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Understand who should complete a POLST and how it is different from an Advance Directive.

Learn how to nominate a trusted person for future guardianship or conservatorship decisions.

Learn how a mental health declaration lets you name someone to speak with providers and record treatment preferences.

Learn how to plan medical decisions during the pandemic using Oregon forms like the Advance Directive and POLST.

Learn how to name someone you trust to handle your burial or cremation decisions in Oregon.

Understand what a will does and why creating one under Oregon law can make things easier for your loved ones.

Learn how a revocable living trust can help avoid probate and manage your assets after death.

Learn how joint accounts can pass to a surviving owner and what risks to consider before using them.

Understand how POD accounts pass funds directly at death and how they differ from joint ownership.

Use this checklist to organize your information and make sure your wishes are known and honored.