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What makes up an estate plan?

  • Last Will & Testament — A document by which you designate your family, appoint an administrator of your estate, guardian of your minor children, and direct who is to receive your estate.
  • Durable Power of Attorney for Business — A document by which you appoint an “agent” to handle your business and property affairs, either immediately or in the event you become disabled to the point you cannot manage your own affairs.
  • Power of Attorney for Health Care — A document by which you appoint an “agent” to make decisions concerning your medical treatment and care should you be mentally incapable to make those decisions. In Oregon this document is referred to as an “Advance Directive.”
  • Directive to Physicians (Living Will) — A document by which you express your desire whether to withhold certain medical procedures and treatment that only prolong the inevitability of death under circumstances where you are not cognizant to make those decisions, have been diagnosed as terminally ill, and death is imminent or you are in a “permanent vegetative state.” In Oregon this merged into the “Advance Directive.”
  • Community Property Agreement — A document used for State of Washington residents. Husband and wife agree that all their community property will vest in the surviving spouse. Those assets will then avoid the necessity of a probate.


Pre-appointment documents

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