Estate Planning

Our Estate Planning Team creates pragmatic, affordable estate plans for our Oregon clients. Important goals may include protecting minor beneficiaries, avoiding costly probate, and eliminating unnecessary estate taxation.

Our Estate Planning Team works together to continually improve the value of the services we deliver to our clients. Many of our new clients are referrals from family, friends, and co-workers who previously worked with our Team to plan their estates.

We have found that many of our clients have previously avoided estate planning because they believe it will be tedious, time-consuming, and expensive. We have designed our practice to instead be interesting, efficient, and affordable. Our Estate Planning Fee Schedule is available online.

Probate & Trust Administration

Our attorneys represent clients in a variety of trust and probate (i.e, estate administration) cases. Whether you have been named as a personal representative or successor trustee, or if you have concerns as a beneficiary, we can help you find solutions.

Guardianship & Conservatorship

We represent clients acting as guardians and conservators for minor, elderly, and disabled protected persons. Our goal is to make the legal component of this process as transparent as possible, so that existing resources can be used to achieve maximum benefit for the protected person.

estate planning team

Estate & Trust Services

  • Advance Directives
  • Business Succession Planning
  • Conservatorships
  • Estate Administration
  • Estate Litigation
  • Estate Taxation
  • Guardianships
  • Irrevocable Life Insurance Trusts (ILIT)
  • Living Trusts
  • Powers of Attorney
  • Probate
  • Supplemental (Special) Needs Trusts
  • Trust Administration
  • Wills

Client Resources

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