So you have a story about a fight...

This survey is purely voluntary. You may complete some or all of the questions, however we encourage you to be as thorough as possible. By submitting this information, you agree that Trial & Heirs™ may use some or all of the information you provide for: (1) general statistical survey, (2) publication in a future articles, posts, websites, and/or books BUT ONLY WITH DETAILS (SUCH AS NAME, LOCATION, ETC.) CHANGED TO PRESERVE CONFIDENTIALITY, and/or (3) for a referral to a professional for those who request it. The authors of Trial & Heirs™ and/or one of their representatives may contact you to obtain further details if you have filled out contact information, which may be used in the same manner.

About you

Your First and Last Name:

Your Gender:

Male
Female
Don't wish to share this information

Your Full Address: 123 A St, Your City, State, 00000

Your Phone Number: 000-000-0000

Your Email Address:

About the person whose wishes are of concern (or has passed away)

What is the full name of the person whose wishes you are concerned about?

Is/Has the person whose wishes you are concerned about...

still alive and mentally competant
still alive, but questionable mental competance
still alive, but not mentally competant
passed away recently
passed away 1-2 years ago
passed away more than 2 years ago

Gender of the person whose wishes you are concerned about (or who passed away)

Male
Female

City and State of the person whose wishes you are concerned about (or who passed away)

What is your relationship to the person whose wishes you are concerned about (or who passed away)?

How often do/did you see or speak to the person whose wishes are of concern (or who passed away)? How close is/was your relationship?

Approximate asset level of the person whose wishes you are concerned about (or passed away)

Less than $500,000
$500,000 - $1,000,000
$1,000,000 - $2,000,000
More than $2,000,000

When was the last time as of today that all or some of the estate planning documents were updated? (If your loved one has passed away, please answer how long before their passing.)

Within the last year
1-3 years before
3-5 years before
More than 7 years before

The Situation

Which situations apply to your family?

Second marriage (or third, fourth, etc)
Siblings who do not get along
Estate plan which treats heirs unequally
Possible dispute about management of estate/trust
Possible dispute about sharing joint bank account or investment
Possible dispute about family home or other real estate
Possible dispute about insurance
A dispute has already started

Which of the following are being fought over (or which you are concerned may be fought over)?

A will
A trust
Power of attorney/ Living will
Life insurance
Joint assets with someone other than a spouse (i.e. bank accounts, investments, real estate)
Personal property (such as a claim to something was given to someone)
None of the above

Which of the following are in dispute (or may become in dispute)?

Whether the person whose wishes are of concern was mentally competant when the document in question was signed
Whether the the person whose wishes are of concern was wrongly convinced to sign something that didn't represent his or her wishes (i.e. undue influence)
Something ambiguous, contradictory, or confusing in will, trust or other written wishes of the person whose wishes are of concern
Whether a joint account (or other joint property) was meant to be shared, but the person whose name was on it refused to share
Whether someone is properly administering an estate or trust and /or treating beneficiaries unfairly (such as refusing to share information, dividing items unequally, or stealing)
Whether someone is taking advantage of a loved one who is still alive, but whom may not be mentally sharp (or that you fear may be taken advantage of)

Which of the following apply to you?

I've started a legal challenge in court
I've hired an attorney but not yet filed a legal challenge
I've thought about starting a legal challenge but haven't hired an attorney yet
Someone has started a legal challenge in court against me
Someone has an attorney and threatened to start a legal challenge against me
Someone has raised concerns that may result in a legal challenge against me, but the person hasn't hired an attorney yet
None of the above

With whom do you have a disagreement (or potential disagreement) that has or may result in a legal fight?

A spouse of my parent (second marriage situation)
A significant other (who is not married to my parent)
One of my parents
One of my siblings
A more distant relative (cousin, niece, nephew, etc.)
One of my children
A child or children of my deceased spouse (second marriage situation)
A child or children of my significant other
A non-family member (such as a caregiver, attorney, or court-appointed administrator)

Which of the following did the person whose wishes are of concern (or passed away) discuss with you?

That he or she had done estate planning
What type of documents he or she had done (will, trust, etc.)
Where documents were located
Who was to receive which assets
Who the executor and/or trustee was to be
Who his or her attorney was
Why he or she made the decisions he or she made

If you have an attorney, how did you find them?

Why?

Which professionals have you worked with for your own planning?

Would you like a professional (such as an attorney or financial planner) to contact you to discuss providing assistance to you. If so, any initial consultation would be free of charge.

Please briefly share your story:

I DO NOT want my story shared in future books, articles, etc., and only want to be listed for referral to an attorney.

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