OHCE Leader Lesson
Wills and Trusts
Evaluation Form
Overall, how would you rate this Strongly Disagree Not Sure Agree Strongly
lesson? Disagree Agree
I learned something new 1 2 3 4 5
I learned something I can use 1 2 3 4 5
Materials were clear 1 2 3 4 5
The lesson met my needs 1 2 3 4 5
As a result of this lesson, Definitely Probably Not Sure Probably Definitely
I will Not Not Will Will
talk to my family about estate
planning. 1 2 3 4 5
complete a family inventory. 1 2 3 4 5
consider writing or updating
my will. 1 2 3 4 5
re-examine my situation to see if
organizing a trust fits into my estate
plan. 1 2 3 4 5
update the beneficiaries on my
financial and investment accounts. 1 2 3 4 5
examine the deed to my house to
see how my property is owned. 1 2 3 4 5