Estate Plans Offered by Oregon Legal Center


Living Trust Plan for Estates Under $2,000,000


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 $2,000,000 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                      $1695
Trust Funding (up to 8 transfers)                  395
4-Month Follow Up Conference                     195
Oregon Real Property Deed (1 Deed)              150
Total                                                                 $2435

Each additional asset transfer is $50 and each additional Oregon Real Property Deed is $150.


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

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