Estate Administration

 Losing a loved one is emotionally overwhelming. On top of the grief, there’s the confusion and chaos that often follows. Your relationship with the deceased might have been anything from deeply loving to downright complicated. Then, there’s the dynamic with other family members, which can turn even the closest relatives into sparring partners as old childhood tensions resurface. And, of course, there’s the mountain of responsibilities you suddenly have to tackle—writing an obituary, planning a funeral, sorting through personal belongings, gathering information on assets, paying off debts, and navigating the legal processes. It’s a lot.

We’re here to help. [CLICK HERE] to access a free guide on what to do when a loved one dies in Oregon. It’s a starting point to help you climb that mountain of tasks. Keep in mind, if your loved one left behind assets in their name alone, you’ll probably need to work with a lawyer to get those assets to the rightful heirs. The process can be lengthy, so don’t wait until it’s an emergency—you’ll likely end up paying more and waiting longer.

We offer a complimentary 15-minute phone call to answer your initial questions. If you need more in-depth assistance, you can schedule a session for $495.00, where we’ll review your loved one’s estate planning documents, accounts, and assets. From there, we’ll determine whether Probate, a Simple Estate proceeding, a Trust administration, or a combination of these is necessary, or if assets can be passed on without any of these processes.