would like to get a quick count of how many biological, adopted, or step-grandchildren you have. Do you have any grandchildren?

Do you have more than one grandchild?

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.

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?