ÜBERMAD

PaperGoals

A quick practice will got far more people to write a real one

Who it’s about: Adults

An older woman on a bench crumples a practice sheet and tosses it into a wastebasket.
  1. Helped

    After a practice will, 9 in 100 wrote a real will within five months, against 1 in 100 without it.

    Randomised trial of 230 adults at retirement-planning workshops in Israel · vs the same workshop and advice without the draft · behaviour was recorded · ⚠ whole groups were assigned, not people

The study

Who took part

230 adults in Israel at retirement-planning workshops, about 64 years old on average. 122 did the draft exercise and 108 went to the same workshops without it.

What they did

In one workshop session, one group spent a few minutes on a practice will form, then threw it away. The other group got the same information about wills and the same advice to make one, but no practice form. Whole workshops, not single people, were picked for each version.

What happened

About five months later, 9 in 100 people in the draft group had written a real will. In the other group, it was about 1 in 100.

Source

Behavioral Insights into Financial Planning: A Gradualism Approach to Will-Making (2025)

DOI: 10.1142/s2010139225400051 (opens in a new tab)

Tools in this study

More on goals