Has someone passed away?

[1 IF YES] - NO IS CONTINUED FURTHER DOWN

My condolences. Can you tell me when did [he/she] pass?

[VISITOR RESPONDS]

Did he/she have a Will? If so, are you the executor to the Will?

[VISITOR RESPONDS]

Did he/she have a Trust? If so, are you a Successor Trustee?

[VISITOR RESPONDS]

OK. I can get Tab to contact you regarding this. Could I take your name and number so he can call you? There is no obligation for this call. It is our way of trying to help you find the resources you need during this time.

[2 IF NO]

Can you tell me more about the current situation?

[VISITOR RESPONDS]

OK. I can get Tab to contact you regarding this. Could I take your name and number so he can call you?