Estate Planning
Practical Estate Planning. Compassionate Probate Guidance.
We provide thoughtful estate planning designed to protect what you’ve built, honor your wishes, and give you and your family lasting peace of mind.
From straightforward wills to advanced estate planning strategies, we work closely with you to create clear, legally sound plans tailored to your life, values, and long-term goals.
We also represent trustees and personal representatives, offering steady guidance through the probate process and court-supervised estate administration.
Contact us today
Appointments are available weekdays during regular business hours of 9:00 am to 5:00 pm.
Telephone or video consultations are available upon request.
Traditional Estate Planning
At its core, traditional estate planning is designed to ensure your assets pass to the people or organizations you choose, minimize unnecessary cost, delay, and conflict, and provide clear direction in the event of incapacity.
Through tools such as wills, powers of attorney, and advance health directives, estate planning allows trusted individuals to manage your financial and medical decisions if you are unable to do so, while also protecting loved ones—such as minor children or disabled family members—through appropriate safeguards and guardianship planning.
In short, traditional estate planning provides control, clarity, and peace of mind, ensuring your affairs are handled according to your values during your lifetime and beyond. Planning packages begin at $1,500 for individuals and $2,000 for couples.
Advance Estate Planning
Advanced estate planning goes beyond basic wills and trusts to address complex family, financial, and long-term needs. It is designed to protect assets, reduce tax exposure, and provide long-term security for beneficiaries, including those who are vulnerable or have special needs.
Advanced planning often involves specialized trust structures, strategic gifting, business or farm succession planning, and planning for long-term care and incapacity. The goal is to preserve wealth, maintain control over how assets are managed and distributed, and ensure that a client’s legacy is carried out efficiently and according to their values
Advanced estate planning is available for $350/hr.
Probate Administration
Probate administration in Oregon is the court-supervised process for settling a person’s estate after death, ensuring that debts are properly addressed and assets are distributed according to a valid will or, if no will exists, Oregon law. The process may involve appointing a personal representative, notifying heirs and creditors, inventorying and valuing assets, resolving claims, managing tax obligations, and ultimately distributing property to beneficiaries. Experienced legal guidance can help personal representatives navigate deadlines, comply with court requirements, reduce delays and disputes, and complete the probate process efficiently and in accordance with Oregon statutes.
Probate fees are charged at $350.00/hr and paid at the close of the probate estate.
