Is Your Retirement Plan Complete?

Download the Retirement Readiness Checklist

A Free Guide for Oregonians who wish to retire with confidence, clarity, and the right legal protections in place.

Plan for the Road Ahead

You’ve spent a lifetime building something worth protecting. Retirement is a season of new beginnings and is one of the most important times to make sure your legal and financial affairs are in order.

Many Oregonians approach retirement with investment accounts and a savings plan in place, but without the estate planning documents that protect them if something changes: an unexpected illness, a shift in family circumstances, or a question about who will speak for you if you can’t speak for yourself.

This checklist walks you through the key areas to review before and during retirement, so you can feel confident that your wishes, your assets, and your loved ones are protected.

Why Download the Checklist?

A plan drafted in your 40s or 50s was built around a different life. In retirement, your income sources, assets, and family circumstances have all shifted. The good news? Evaluating your current standing does not have to be complicated.

• Easy-to-understand actionable steps: We break down complex legal concepts into plain language, showing you exactly what to review next to protect your family.
• Covers all essential aspects: The guide addresses the fundamental areas of retirement and estate planning, ensuring you do not miss details that could lead to probate.
• Assess your financial standing: Evaluate your current assets and legal protections to identify any gaps before they become an issue for your loved ones.

What’s Inside the Checklist

The Retirement Readiness Checklist covers five areas that matter most for Oregon retirees:

1. Your foundational documents — Will, Trust, Powers of Attorney, Advance Directive
2. Beneficiary designations — retirement accounts, life insurance, and how they interact with your plan
3. Asset organization — what you own, where it is, and who can access it
4. Incapacity planning — who makes decisions if you can’t, and what guidance you’ve given them
5. Trust funding — whether your assets are actually titled in your trust (a step many people miss)

Who This Is For

This checklist is designed for Oregon adults who are:

• Approaching retirement (within 5–10 years) and want to make sure their plan is complete
• Recently retired and haven’t reviewed their estate plan since leaving work
• Caring for an aging parent and wondering what documents they should have in place
• Already working with a financial advisor but haven’t yet connected with an estate planning attorney

Note: This checklist is meant to help you think. It is not a replacement of a conversation with your attorney. Every family is different and a checklist can only take you so far. If you’re not sure whether your plan is complete, we’re happy to talk.

Get Your Free Checklist!

Enter your name and email address in the form, below. We’ll send you the checklist to the email address you provide right away – no sales calls, no obligation. We take your privacy seriously. Your information is never sold or shared. By submitting this form, you’ll receive your checklist by email and may receive occasional educational updates from Catalyst Law. You can unsubscribe at any time.

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