Mercer Advisors
Mercer Advisors Annual Estate Planning Survey
How likely are you to recommend estate planning at Mercer Advisors to a friend or family member?
0
1
2
3
4
5
6
7
8
9
10
(0 = Not at all likely, 10 = Extremely likely)
What are the main reasons for your likelihood to recommend estate planning at Mercer Advisors?
How easy is it to work with Mercer Advisors on creating an estate plan?
0
1
2
3
4
5
6
7
8
9
10
(0 = Very difficult, 10 = Extremely easy)
What are the main reasons for your rating of your estate planning experience?
How satisfied are you with your estate planning attorney and legal assistant?
0
1
2
3
4
5
6
7
8
9
10
(0 = Not at all satisfied, 10 = Extremely satisfied)
What are the main reasons for your rating of your estate planning team?
How does your new estate plan design accomplish your goals?
0
1
2
3
4
5
6
7
8
9
10
(0 - Not at all well, 10 = Extremely well)
What are the main reasons for your rating of your estate plan?
reCAPTCHA helps prevent automated form spam.
The submit button will be disabled until you complete the CAPTCHA.
How We Work
Wealth Path
Ascend Group
How We Work
Wealth Path
Ascend Group
For Individuals:
Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services
Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services
For Businesses & Nonprofits:
Business Retirement Plans
Endowments & Foundations
Business Retirement Plans
Endowments & Foundations
Find an Advisor
Locations
Advisory Team Directory
Find an Advisor
Locations
Advisory Team Directory
Insights
Podcasts
Newsroom
Insights
Podcasts
Newsroom
Partner With Us
Partner With Us
Careers
Careers
Client Login
Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal
Client Login
Mercer Advisors Client Portal
Investment Accounts
Financial Planning Portal
Contact Us
Contact Us
Client Relationship Summary
Client Relationship Summary