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Our Estate Planning Services

Estate planning services.

Wills, trusts, and the supporting documents Oregon families actually need.

10  ·  Practice areas Oregon-licensed By appointment Confidential
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Ten ways we protect what matters.

Every engagement starts with a consultation to design your plan. Below are the core practice areas Sarah handles directly, no junior associates, no script.
01 / Wills

Wills

Document your distribution wishes, nominate guardians for minor children, and select a personal representative under Oregon law.

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02 / Trusts

Revocable Living Trusts

Create a flexible plan that may keep properly transferred assets out of probate while you retain control during your lifetime.

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Oregon Notary
03 / Authority

Power of Attorney

Authorize a trusted agent to handle specified financial and legal matters during your lifetime.

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04 / Healthcare

Healthcare Directives

Record healthcare preferences and appoint a representative to make medical decisions when authorized under Oregon law.

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05 / Probate

Probate Administration

Practical legal guidance for personal representatives through Oregon's court-supervised estate-administration process.

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06 / Guardianship

Guardianship

Guidance for court-supervised personal decision-making for a minor or an adult who meets Oregon's legal requirements.

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07 / Protection

Asset Protection

Prospective, lawful planning that considers ownership, entities, trusts, exemptions, and the risks relevant to your circumstances.

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08 / Tax

Tax Planning

Oregon-centered planning that evaluates state and federal estate, gift, and transfer-tax considerations.

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09 / Agreements

Prenuptial Agreements

Clear premarital agreements prepared with Oregon's disclosure, voluntariness, and enforceability requirements in mind.

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10 / Continuity

Business Succession

Coordinate ownership, management, valuation, funding, and estate-planning decisions for a closely held or family business.

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The Importance of Planning

Why estate planning matters.

Without a plan, Oregon courts make decisions that may not reflect your wishes, about your children, your assets, and your medical care. Four reasons to start now.

i

Protect your family

Without a plan, Oregon courts decide custody arrangements and how your assets are distributed, often in ways that don't reflect your wishes.

ii

Avoid probate

A properly funded trust can help you avoid the costly, time-consuming, public probate process, transferring assets directly to your beneficiaries.

iii

Minimize taxes

Strategic planning reduces state and federal estate tax burdens, preserving more of your wealth for the people and causes you care about.

iv

Plan for incapacity

Healthcare Directives and Powers of Attorney are designed to help decisions about your care be made by someone you trust, consistent with your wishes.

Take the first step

Book a consultation.

A focused consultation to sit with what matters most. You'll be heard in plain English, walked through the Oregon options that fit your family, and leave with a clear sense of the path forward.

A space to be heard Oregon licensed attorney Confidential & secure