
Caregiver’s Legal Toolkit: Essential Documents for Families in Washington and Oregon
November is National Family Caregivers Month, a time to honor the millions of people who step in to care for aging parents, spouses, or loved ones facing illness. At Pettis Webber Pacific, we see caregivers every day—devoted daughters, steadfast spouses, and caring sons—doing extraordinary work.
But caregiving without legal support can be overwhelming. Without the right documents, even paying bills or speaking to a doctor can be a struggle. That’s why every caregiver needs a legal toolkit.

Avoiding Guardianship and Conservatorship Court: Proactive Steps for Families in Washington and Oregon
When someone loses the ability to make decisions and hasn’t done proper planning, families often have no choice but to go through the courts for guardianship or conservatorship.
Guardianship (for personal affairs) and conservatorship (for financial affairs) are legal processes where the court appoints someone to manage another person’s financial and personal affairs. While sometimes necessary, it is:

5 Signs It’s Time to Review Your Estate Plan Before the Holidays
The holiday season is a time for family, reflection, and gratitude. It’s also the perfect time to make sure your estate plan still reflects your life today—not the way it looked five, ten, or twenty years ago.
At Pettis Webber Pacific, we recommend that families in Washington and Oregon review their estate plans every 3–5 years—or sooner if major life changes occur. Here are five signs it may be time for you to update yours before the holidays.

How Health Care Directives (or Advance Directives) Work in Washington and Oregon: What Families Need to Know
When families come to us in times of crisis, one of the first questions we often hear is: “Who has the right to make decisions for my loved one?”
Too often, the answer isn’t clear—because no health care directive or advance directive was ever put in place. Without this crucial document, families can be left scrambling, arguing, or even forced into court just to make medical decisions.
A health care directive is more than a form. It’s your voice in moments when you may not be able to speak for yourself.