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Online Creditor Claims .75 General CLE credit ID 86950 (part of 83927)From the Oregon State Bar CLE seminar Basic Estate Planning: Basic Probate Administration, presented on November 12, 2021 2021
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How to fill out basic estate planning basic

01
Start by creating a list of all your assets and liabilities.
02
Decide who you want to inherit your assets and who will be your beneficiaries.
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Choose an executor or trustee to manage your estate.
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Create a will or trust outlining your wishes for distributing your assets.
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Consider setting up a power of attorney and healthcare directive.
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Review and update your estate plan regularly to ensure it reflects your current wishes.

Who needs basic estate planning basic?

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Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
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Individuals who want to minimize estate taxes and avoid probate court proceedings.
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Parents who want to designate guardians for their minor children in case of their death or incapacity.
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Basic estate planning basic includes creating a will, establishing power of attorney, designating beneficiaries, and creating a trust if needed.
Any individual who wants to ensure their assets are distributed according to their wishes after they pass away should consider basic estate planning.
To fill out basic estate planning basic, one must gather information on their assets, appoint beneficiaries, choose an executor, and follow the legal requirements of their jurisdiction.
The purpose of basic estate planning basic is to outline how an individual's assets will be distributed to their chosen beneficiaries upon their death, and to minimize taxes and avoid conflicts among family members.
Basic estate planning forms typically require information on assets owned, beneficiaries designated, debts owed, and any specific instructions for distribution.
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