RESOURCES
Helpful Guidance. Trusted Information.
Explore carefully selected resources on estate planning, healthcare decisions, personal finance, trusts, identity documents, and business succession planning.
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Estate Planning
Explore how to plan for the end of your life. Whether it’s old age or an accident, all humans die. If you’re prepared, you can spare your loved ones the burden of logistics.
Personal Finance & Retirement Planning
Money doesn’t have to be mysterious. Click these links for basic information and advice.
How to Navigate Financial Planning for Death - American Bar Association
Investing for Beginners - Better Investing nonprofit
Personal Finance 101: Your Complete Guide to Building Wealth - 11-minute video by Dow Janes
Top 10 Ways to Prepare for Retirement - U.S. Department of Labor
Health Decisions
Money doesn’t have to be mysterious. Click these links for basic information and advice.
Bliss Legal Group Advance Directive for Oregon
Advance Directive Forms - Oregon
Advance Directive Form - Washington
Advance Directive Form - California
Compassion & Choices: Tools to Finish Strong
End of Life Choices Oregon
End of Life Washington
End of Life Choices California
Hospice Foundation of America
What’s In A name?
If you have changed your name or identity, these resources can help you ensure you are consistently represented the way you want to be.
ID Documents for Transgender People
Name and/or Gender Identity Change - Multnomah County, Oregon
Name and/or Gender Identity Change - Clackamas County, Oregon
Name and/or Gender Identity Change - Washington County, Oregon
Name Change - Clark County, Washington
All About Trusts
What’s a trust? Learn why you might want one.
Business Succession Planning
If you own a business, you can ensure it continues to operate smoothly when you die.