Methodology, data collection and analysis by Trusts & Estates in cooperation with Bank of America. Data was collected from July 18 through July 30, 2024.

Methodology conforms to accepted marketing research methods, practices and procedures. Beginning on July 18, 2024, Trusts & Estates emailed invitations to participate in an online survey to active users. By July 30, 2024, Trusts & Estates had received 513 completed responses.

To encourage prompt response and increase the response rate overall, email invitations and survey materials were branded with the Trusts & Estates name and logo to capitalize on user affinity. Each respondent was allowed to enter a drawing for one of two $200 Amazon gift cards.