Estate Planning

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.
Create a will to establish your assets and guardianship in case of the unexpected.
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"
Place your assets in a trust during your lifetime so it can be distributed upon death or incapacity.
Grant an agent to make financial decisions and manage your financial affairs in the event that you are unable to.
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"
Specify your preferences and appoint a healthcare representative to help make decisions in the event you are unable to.

We help you navigate the challenges of 
an estate plan.

Complimentary
 Phone
Consultation
Drafting
Appointment
Review
Appointment
Completed
Estate Plan
Next Steps
 and Annual
follow up

Introduction to Estate Planning

Keeping your estate plan current

We provide your family a safety that your family can't afford to be without.
The information you provide will help us create a estate plan that fits your needs.
Do you own Real Estate
Estimated Net worth
Do you have dependents