4. Confirming the Beneficiary [Script]

Question 1

1. Don’t Know Beneficiary: Taking Time Off

Answer 1

And NAME, who would be the one, possibly taking time off of work, closing out all the accounts, paying all the bills, and taking care of your final arrangements when you pass away?

Question 2

2. Don’t Know Beneficiary: Receiving Gift

Answer 2

And NAME, who would be the one, receiving this gift when you pass away?

Question 3

3. Know Beneficiary: Taking Time Off

Answer 3

So you said BENEFICIARY, would be the one, possibly taking time off of work, closing out all the accounts, paying all the bills, and taking care of your final arrangements when you pass away, is that correct?

Question 4

4. Know Beneficiary: Receiving Gift

Answer 4

So you said BENEFICIARY, would be the one, receiving this gift, is that correct?