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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