Oregon Estate Planning Evaluation Checklist

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Oregon Estate Planning Checklist

If you would like to give us a little information about your current planning situation, please fill out the form below and submit it to us for a no-obligation evaluation. We will then contact you with a recommendation.

	You have added a child to your family.
	Your child has reached adulthood.
	You have married.
	You have divorced or had a marriage annulled.
	Your net worth has increased or decreased, whether because of retirement, new employment, change of business, receipt of an inheritance, or good luck in the lottery!
	Either you or your spouse has had a change in health – perhaps a diagnosis requiring long term care. Remember that Nay and Friedenberg continues to be the leader in Elder Law and all areas of long term care planning. The sooner you begin, the more of your estate you can protect.
	Your spouse had died.
	Your child or grandchild has become incapacitated.
	Your beneficiaries' circumstances have changed.
	Your personal representative (executor of your will), trustee, or the person who holds your power of attorney has moved, become incapacitated, or has died.
	Your power of attorney for health care decisions has expired.
	You have assets which are not titled in the name of your living trust.
	I'd like to be contacted to set up an appointment.
	I'd like more information.

If any of these items apply to you, it's time for you to check in with us for an update of your estate plan. Please fill out the form below.

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