Our Services
Comprehensive estate planning services for families and individuals in Oregon, available virtually or in person in Bend
Revocable Living Trusts
A revocable living trust is a legal document created during an individual's lifetime that allows them to manage and control their assets. The trust can be altered, amended, or revoked at any time by the grantor. It provides a way to avoid probate, ensuring a faster and more private transfer of assets to beneficiaries upon the grantor's death. Additionally, it can include instructions for managing assets if the grantor becomes incapacitated. Unlike a will, a revocable living trust becomes effective immediately upon creation.
Wills
A will is a legal document that outlines how a person’s assets and property should be distributed after their death. A will only takes effect upon death and must go through probate, a court-supervised process to validate the will and oversee the distribution of assets.
Plans to Protect Minor Children
A plan to protect minor children is a comprehensive process in the event of the parents' incapacity or death. This service includes drafting legal documents such as wills, trust agreements, and powers of attorney. Most importantly, a guardian is appointed to care for your children, specifying who will manage their upbringing and financial needs. Trusts can be established to manage and distribute assets for the children's benefit over time, preventing mismanagement and providing ongoing financial support. Additionally, we can coordinate medical directives and ensure all documents comply with state laws, giving you peace of mind that your minor children will be cared for according to your wishes.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!