WINGS Documents

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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.
Learn what a TOD deed is and how it lets real estate pass outside probate.
Get ideas for how to talk with loved ones about your plan and share your important documents.
Learn ways to prevent family conflict and make sure your plan reflects your values.
Learn how a Power of Attorney lets someone manage your finances if you cannot.
Learn how to store and protect your important documents and when to share copies.
Find out how a revocable living trust can help you plan for illness or incapacity while keeping control of your assets.
Find practical ways to connect with an estate planning or elder law attorney in Oregon.
Understand how joint accounts work during life and when they might or might not be the right choice.