Clone of Tracts Survey v4 dropdown vs checkboxes

Tracts Survey v5

Proactively Addressing Risks
Client Name*
Date*

MonthDayYear
Advisor Name*
Advisor Email*
example@example.com
Core Questions:
Leaving the Money to the Children in either outright or graduated Distribution [04]
No Required “Pre-Nup” in Estate Planning Documents [05]
Inadequate or No Umbrella Liability Insurance [06]
Estate Planning:
No Wills or Trusts [new]
Ancillary Probate For Out of State Property [03]
No Coordinated Estate Plan for ‘Yours, Mine, and Ours’ Families” [23]
Risk Management / Liability:
Teenage Driver Driving a Vehicle in their Name – Additional Risk-No Umbrella Liability Coverage or Inadequate Limits [17]
High-Risk Recreational Assets Held Personally [19]
Account Titling Issues:
Accounts titled in Joint Tenancy with Rights of Survivorship [01]
Beneficiary Designations Supersede Wills/Trusts [10]
Property Titling Issues:
Out of State Property Titled in Their Personal Names [02]
Rental Property titled in their Personal Names [07]
Lakehouse/Personal Use Vacation House [new]
Life / Long Term Care Issues:
Life Insurance: Not Enough Life Insurance [8a]
Adult Children of Prospect or Client has NO or Insufficient Life Insurance [8b]
Homeowner’s Insurance Assumed to Be ‘Full Coverage [16]
No Long Term Care Insurance on Self/Spouse [11a]
No Long-Term Care Insurance on Parents/Siblings [11b]
Life Insurance: No Contingent Beneficiaries Listed on Policies [09]
Medical / Health Insurance and Social Security:
No Health Insurance or Medicare Supplement Planning [12]
Another question here
Financial:
No Strategy Around Social Security Timing [14]
Stock Option Analysis [new]
Roth IRA vs Traditional IRA [new]
Relying on a Pension Without Verifying Its Stability [13]
Overexposed to a Single Company’s Stock [15]
Net Worth Tied Up in Illiquid, Non-Income-Producing Assets [22]
College Funding:
No Plan for Future College Education Expenses [18]
Outdated or Missing Ancillary Legal and Health Documents [24]
Business Owner:
No Liquidity or Succession Plan for Closely Held Business [20]
No Disability Coverage for Business Owners [21]
Cyber Security:
Client files and personal information subject to Cyber Security Risks [25]
5 checkbox layout for questions, as an example. We may want to switch to this, but iPad view is questionable.

No<$2M>$2M>20% assetsI Don't Know
4 checkbox layout for questions, as an example. We may want to switch to this, but iPad view is questionable.

NoI Don't KnowOption 3Option 4
3 checkbox layout for questions, as an example. We may want to switch to this, but iPad view is questionable.

YesNoI Don't Know
Total Points
Questions Answered
Percent Score = Points / Questions
Should be Empty:

Tracts Survey v5

Core Questions:

Estate Planning:

Risk Management / Liability:

Account Titling Issues:

Property Titling Issues:

Life / Long Term Care Issues:

Medical / Health Insurance and Social Security:

Financial:

College Funding:

Business Owner:

Cyber Security: