Quiz for Educators and Caring Professionals

Are You Prepared?
A quiz for senior housing managers, funeral directors, elderlaw attorneys, estate planners, community educators, grief counselors, social workers, members of the clergy and others assisting a property owner or family

As a caring professional you may be helping someone to pass on personal property as part of the inheritance process. Are you prepared? Here's a quiz to help you think about the challenges you may be facing. Which of the following statements apply to you?

	I'm not sure how to help my client decide on a fair way to divide belongings.
	To really assist clients I need more information about different strategies for distributing personal property.
	My client has a will but it contains no specific instructions about personal belongingsjust a general statement such as "Divide my personal possessions equally among my children."
	Teaching clients about personal property inheritance is a useful service I could provide.
	I know my client has important keepsakes or family heirlooms but no one has written down their history or significance.
	My client has a plan for passing on belongings, but I worry the family will not carry out his or her wishes.
	I often find my clients and their family members disagreeing about who should get what.
	I need to motivate my client to plan in advance how her or his personal property will be transferred.
	My client needs to get his or her affairs in order because of a serious illness or health condition.
	My client needs to prepare for a move to a smaller home, apartment, nursing home, or assisted living facility.
	I've found it hard to start conversations with my client and my client's family about inheritance and death.
	I am spending too much time mediating family misunderstandings and conflicts over personal possessions.

Understanding Your Results

These concerns and challenges are very common for professionals helping families of all kinds. If you've checked one or more of the statements above, you are not alone. You can benefit from learning and teaching about passing on personal possessions.

Get started right now! We offer resources to help you learn about inheritance issues and much more.

For educators and caring professionals, who work on inheritance issues with others, we recommend the Who Gets Grandma's Yellow Pie Plate? Educator's Package and our training programs, as well as the Workbook and Video.

• Tools for Educators and Caring Professionals