Embark on a journey with Willamette Legacy Law, where your future is our priority. As a new client, experience personalized legal counsel, tailored estate planning, and empathetic guidance. We’re here to navigate life’s transitions with you, ensuring peace of mind and a secure legacy for generations to come.
As a new client, experience personalized legal counsel, tailored estate planning, and empathetic guidance. We’re here to navigate life’s transitions with you, ensuring peace of mind and a secure legacy for generations to come.
Consider those you would entrust with medical or financial decisions in your planning. Determine the desired destination for your assets upon your passing. Contemplate alternatives if your first or second choice loved one is unavailable.
Family and Friends: Who are your loved ones? This may include spouses, children, grandchildren, parents, siblings, and other relatives or friends. Are there other people in your life that you would like to make sure are taken care of or thought of?
Pets: Don’t forget about your pets. For many, pets are like family. Because pets are dependent on you for their care, it is important to make a plan for pets too.
Organizations: Are you passionate about your church, charitable organization, special cause, or school (colleges or universities)? You can make a gift upon your passing to a group or cause you care about. Even a small gift can have a great impact.
You don’t need to have exact values of your assets, but an estimate of the values is helpful. Make a list of the assets you own by yourself, jointly with others, through a trust or some other arrangement. Your assets will impact the tax planning tools we may use, or how we structure tools to best serve your loved ones. Do you own the following:
The final step as you start to plan is thinking through your incapacity or death. Who do you imagine stepping up or stepping in to help at that time? Is there anyone you want to prevent from being involved?
If you are incapacitated and unable to take care of your day-to-day activities, who would you like in charge of the following:
Upon your passing, how would you like your plan to take care of the following:
As a new client, experience personalized legal counsel, tailored estate planning, and empathetic guidance. We’re here to navigate life’s transitions with you, ensuring peace of mind and a secure legacy for generations to come.
Consider those you would entrust with medical or financial decisions in your planning. Determine the desired destination for your assets upon your passing. Contemplate alternatives if your first or second choice loved one is unavailable.
Family and Friends: Who are your loved ones? This may include spouses, children, grandchildren, parents, siblings, and other relatives or friends. Are there other people in your life that you would like to make sure are taken care of or thought of?
Pets: Don’t forget about your pets. For many, pets are like family. Because pets are dependent on you for their care, it is important to make a plan for pets too.
Organizations: Are you passionate about your church, charitable organization, special cause, or school (colleges or universities)? You can make a gift upon your passing to a group or cause you care about. Even a small gift can have a great impact.
You don’t need to have exact values of your assets, but an estimate of the values is helpful. Make a list of the assets you own by yourself, jointly with others, through a trust or some other arrangement. Your assets will impact the tax planning tools we may use, or how we structure tools to best serve your loved ones. Do you own the following:
The final step as you start to plan is thinking through your incapacity or death. Who do you imagine stepping up or stepping in to help at that time? Is there anyone you want to prevent from being involved?
If you are incapacitated and unable to take care of your day-to-day activities, who would you like in charge of the following:
Upon your passing, how would you like your plan to take care of the following:
We encourage you to request an initial consultation by completing the form below. Once we receive your submission, we will give you a call to schedule your initial meeting.
Whether you’re considering estate planning, probate, or trust settlement, these intake worksheets guide you through crucial details, ensuring your unique circumstances are understood and we can catch and discuss any key issues. Complete the forms to empower our experts in tailoring solutions for your lasting financial security.
