Download the lesson book which will walk you through essential lessons on creating an effective estate plan. Each lesson includes a multiple–choice quiz to test your knowledge of the information covered.
For professional advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to United Way. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Legal name: United Way of the Columbia-Willamette
Federal tax ID number: 93-0582124
Located at: 619 SW 11th Ave., Portland, OR 97205
Pair FreeWill with an attorney
If you have a larger estate, children with special needs, or complicated family dynamics, you may want to pair FreeWill with an experienced attorney's help.
We provide all our will-makers with free forms to bring to an attorney (saving time and money).
Planning your Healthcare wishes for a life worth living
An advance healthcare directive is a legal document that specifies your wishes for end-of-life healthcare, and who should make healthcare decisions on your behalf if you are unable to do so. It is also known as a living will, advance directive, or medical directive. Learn more here.