Episode #02 — The 5 Essential Documents Every Oregon Estate Plan Should Include

Estate planning isn’t just for the wealthy — it’s for anyone who wants to make things easier for their loved ones. A solid estate plan protects your wishes, avoids unnecessary court involvement, and gives your family peace of mind.

Here are the five key documents every Oregon estate plan should include, plus one bonus document that’s often forgotten.

1. Last Will and Testament

Your will outlines how your property will be distributed after your death and who will serve as your personal representative (executor). It’s also where you name guardians for minor children — one of the most important reasons every parent needs a will.

2. Durable Power of Attorney

This document gives someone you trust authority to handle financial and legal matters if you become unable to do so. Without it, your loved ones might have to go through a court-appointed conservatorship just to manage your bills or access accounts.

3. Health Care Power of Attorney

Sometimes called a “medical power of attorney,” this document names a trusted person to make health care decisions on your behalf if you can’t. It ensures your voice is still heard, even when you’re unable to speak for yourself.

4. Advance Directive for Health Care

Oregon’s Advance Directive lets you spell out your medical preferences — things like life support, pain management, and end-of-life care. It provides clarity to both your loved ones and your doctors during difficult times.

5. HIPAA Authorization

Even with a health care power of attorney, your family may need separate permission to access your medical records. A HIPAA authorization ensures your chosen representatives can communicate freely with your medical providers.

Bonus Document: Oregon Appointment of Person to Make Disposition of Remains

This optional but important document allows you to name who will make final arrangements after your death. Without it, Oregon law dictates who has that authority — which might not reflect your wishes. Including it in your estate plan provides clarity and reduces potential family conflict.

Getting Started

Putting these documents in place is one of the most thoughtful things you can do for the people you love. At Newport Law, we help Oregon families and business owners create clear, customized estate plans that provide peace of mind today and security for the future.

Ready to start your estate plan?
Contact us today to schedule a consultation and take the first step toward protecting what matters most.