Estate Planning

Original price was: € 199,00.Current price is: € 0,00.

WHAT IS IT ABOUT?

Have you considered the impact of estate planning, wills, probate, trusts, gifts, taxation, asset preservation, retirement, and survivorship on your business? This questionnaire provides an overview of key topics and subtopics to help you take the necessary steps for long-term goals.

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Available in: English, Dutch, French, German, Spanish
  • The legal team that needs to understand legacies and generational wealth.
  • The finance department that needs to understand the tax implications of decisions.
  • The accounting managers who are evaluating asset value in estate planning.
  • The strategic department that needs to develop plans for survivorship.
  • The HR managers who are interested in helping their teams with retirement goals.
Estate Planning
Creating a legacy

Retirement
Long term financial security

Survivorship
Enduring legacies

Taxation
Financial considerations

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. How do you prepare a will?
  1. No, we don't have a will.
  2. We have a formalized plan for wills.
  3. We have a comprehensive program for estate planning that includes updating our wills regularly.

Q. What benefits have you identified from using a savings plan?
  1. We haven't explored any potential benefits.
  2. We understand the basics and plan to implement one.
  3. We have a fully formalized savings strategy, incorporating key financial metrics.
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
NAMETITLE PAPER
oliverwymanFilling-the-gap.pdf
pwcpwc-quarterly-news-brief-oct-2017.pdf
pwcpwc-insurance-innovation.pdf
deloittedttl-hc-hctrendssouthafrica-8092013.pdf
oliverwymanManSum_Oliver_Wyman_Commercial_Vehicles_2020_final_eng.pdf
pwcpwc-hitrustcsfv9.pdf
infosysinsurance-digital-outlook.pdf
infosysmachine-learning-qa.pdf
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.

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