Estate Planning and Administration

Estate Planning

Estate planning isn’t just about minimizing taxes—it’s about peace of mind for you and your family.  Setting up a reliable estate plan is one of the most important ways to protect your loved ones—and yourself. Yet many adults fail to take these crucial steps.

An estate plan protects your finances, ensures that your children are cared for, and gives you the help you may need in managing your healthcare and finances.

After a free initial consultation, you will receive a quote for the services you need.   Julia offers flat-fee estate planning, so you won’t be surprised.

  • Wills
  • Durable Powers of Attorney
  • Trusts
  • Advanced Directives
Ask about our discount for educators!

Contact Julia to get started on your estate plan today.

Estate Administration

The death of someone close to you can be an overwhelming and difficult time for those left behind.  The process of managing your loved one’s final affairs should be as easy as possible.

Probate is a Court procedure for managing and distributing a deceased person’s property.  If you are entering probate for a loved one you recently lost, Julia can walk you through the estate administration process and help ensure that your probate proceeds smoothly.

Sometimes probate is needed to:

  • Clear title to land, stocks and bonds, or large bank or savings and loan accounts that were held in the name of the deceased person only, and put the title to these assets in the names of the rightful beneficiaries.
  • Collect debts owed to the deceased person.
  • Settle a dispute between people who claim they are entitled to assets of the deceased person.
  • Resolve any disputes about the validity of the deceased person’s will.

Probate is not always necessary. If the deceased person owned bank accounts or property with another person, the surviving co-owner often will then own that property automatically. If a person dies leaving very few assets, such as personal belongings or household goods, these items can be distributed among the rightful beneficiaries without the supervision of the court.

If there is no Will (an intestate estate), Oregon law dictates how the estate is to be distributed.  If the Probate assets of the Estate are of limited value, a less costly, less time consuming, and less complicated legal process called a Small Estate Affidavit is available.

Contact for Julia for more information.