Free Oregon forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
In Oregon, a pour-over will is signed before 2ORS 112.235Verified Oct 19, 2026View source witnesses and moves anything left outside the trust into it through probate.
Free calculators and checklists for planning or settling an estate in Oregon: will and trust costs, probate, executor pay, and inheritance taxes.
Settling a trust in Oregon happens outside court: the trustee acts under the state's Uniform Trust CodeORS 130.001 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.
In Oregon, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)ORS 130.635Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
Settling an estate in Oregon: the personal representative files the estate inventory within 90 daysORS 113.165, ORS 113.175Verified Sep 15, 2026View source of appointment; creditors have 4 monthsORS §§ 113.155, 115.003, 115.005, 115.125Verified Oct 19, 2026View source to present claims; a simple estate closes in 4 months to 6 months.
Oregon requires a final state income tax return for the decedent alongside the federal Form 1040ORS 316.037Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
Inherited assets in Oregon take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular rates.
66 trust administration firms in Oregon, by county and firm type.
Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.
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66 firms
FirmPendleton, OR
Grable Hantke Law Group is a Pendleton firm serving Eastern Oregon with estate planning, wills, trusts, and probate, alongside elder law and family law. Attorney Seth Hantke focuses on elder law, including guardianships, conservatorships, and trust and estate matters.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 3 more
FirmPortland, OR
Gevurtz Menashe has been at the forefront of estate planning in the Pacific Northwest for more than four decades, counseling countless clients to ensure their affairs are in order. The firm serves clients in Portland and Vancouver.
PracticesEstate PlanningTrust AdministrationProbateElder Law
FirmThe Dalles, OR
Serves the Mid-Columbia region on both sides of the river from The Dalles, covering Wasco and Hood River counties in Oregon and Klickitat County in Washington. Handles estate planning, probate, elder law, and business and farm succession, including passing down a family farm. The practice traces to 1917.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
FirmMcMinnville, OR
Haugeberg, Rueter, Gowell, Fredricks & Higgins is a McMinnville firm in continuous operation since 1860, serving Yamhill and Polk counties. Practice areas include estate and tax planning, wills and trusts, probate, and trust administration.
PracticesEstate PlanningTrust AdministrationProbateTax PlanningWills
FirmHillsboro, OR
Hillsboro Law Group is a full-service Washington County firm serving Oregon clients since 1973. Estate planning, probate, and trust administration are core practice areas, handled by a multi-attorney team alongside business, real estate, and family law.
PracticesEstate PlanningTrust AdministrationProbateConservatorshipand 4 more
FirmEugene, OR
Hershner Hunter estate planning attorneys in Eugene, Oregon specialize in wills and trusts, probate, and business succession planning for individuals and families throughout the Willamette Valley. The firm has served the region for over 75 years.
PracticesEstate PlanningTrust AdministrationProbateBusiness Succession
FirmFlorence, OR
Serves Florence and the central Oregon coast, in Lane County. Laurel Ferguson handles estate settlement, trust administration, and estate planning, including review of existing documents, property disposition, tax questions, and long-term care and Medicaid planning. She has owned the firm since 2020; founder Jane Hanawalt retired at the end of 2025. Complimentary initial consultation.
PracticesEstate PlanningTrust AdministrationProbateWills
FirmBend, OR
Serves Bend, Redmond, La Pine, and the rest of Deschutes County from Bend. Handles wills and trusts, probate, trust administration, and estate and gift tax, plus elder law including VA long-term care planning, guardianships, and conservatorships. Practicing in Central Oregon since 1995.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
FirmHood River, OR
Jaques Sharp provides legal services in Hood River, Oregon, including estate planning, probate and trust administration, real estate, and business law. The firm serves clients in the Columbia River Gorge region. Se habla espanol.
PracticesEstate PlanningTrust AdministrationProbateBusiness LawReal Estate
Solo PracticeTigard, OR
Kirkendall Law, LLC is the Tigard solo practice of attorney Valerie Ingram Kirkendall, who holds a certificate of mastery in Taxation and has over 20 years of Oregon practice. The firm focuses on estate planning, wills, trusts, probate administration, guardianships, and conservatorships.
PracticesEstate PlanningTrust AdministrationProbateConservatorshipand 2 more
FirmPortland, OR
Kell, Alterman & Runstein has provided personalized and effective trust and estate counsel to a diverse clientele in Portland, Oregon, and nationally for more than 80 years.
PracticesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation
FirmSpringfield, OR
Leahy Cox, LLP is a Springfield firm serving Lane County with estate planning, including wills, trusts, powers of attorney, and advance directives, plus probate and trust administration. The firm maintains a secondary Portland office.
PracticesEstate PlanningTrust AdministrationProbateWills
FirmPortland, OR
Portland office of a national firm, serving Multnomah County and the Portland metro since Lane Powell combined with Ballard Spahr in January 2025. The Private Client Services team handles estate and trust administration, fiduciary accounting, estate and gift tax planning, family business governance, and related disputes. Suited to high-net-worth estates and closely held business interests.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more
FirmLebanon, OR
Morley Thomas Law Firm has served Linn County for over 75 years from its Lebanon office, also acting as city attorney for Lebanon and Scio. Practice areas include wills, trusts, probate, estate planning, real estate, and business law.
PracticesEstate PlanningTrust AdministrationProbateBusiness Lawand 2 more
FirmBend, OR
Serves Deschutes County from Bend. Structures revocable and irrevocable trusts, partnerships, LLCs, and charitable entities for estate tax planning and probate avoidance, and handles probate, blended-family planning, business succession, and digital-asset planning.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more
FirmPortland, OR
Myatt & Bell, P.C. has an estate planning legacy dating back to 1960 and has drafted thousands of wills and trusts. The firm practices estate planning, probate, trust administration, and elder law with offices in the Portland metro area and Vancouver, Washington.
PracticesEstate PlanningTrust AdministrationProbateElder LawMedicaid Planning
FirmPortland, OR
Serves Multnomah, Clackamas, and Washington counties from Southwest Portland. Handles wills and trusts, probate and trust administration, elder law, and Medicaid and long-term care planning, including planning for a family member already in care. Practicing over 35 years.
PracticesEstate PlanningTrust AdministrationProbateElder LawMedicaid Planning
FirmNewport, OR
Newport Law provides thoughtful and dependable legal services for individuals and families on the Oregon Coast. The firm focuses on guiding clients through estate planning, estate administration, family law, and landlord-tenant matters with skill and sensitivity.
PracticesEstate PlanningTrust AdministrationProbateFamily Law
FirmEugene, OR
Northwest Legal's Eugene estate planning law firm helps clients with wills, trusts, asset protection, probate, and estate disputes throughout the Willamette Valley.
PracticesEstate PlanningTrust AdministrationProbateAsset ProtectionEstate Disputes
FirmThe Dalles, OR
NW Heritage Law PC (formerly Campbell Phillips PC) is a specialized law firm in The Dalles serving clients throughout the Columbia River Gorge in Oregon and Washington. The firm focuses on estate planning, Medicaid planning, probate and trust administration, elder law, and family asset preservation.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more