Beneficiary Liquidity Survey
Beneficiary
Liquidity Survey
Family Inheritance Research Group
To ensure accurate survey results, please verify your first and last name, phone number, and email address before completing the survey.
Centrus Financial Strategies.
Step
1
of
3
33%
Contact Information
Name
*
First
Last
Mobile Phone
*
Email
*
Are you planning on leaving an inheritance?
Yes
No
Uncertain
If yes, to whom are you leaving an inheritance? Select all that apply.
Family
Charity
Friend/Neighbor
Other
Other
*
What is your marital status?
Single
Married
Separated
Divorced
Widow/Widower
What is your current age?
49 or under
50 - 59
60 - 69
70 - 79
80 - 89
90 - 99
100+
If married, what is your significant other's current age?
49 or under
50 - 59
60 - 69
70 - 79
80 - 89
90 - 99
100+
Do you have any of the following? Check all that apply.
Executor
Power of Attorney
Will
Living Trust
Revocable Trust
Irrevocable Trust
Uncertain
Have you prepaid for your funeral?
Yes
No
Is it important to you that your beneficiaries have access to money for your funeral?
Yes
No
Is it important to you that your beneficiaries have access to money to handle your other affairs?
Yes
No
On a scale of 1 (Not Important at all) to 6 (Very Important), how important is it that your final expenses are not a burden to your beneficiaries?
1
2
3
4
5
6
How much of their inheritance would you want your beneficiary to have access to immediately (24-48hrs) after you pass away? Assuming the average funeral is $15,000 and additional affairs are $10,000.
$2,500 to $7,500
$7,500 to $15,000
$15,000 to $25,000
$25,000 to $50,000
$50,000 to $100,000
Uncertain
In which state do you currently live?
Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
Would you like a copy of the results?
Yes
No
Additional questions or concerns:
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