Are You Prepared for the Unexpected? Rhode Island Estate Planning Survey

Are You Prepared for the Unexpected?

We’re gathering insights to better understand how Rhode Island families prepare for emergencies, long-term care, incapacity, and aging.

Many people do not have legal documents in place that allow a trusted loved one to help manage important decisions during an emergency.

Would your family know what to do if something unexpected happened tomorrow?

Take this short survey to evaluate your current level of preparedness and identify areas where additional planning may help protect you and your loved ones.

What You’ll Receive

✓ Personalized preparedness insights based on your responses

✓ Identification of potential estate planning gaps

✓ A free Estate Planning Checklist you can use immediately

✓ Practical guidance to help you understand your next steps

Why Participate?

Planning gaps often remain unnoticed until families are faced with a medical emergency, long-term care event, or the loss of a loved one.

By participating in this survey, you’ll help us better understand common planning concerns facing Rhode Island families while gaining valuable insights into your own preparedness.

Privacy & Confidentiality

Any identifying information you provide will remain confidential and may be used by McCarthy Law for outreach and marketing purposes.

Survey results may be published only in aggregate form and will be used to help raise awareness about common estate planning challenges affecting Rhode Island families.

Start the Survey

Complete the survey below to receive your personalized insights and complimentary Estate Planning Checklist.

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Attorney Disclaimer: By submitting this form, you agree that McCarthy Law may contact you regarding estate planning and related services. Completing this survey does not create an attorney-client relationship and should not be considered legal advice. Information you provide will remain confidential and may be used by McCarthy Law for outreach and marketing purposes.

Name *

First

Last

Email *

Phone *

Disclaimer *

• I understand that this survey is for informational purposes only and does not constitute legal advice.

1. Are you a Rhode Island Resident? *

• Yes
• No

2. Have you ever personally experienced any of the following? (Multiple answers allowed)

• Caring for an aging parent or loved one
• Family conflict after a death
• Confusion over medical decisions
• Difficulty accessing financial accounts
• Difficulty locating important documents
• None of the above

3. If you were hospitalized tomorrow, would your family know where to find your important financial and legal information quickly? *

• Yes
• I don't know
• No

end-of-life you can

4. Have you discussed your wishes regarding serious illness, incapacity, or end-of-life care with your family or loved ones? *

• Yes, in detail
• Somewhat Briefly
• No but I plan to
• I do not plan to discuss this with family or loved ones

5. Have you ever served as a caregiver for a parent, spouse, or loved one? *

• Yes, I am currently a caregiver
• Yes, in the past
• No

6. What does your current estate plan include? (Multiple answers allowed)

• A Will
• Healthcare Proxy (Medical Power of Attorney)
• Financial Power of Attorney
• A Revocable Trust
• An Irrevocable Trust
• Funeral Plan and Final Disposition Documents
• I do not have any estate planning documents

7. Which best describes your family situation?

• I have minor children
• I have adult children
• I financially support another person
• I have no dependents

8. Are you married? *

• Yes
• No
• No, but I have a long-term partner

9. Who do you believe can automatically make financial decisions for you if you become incapacitated?

• My spouse
• My adult child
• Any blood-related family relative
• Someone I previously designated

10. What is the biggest reason you haven't done more planning?

• I haven't gotten around to it
• I don't know where to start
• I'm too young
• Estate planning is too expensive
• I don't think I need an estate plan
• My documents are up to date

Submit