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Eugene Oregon Life Documents Planning Package, including Will, Power of Attorney and Living Will

Category:
Personal Planning
State:
Oregon
City:
Eugene
Control #:
OR-P001-PKG
Format:
Word; 
Rich Text
Instant download
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Description

The Legal Life Documents Personal Planning Package contains essential life documents, information on how to organize life documents and other products. The documents in this package are State Specific.


This package contains the following forms:



1 Last Will

2 General Durable Power of Attorney

3 Statutory Power of Attorney for Mental Health Care

4 Health Care Directive - Advance Healthcare directive

5 Statutory Equivalent of Living Will

6 Declaration for Mental Health Treatment

7 Estate Planning Questionnaire and Worksheets

8 Personal Planning Information and Document Inventory Worksheets

Bonus financial forms!


1. Last Will - Complete this form to detail in writing your wishes regarding who is to receive your property at death and who will administer your estate. It also enables you to appoint trustees or guardians, if applicable.


2. General Durable Power of Attorney for Property and Finances Effective Immediately - This General Durable Power of Attorney is a general, durable power of attorney which is effective IMMEDIATELY. The powers granted to an Agent in this Power of Attorney are very broad. This Power of Attorney does NOT provide for health care services. This form complies with all applicable state statutory laws.


3. Statutory Power of Attorney for Mental Health Care - This is a statutory form provided for in the Oregon Revised Statutes that provides for the appointment of a mental health care representative and for specific instructions for mental health treatment when you are no longer capable of expressing your consent or refusal for treatment.


4. Health Care Directive - Advanced Health Care Directive - includes Living Will and Health Care Decisions Statutory Form - This is a statutory form that is provided for in the Oregon Revised Statutes and provides a means for you to express health care choices and decisions, notably decisions about life support and tube feeding. It allows you to appoint a health care representative and to give specific instructions about your health care.


5. Statutory Equivalent of Living Will or Declaration - Request for Medication to End Life - Statutory Form - This form allows you to express your wishes and desires regarding whether or not your life is prolonged by artificial means. You are also given the option to make an anatomical gift.


6. Declaration for Mental Health Treatment - This form is a declaration for mental health treatment. The principal must choose a decision maker, appoint a representative, and provide affirmation of witnesses.


7. Estate Planning Questionnaire and Worksheets - This Estate Planning Questionnaire and Worksheet is for completing information relevant to an estate. It contains questions for personal and financial information. You may use this form for client interviews. It is also ideal for a person to complete to view their overall financial situation for estate planning purposes.


8. Personal Planning Information and Document Inventory Worksheets - This form enables you to document matters relevant to your life and personal planning such as the location of your important legal documents, relatives names, contact information, medical information, financial asset inventory and more.

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  • Preview Oregon Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview Oregon Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview Oregon Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview Oregon Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview Oregon Life Documents Planning Package, including Will, Power of Attorney and Living Will

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FAQ

No, a power of attorney is a separate legal document and is not included in a will. While your will dictates how your assets will be distributed after your death, a power of attorney allows you to appoint someone to manage your affairs while you are still alive. When creating your Eugene Oregon Life Documents Planning Package, including Will, Power of Attorney, and Living Will, it is vital to ensure you have both documents in place for comprehensive planning.

Yes, in Oregon, it is legal for you to write your own will without the assistance of a lawyer. However, it is essential to follow specific legal guidelines to ensure that your will is valid. When considering a DIY will as part of your Eugene Oregon Life Documents Planning Package, including Will, Power of Attorney, and Living Will, remember that using reputable resources or templates can help you avoid common pitfalls and ensure your wishes are honored.

In the context of your Eugene Oregon Life Documents Planning Package, including Will, Power of Attorney, and Living Will, it’s important to note that certain assets cannot be included in a will. These typically include life insurance policies with designated beneficiaries, retirement accounts like IRAs and 401(k)s, and assets held in a living trust. Such assets pass directly to the named beneficiaries or through other legal mechanisms rather than through your will.

Recent legal rulings have reinforced the importance of clear documentation when it comes to Power of Attorney designations. In the context of the Eugene Oregon Life Documents Planning Package, including Will, Power of Attorney, and Living Will, cases often emphasize the need for specificity in the powers granted to an agent. This clarity helps avoid disputes and ensures that your designated agent can effectively act in your best interests. It's vital to stay informed about any changes to laws that affect your planning decisions.

To obtain a copy of your living will, check with the attorney who assisted you with your Eugene Oregon Life Documents Planning Package, including Will, Power of Attorney, and Living Will. They often keep copies on file for your convenience. Additionally, it's a good practice to store a copy in a safe place and provide a copy to your healthcare providers. This accessibility ensures that your wishes are known and respected when it matters most.

The most powerful type of Power of Attorney is often referred to as a Durable Power of Attorney. In the Eugene Oregon Life Documents Planning Package, including Will, Power of Attorney, and Living Will, this form grants your agent the authority to manage your affairs even if you become incapacitated. It empowers them to make critical decisions on your behalf, covering medical, financial, and legal matters. Choosing a trusted individual for this role is crucial for ensuring your needs are met.

In the context of the Eugene Oregon Life Documents Planning Package, including Will, Power of Attorney, and Living Will, certain decisions cannot be delegated. For instance, individuals cannot make choices about others' medical care if they have not appointed an agent through a Power of Attorney. Additionally, decisions regarding personal relationships or those that require a person’s unique consent cannot be made by someone else. It's essential to establish clear directives to ensure that your wishes are honored.

Writing a will without a lawyer in Oregon is possible by following state guidelines and using the appropriate templates. Start by clearly outlining your assets, beneficiaries, and any specific wishes you have regarding property distribution. The Eugene Oregon Life Documents Planning Package is a valuable resource that empowers you to create a will confidently and correctly.

A will can be declared invalid in Oregon if it lacks the required signatures, the testator was not of sound mind, or if the document was created under duress. Additionally, failure to follow proper witnessing protocols can also invalidate a will. Using the Eugene Oregon Life Documents Planning Package can help you avoid common pitfalls and ensure your will is valid.

Preparing end-of-life documents involves drafting a will, a living will, and a power of attorney. First, identify your wishes regarding property distribution and medical decisions. The Eugene Oregon Life Documents Planning Package streamlines this process by offering templates and guidance to help you make informed decisions.

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