Oregon Legal Center: Available Plans

Estate Plans Offered by Oregon Legal Center

Living Trust Plan for Estates Under $3,500,000

The Plan includes a either an Individual Trust, or if married, a Joint Living Trust, and a Pour-Over-Will, Durable Powers of Attorney, Advance Directives for Health Care, and Certificate of Trust.

Individuals or couples with estates over $1,000,000 but less than $3,500,000 need to consider the impact of the Oregon Inheritance Tax .

The main benefit in selecting this plan over a Will Plan is that there will be no Probate.

After the trust is set up, it will be necessary transfer assets into the trust. This process is called funding the Trust. We will prepare deeds to transfer your real estate into the trust. We will prepare letters to transfer your other property into the trust. It is important for us to meet with you about 4 months after the trust is set up to make sure the funding has taken place.

The cost...

Living Trust Plan Documents
Inlcuding Trust, Pourover Will, Powers
of Attorney, and Advance Directive
Total $2500

Deeds to put real property in the trust are $150 plus recording fees.

For more information contact Oregon Legal Center at
(503) 635-6235 or toll free at (866) 635-6235
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