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Estate Planning Essentials

Do you know what documents you will need to properly plan your estate? Will your survivors know where to find your retirement funds... life insurance policy... real estate information? Click on the links below for a printable Estate Planning Fact Finder and Personal Planning Guide.



Oregon Advance Directive

The Advance Directive is used to appoint a representative to make health care decisions for you when you are unable to communicate, and to give guidance about medical and other care you want to receive at the end of your life. This Advance Directive also gives you the opportunity to explain how you want to be treated by your friends, family, and medical providers during the dying process.

You will find the Advance Directive to be thought provoking. Please consider each of your decisions carefully as you complete it. I highly recommend that you study the entire document before you record any decisions.

After you have completed and signed your advance directive before two witnesses, you must be sure that the persons you have appointed as your representatives to make health care decisions for you also sign the directive at the bottom of the final page. Your primary representative for health care decisions should retain the original Advance Directive. You may want to provide copies to your physicians, your alternate representative for health care decisions, family members, and to anyone else who needs to know your wishes.

I wish to thank The Commission on Aging with Dignity, Tallahassee, Florida, which is the author of most of Part C, Section 6, for its permission to include its copyrighted material in this Advance Directive.

Click the link below for a printable Oregon Advance Directive.

The link below also includes a document to use to record your instructions about organ donation and funeral, burial or cremation instructions. Note this document also needs to be signed in front of two witnesses.