Learn before you plan
Free guides, checklists, and videos. We believe educated clients make better estate planning decisions — and ask better questions at their attorney meeting.
Two checklists to get you ready
The five-people checklist and the pre-meeting asset checklist — the two things most clients wish they had before starting.
Oregon Probate: What It Costs and How to Avoid It
A plain-language breakdown of the Oregon probate process, average timelines, and why a revocable trust sidesteps it entirely.
The Five People You Need to Name in Your Estate Plan
Trustee, successor trustee, executor, POA agent, healthcare agent. Who each role is, what they do, and how to choose.
Trust vs. Will: Which One Do You Actually Need?
A 14-minute video explaining the structural difference between a trust and a will, and which situations call for each.
Legal Insurance: What Your Benefit Actually Covers
What estate planning services legal insurance covers, how network attorneys work, and the exact steps to use your benefit.
Estate Plan Preparation Checklist
Everything you need to gather before your attorney meeting. Asset list, family info, key decisions. No surprises at the table.
What Happens to Your Assets When You Die Without a Plan
Oregon intestate succession explained. A frank look at what the state decides — and why most people are unhappy with the default.
Education videos included with every plan
Clients who start their plan also get access to our full video library — 12+ videos covering every document in detail. The public resources above are a sample.
Start your estate plan
Get started and we will help you verify any legal insurance coverage. Most clients complete the plan in under four weeks.
No attorney–client relationship is created until an engagement letter is signed.