Our Services

Administering an estate or trust is a complex and time consuming job. As professionals, we handle every detail from beginning to end, so you or your loved ones don’t have to.

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Revocable
Living Trust Administration

We serve as trustee of your revocable living trust, either upon your incapacity, death, or resignation of a current trustee. We ensure that your trust is administered and distributed according to its terms so that you can rest assured your assets and financial affairs are taken care of and your trust benefits those as you intended.

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Probate and Personal Representative

In Oregon when you die with just a will or no estate planning documents, filing a probate in the court may be necessary. The person tasked with administering the probate is known as the “Personal Representative” or “Executor”. It can be a complex process navigating the probate court system, with many required deadlines and filings. We can handle estates when a loved one passes away, working efficiently and diligently to minimize fees and time.

Charity, charitable trusts, charity beneficiaries, revocable living trust

Charitable
Trust
Administration

Have you decided to benefit your favorite charities when you pass? Using a professional fiduciary may be an excellent choice for your situation. We ensure that all proper steps are taken during the administration process and communicate directly with charities to ensure they are benefitted the way you intended.

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Irrevocable &
Life Insurance Trusts

Have you decided to move certain assets, such as real property or cash investments, into an irrevocable trust to benefit someone who may not have the capacity to manage these on their own? Using a professional fiduciary in this situation can be extremely beneficial. We ensure the assets are protected, preserved, and administered to the beneficiary according to your trust terms.

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Power
of
Attorney

An Agent serving under a Power of Attorney document (POA) often supports the trustee role, and allows for the Agent to manage the financial and legal affairs for someone while they are still alive, but incapacitated or otherwise unable to handle their own affairs. We act as Agent in conjunction with our Trustee role to ensure your needs are met and finances handled when you can no longer manage them yourself.