Organizing your Personal Assets Package - Oregon 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with the Personal Monthly Budget Worksheet. Enter your income and expenses into the designated fields. The worksheet will automatically calculate totals, helping you visualize your financial situation.
3. Next, complete the Personal Property Inventory form. Itemize all personal property you own, ensuring accurate records for insurance or estate planning purposes.
4. Proceed to the Personal Planning Information and Document Inventory Worksheets. Fill in details about important legal documents, contact information for relatives, and any medical information that may be necessary.
5. Utilize the Cash Flow Statement to track incoming and outgoing funds. Adjust as needed based on your household's typical expenses.
6. For retirement planning, fill out the Retirement Cash Flow form by detailing your retirement income and expected living expenses.
7. Complete the General Durable Power of Attorney form if applicable, designating an agent for financial decisions should you become incapacitated.
8. Finally, use the Sample Letter for Request for Credit Report to request your annual credit report from major agencies.

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