Portland Estate Planning Attorney
Serving Portland and communities across Oregon, our firm is committed to meeting the distinct needs of both families and businesses. We recognize that every client’s situation is different, and we focus on providing tailored estate planning solutions that reflect your values and long-term goals. Whether you’re protecting assets, preparing for the future, or managing complex legal issues, our experienced team offers practical, strategic guidance designed to support you at every stage.
Portland Office Details
Address: 8215 SW Tualatin-Sherwood Rd #200, Tualatin, OR 97062
Phone: (503) 543-1112
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
Frequently Asked Questions
When Should You Update Your Estate Plan?
You should look at your plan every five or so years, or when you have a big life change, such as birth of a new child or death of a family member.
Should You DIY Estate Plan?
It is more prudent to use an attorney to draft your documents the first time, than use an online service and pay an attorney to fix it later.
What Documents Should You Include in Your Estate Plan?
For financial documents, we recommend having:
- A revocable trust
- A pour-over will
- A financial power of attorney
On the medical side, we recommend having:
- A HIPAA authorization
- A a healthcare power of attorney
- An end-of-life document
Meet Our Portland Estate Planning Team
Serving clients in Portland, OR and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include:
