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A system, not a service · Oregon

Your Oregon
estate plan, done in 2–4 weeks.

A licensed Oregon attorney, a flat fee, a fixed sequence. Six documents that keep your family out of probate. Often covered by your employer’s legal benefits.

Licensed Oregon attorney
Flat fee · no hourly
2–4 week turnaround

No attorney–client relationship is created until an engagement letter is signed.

Probate vs Trust
Oregon Law

What probate means for your family.

Tap any card to see how a trust solves it.

Timeline
9–18 months

Mandatory 4-month creditor window (ORS 115.005), 60-day inventory filing, court processing. Assets frozen until complete.

Timeline
Immediate

Successor trustee acts the same day. No court, no waiting period, no frozen accounts.

Privacy
Fully public

Will, asset inventory, beneficiary names, debts — all filed with the court and searchable online at courts.oregon.gov.

Privacy
Completely private

Trust is never filed with any court. No public record of your assets, beneficiaries, or wishes.

Control
Court supervises

Judge can reject the personal representative, convert to supervised administration, or override decisions. Any beneficiary can petition.

Control
Family controls

Your successor trustee follows your written instructions. No judge, no hearings, no third-party interference.

Real Estate
Frozen for months

House cannot be sold until PR is appointed and creditor period runs. Mortgage, taxes, and insurance keep accruing.

Real Estate
Transferable immediately

Property titled in the trust can be sold or transferred by the successor trustee without court approval.

Educational illustration based on Oregon statutes (ORS 113–116). Actual timelines and costs vary by estate. View statutes ↗ · This does not create an attorney–client relationship.

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GOOGLE REVIEWS4.9 · 312
TURNAROUND2–4 WEEKS
01How this works

You do the thinking. We do the drafting.

Instead of paying an attorney by the hour to ask questions only you can answer, you work through videos and a questionnaire at your own pace. The attorney focuses on the judgment calls, drafting, and signing.

The two paths

What you do. What we do. Side by side.

YouUs
Day 1–3
Day 3–7
Day 7–9
Day 10
Day 11–18
Day 18–28
You
Us
01You
Watch videos
8 modules · ~45 min
02You
Questionnaire
30–45 min · auto-saves
03Us
Attorney prep
Reviews your intake
04Both
30-min Zoom
Judgment calls together
05Us
Drafting
6 documents drafted
06You
Signing
~45 min · with notary

Six steps, in order. Two are yours, two are ours, one is together, and one is yours again with our notary. Median client finishes in 14 days.

02The four steps

Education → Questionnaire → Meeting → Signing.

A clear sequence designed around your time. Prepare at your own pace, then the attorney handles the rest.

Step 01

Education

Eight short videos on Oregon estate law, trusts, and the decisions ahead. Watch at your own pace before anything else.

You~45 min
Step 02

Questionnaire

Structured intake for your assets, beneficiaries, trustees, and wishes. No dead ends, no attorney billable time.

You30–45 min
Step 03

Attorney Meeting

30-minute Zoom to confirm structure, surface edge cases, and answer every remaining question.

Together30 min
Step 04

Drafting & Signing

We draft and quality-check all documents. You review, approve, and sign with our mobile notary team.

Us then you~45 min
03What's Included

Six documents. One coherent plan.

Every plan includes these foundational documents, drafted by a licensed Oregon attorney, built around your situation.

01

Revocable Living Trust

The core instrument. Holds your assets, avoids probate, governs distribution to your heirs.

Tap for specimen
Specimen — illustrative only
A revocable trust avoids the 9–18 month Oregon probate process, keeps your affairs private, and lets your trustee act immediately at death or incapacity.

Specimen language only. Not legal advice. Actual documents are tailored to your situation by a licensed Oregon attorney.

02

Pour-Over Will

Captures anything not titled in the trust at death and sweeps it in. A safety net, not the main event.

Tap for specimen
Specimen — illustrative only
The pour-over will ensures nothing falls outside the trust. Even assets accidentally left out are directed into the trust and distributed per your plan.

Specimen language only. Not legal advice. Actual documents are tailored to your situation by a licensed Oregon attorney.

03

Durable POA

Lets someone you trust manage finances if you become incapacitated. Avoids court conservatorship.

