Two plans. One of them fits you.
The menu is narrow on purpose. If your situation needs something exotic — split-dollar life insurance trusts, QPRTs, out-of-state property planning — we'll tell you in the meeting and refer you to someone who specializes.
Will-Based Plan
For individuals or couples who don't need a trust. Last will, incapacity docs, and healthcare directives. Probate still applies — go in eyes open.
- Last Will & Testament
- Durable Power of Attorney
- Healthcare Directive
- HIPAA Authorization
- 30-min attorney meeting
Final fee set in the engagement letter. No attorney–client relationship until signed.
Trust-Based Plan
The complete trust package built for your situation. Revocable living trust, pour-over will, all incapacity docs, and trust funding instructions.
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Healthcare Directive
- HIPAA Authorization
- Funding Documents
- 30-min attorney meeting
Final fee set in the engagement letter. No attorney–client relationship until signed.
Both plans may be covered by employer legal insurance (ARAG, MetLife, and similar networks) at $0 out-of-pocket — subject to verification of your specific plan.
For situations that need more
These are not upsells — they cover real edge cases. If your situation is straightforward, you will not need any of them.
Deed Transfer
We prepare and record a deed to transfer your real property into the trust. Required for the trust to actually work.
Additional Beneficiary Review
Complex family situations — blended families, minors with special needs, estranged heirs — get a separate strategy session.
UTMA / Minor's Trust
Structured sub-trust to hold assets for a minor child until a specified age rather than a lump-sum at 18.
Business Succession Addendum
Integration of a small business interest, LLC membership, or sole proprietorship into the estate plan.
Us vs. the alternatives
| DIY (LegalZoom) | Traditional Attorney | Express Estate Planning | |
|---|---|---|---|
| Your time investment | High — no guidance | Low — they bill to collect info | Moderate — structured, ~4–6 hrs |
| Out-of-pocket (with legal insurance) | $89–$350 | $3,500–$7,500+ | $0 — covered by your benefit |
| Out-of-pocket (without insurance) | $89–$350 | $3,500–$7,500+ | $950–$1,950 flat fee |
| Billing model | Subscription | Hourly, often padded | Flat · no hourly clock |
| Specific to your situation | Generic templates | Yes | Yes |
| Attorney judgment on your assets | None | Yes | Yes · 30-min meeting |
| Disclaimer trust provision | No | Extra fee | Included |
| Time to signed documents | 1–4 weeks | 6–16 weeks | 2–4 weeks |
Industry pricing references are from public sources (LegalZoom, Trust & Will published pricing; OSB Economic Survey). "With legal insurance" refers to ARAG, MetLife Legal Plans, and similar employer-sponsored benefits — coverage varies by plan.
What we do — and what we don't
Estate planning is specific. We are licensed Oregon attorneys drafting estate documents. We are not financial advisors, tax accountants, or Medicaid planners.
Included in every plan
- Licensed Oregon estate planning attorney
- 30-minute strategy meeting
- All document drafting and formatting
- Signing coordination
- Funded trust letter to your title company
Not included
- Financial or tax advice
- Deed recording fees (government fee, not ours)
- Investment account beneficiary designations
- Irrevocable trusts
- Business succession planning
- Ongoing financial advisory
- Out-of-state real estate transfers
- Customizations
Plan questions
Start by checking your coverage.
If your employer offers legal benefits through ARAG, MetLife, or another provider, the full plan may be covered. Verification takes about two minutes and doesn't commit you to anything.
No attorney–client relationship is created until an engagement letter is signed.