What is an estate plan?
A group of documents that ensure you are taken care of if you are incapacitated, and plan for the management and distribution of your assets when you die.
Will
A will is a legal document that outlines an individual's wishes regarding the distribution of their assets, the guardianship of minor children, and the appointment of an executor to carry out these instructions after their death. A will does not avoid probate in the State of Oregon.
Start a "Will"Trust
A revocable living trust is a legal arrangement in which an individual (the Grantor/Settlor) places their assets into a trust during their lifetime, retaining the ability to modify or dissolve it, and appointing a trustee to manage and distribute those assets upon their death or incapacity. A properly executed trust will avoid probate in the State of Oregon.
Start a "Trust"
Power of Attorney
A financial power of attorney is a legal document that grants another person (the agent or attorney-in-fact) the authority to make financial decisions and manage the financial affairs of the person creating the document (the principal) in the event of their incapacity or inability to act.
Create a "Power of Attorney"Advance Directive
An Advance Directive is a legal document that allows individuals to specify their healthcare preferences and appoint a healthcare representative to make medical decisions on their behalf in the event they become unable to communicate or make decisions for themselves.
Set up an "Advance Directive"
We help you navigate the challenges of
an estate plan.
Complimentary
Phone
Consultation
Phone
Consultation
Drafting
Appointment
Appointment
Review
Appointment
Appointment
Completed
Estate Plan
Estate Plan
Next Steps
and Annual
follow up
and Annual
follow up