Tap for specimen
Specimen — illustrative only
Without a durable power of attorney, a family member must petition the court for conservatorship — a slow, expensive alternative to a one-page document.

Specimen language only. Not legal advice. Actual documents are tailored to your situation by a licensed Oregon attorney.

04

Healthcare Directive

Your medical wishes, clearly stated, and a healthcare representative who can speak for you.

Tap for specimen
Specimen — illustrative only
Covers end-of-life decisions, resuscitation preferences, and designates the person authorized to make medical decisions if you cannot.

Specimen language only. Not legal advice. Actual documents are tailored to your situation by a licensed Oregon attorney.

05

HIPAA Authorization

Releases your medical information to the specific people you name. Prevents information lockouts.

Tap for specimen
Specimen — illustrative only
Without a HIPAA release, even your spouse may be denied access to your medical records in an emergency. This form names exactly who may receive that information.

Specimen language only. Not legal advice. Actual documents are tailored to your situation by a licensed Oregon attorney.

06

Disclaimer Trust Provision

An optional mechanism for tax-efficient asset passing between spouses.

Tap for specimen
Specimen — illustrative only
Allows the surviving spouse to disclaim assets into a bypass trust — preserving exemptions and reducing estate tax exposure for larger estates.

Specimen language only. Not legal advice. Actual documents are tailored to your situation by a licensed Oregon attorney.

04Plan match

Three questions.
One match.

Answer three quick questions and we'll point you to the right plan — trust-based, will-based, or legal insurance. No sign-up, no email.

~30 seconds · No data stored · No email needed

Question 1 of 3

Do you own a home in Oregon?

05Legal Insurance

Your employer may already pay for this.

Many Oregon employers — Nike, Intel, Providence, OHSU, the State of Oregon — offer ARAG or MetLife legal benefits. If yours does, your full estate plan is likely covered. Same attorney. Same drafting. $0 out-of-pocket.

  • In-network attorney for ARAG & MetLife
  • Works with 10+ legal insurance providers
  • No deductibles, no copays on most plans
  • Coverage verified in writing within 24 hours

Legal insurance check

Is your plan covered?

Enter your employer to see if your legal benefit covers the estate plan.

Submitting this form does not create an attorney–client relationship. Results are informational only.

The cost of waiting

Oregon probate proceedings typically take 9–18 months for uncontested estates.

Source: Oregon Judicial Department — Probate

A revocable living trust avoids the probate process entirely under Oregon law. The fix takes 2–4 weeks.

Get started today
07Experience

Built for Oregon families who want clarity, not billable hours.

Attorney-led estate planning with a defined process, flat fees, and in-network legal insurance coverage.

14 yrs

practicing Oregon estate law

1,800+

estate plans drafted

2–4 wks

typical time to signed documents

Flat fee

or covered by legal insurance

Prior results do not guarantee similar outcomes. No attorney–client relationship is created until an engagement letter is signed.

09FAQ

Answers before
you ask.

For most Oregon homeowners, a revocable trust is the right call — it avoids probate, which is otherwise a 9–18 month court process. A will alone puts your heirs through probate. We'll confirm what fits your situation in the meeting.

We offer flat-fee plans: $950 for a will-based plan or $1,950 for a trust-based plan. If you have ARAG or MetLife legal insurance through your employer, your plan is likely covered at $0 out-of-pocket. We verify your coverage in writing within 24 hours.

Most clients complete their estate plan in 2–4 weeks. You work at your own pace through the videos and questionnaire, then schedule the attorney meeting when you're ready. Documents are delivered within 5–7 days of the meeting.

Only to sign — and we have a mobile notary option if you prefer. Everything else is video or email. The attorney meeting is a 30-minute Zoom.

We are in-network for ARAG and MetLife Legal Plans. Most plans cover a complete estate plan — trust, will, powers of attorney, and healthcare directive — at $0 out-of-pocket. We also work with LegalShield, Teamsters Legal, Hyatt Legal, and many other providers. We verify your coverage in writing within 24 hours.

10 · Ready when you are

Ready when you are.

If your employer offers ARAG, your plan is already paid for. If not, $1,950 flat — drafted in 2–4 weeks.

No attorney–client relationship is created until an engagement letter is signed.