What is Estate Planning?
Estate planning involves creating documents to manage your assets and health decisions. These documents are used to ensure your wishes are honored. Explore our subcategories for the most relevant templates.
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Oregon Estate Planning
Estate planning in Oregon helps secure your legacy and manage wealth. Attorney-drafted templates are quick and simple to complete.
Common Oregon Estate Planning documents
- Living Trust — Allows you to manage your assets during your lifetime and after.
- Power of Attorney — Appoints someone to make decisions on your behalf.
- Last Will and Testament — Outlines how your assets are to be distributed.
- Living Will — Specifies your healthcare preferences in case you cannot communicate.
- Advance Directive — Combines health care decisions with preferences for medical treatment.
Popular forms
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Oregon Life Documents Planning Package, including Will, Power of Attorney and Living WillGet everything needed for health and financial planning in one package, including vital legal documents for emergencies and future decisions.
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Oregon Last Will and Testament PackagePrepare for the future with everything needed for estate planning in one convenient package.
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Oregon Essential Legal Life Documents for Baby BoomersAccess essential legal forms for health, finances, and estate planning, all in one convenient package.
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Oregon Aging Parent PackageGet everything needed to support your aging parent in one convenient package, with multiple related legal forms for health and financial planning.
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Oregon Organizing your Personal Assets PackageGet everything you need to organize your personal and financial affairs in one convenient package.
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Oregon Essential Legal Life Documents for New ParentsAccess everything needed to protect your health and finances in one convenient package, including vital legal documents tailored for your needs.
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Oregon Essential Legal Life Documents for NewlywedsAccess multiple essential legal forms for newlyweds, ensuring your health, finances, and affairs are protected.
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Oregon Essential Legal Life Documents for Military PersonnelGather essential legal forms to protect your health, finances, and loved ones in one convenient package.
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Similar documents: key differences
- Will vs. Living Trust — A will distributes assets after death, while a living trust manages them during life.
- Power of Attorney vs. Healthcare Proxy — Power of attorney handles financial decisions; healthcare proxy makes medical choices.
- Durable Power of Attorney vs. General Power of Attorney — Durable remains effective if you become incapacitated; general ends then.
- Advance Directive vs. Living Will — Advance directive encompasses health care wishes, while living will focuses solely on end-of-life care.
Key legal points
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Documents should be signed properly and may require witnesses or notarization.
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Keep titles and designations updated to reflect current wishes and relationships.
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Regularly review and update documents after major life events.
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Select trustworthy individuals for roles like executor and power of attorney.
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Store original documents securely but ensure trusted individuals know where to find them.
How to get started
Start in minutes with these steps.
- Find a template or package that fits your situation.
- Review the description, preview, and signing requirements.
- Get full access with a subscription.
- Complete it in the online editor.
- Export or send: download, email, USPS mail, notarize online, or send for e-signature.
FAQs
What is the purpose of estate planning?
How often should I update my estate plan?
Can I change my estate plan later?
What happens if I die without an estate plan?
Glossary
- Trust - A legal arrangement to hold and manage assets for beneficiaries.
- Beneficiary - A person entitled to receive assets from a will or trust.
- Executor - The person responsible for managing the estate and fulfilling the will.
- Incapacity - The state of being unable to make decisions due to health issues.
- Probate - The legal process of validating a will and distributing assets.
- Advance Directive - A document stating health care preferences in advance.
- Durable Power of Attorney - A document allowing someone to act on your behalf.