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
Solo PracticeBrookings, OR
K. R. Olin is a Brookings solo practitioner serving Curry County on the southern Oregon coast, in private practice since 1997. Services include revocable and irrevocable trusts, wills, durable powers of attorney, advance directives, probate, and trust administration.
PracticesEstate PlanningTrust AdministrationProbateWills
FirmWest Linn, OR
Serves Clackamas County and the Portland metro from West Linn. Handles wills and trusts, probate, and trust administration, with three attorneys working exclusively in that area. The practice has run more than 50 years.
PracticesEstate PlanningTrust AdministrationProbateWills
FirmKlamath Falls, OR
Serves Klamath, Jackson, Lake, Josephine, Curry, Coos, and Douglas counties from Klamath Falls, with virtual appointments for the outlying counties. Handles wills and trusts, probate, and deed preparation, alongside a consumer bankruptcy practice that matters when an estate carries more debt than assets. Free initial consultation for estate planning matters.
PracticesEstate PlanningTrust AdministrationProbateWills
Solo PracticeSilverton, OR
Patrick E. Doyle, PC is a solo practice serving Silverton and the Willamette Valley for over 20 years, with a second office in Salem. Practice areas include estate planning, probate, trust administration, guardianships and conservatorships, real estate, and business succession.
PracticesEstate PlanningTrust AdministrationProbateConservatorshipand 3 more
Solo PracticeKlamath Falls, OR
The Law Office of Rebecca Whitney-Smith is a Klamath Falls solo practice handling wills, trusts, probate, and small estates, building estate plans tailored to each family. The firm also handles personal injury and family law matters.
PracticesEstate PlanningTrust AdministrationProbateWills
FirmRoseburg, OR
Rubin & Wickersham, Attorneys at Law PC practices family law, estate planning, and property litigation in Roseburg, Oregon. Founded in 2003, the firm serves Douglas County residents with trust and estate planning, real estate transactions, and business organization matters.
PracticesEstate PlanningTrust AdministrationProbateBusiness Lawand 2 more
FirmSeaside, OR
Seaside Attorneys (formerly Moberg & Rust) is a general-practice firm serving the north Oregon Coast since 1974. Practice areas include estate planning, wills and trusts, probate and trust administration, elder law, real estate, and business law.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 3 more
Solo PracticeRoseburg, OR
Sarah Wolf specializes exclusively in estate planning and administration in Roseburg, Oregon. With over 20 years of legal experience, including prior work as a Deputy District Attorney, she has handled thousands of estate planning cases. The firm offers home visits for clients who have difficulty traveling to the office.
PracticesEstate PlanningTrust AdministrationProbateConservatorshipand 2 more
FirmEugene, OR
Schultz & Associates Law Center assists clients in all areas of estate and legal planning, including Medicaid planning and probate administration in Eugene, Oregon.
PracticesEstate PlanningTrust AdministrationProbateMedicaid Planning
Solo PracticePortland, OR
Serves Washington and Multnomah counties from Southwest Portland. Handles trust formation, probate, beneficiary representation, charitable giving, and special needs trusts, with tax-driven planning for estates where transfer tax is in play. Founded 2013.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more
FirmPortland, OR
Portland-based Pacific Northwest firm serving Multnomah County and clients across Oregon and Washington. Its tax and estate planning group handles wills, revocable living trusts, powers of attorney, advance directives, trust administration, and business succession for owners of closely held companies.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more
FirmSalem, OR
Serves Marion and Polk counties from downtown Salem, near the Marion County Circuit Court. Handles estate planning, probate, trust and estate administration, guardianships and conservatorships, and estate tax planning.
PracticesEstate PlanningTrust AdministrationProbateWealth Preservation
FirmGrants Pass, OR
Sorenson, Ransom & Ferguson is a civil law firm in Grants Pass whose four attorneys routinely assist clients with estate planning, probate and trust administration, elder law, guardianships and conservatorships, and other general civil legal matters throughout Southern Oregon.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
FirmMedford, OR
Stark and Hammack, PC has served Southern Oregon since 1970 from its Medford office, focusing on estate planning, wills, trusts, guardianships, and conservatorships alongside real estate and general business law. Three-attorney practice with deep roots in the Rogue Valley.
PracticesEstate PlanningTrust AdministrationProbateConservatorshipand 4 more
FirmPortland, OR
Southwest Portland Law Group provides estate planning, probate, civil litigation, and other legal services with highly skilled attorneys delivering services in wills, trusts, and probate matters.
PracticesEstate PlanningTrust AdministrationProbateCivil Litigation
FirmRedmond, OR
The Law Offices of Bryant Emerson is a Redmond firm tracing its roots to 1905, serving Central Oregon with trusts and estate planning, probate, real estate, family law, and corporate law.
PracticesEstate PlanningTrust AdministrationProbateBusiness Lawand 2 more
Solo PracticeMedford, OR
Serves Jackson and Josephine counties from Medford. Builds and funds revocable living trusts to keep an estate out of probate, and handles trust administration after a death, along with planning for incapacity during life.
PracticesEstate PlanningTrust AdministrationProbateBusiness Formation
Solo PracticeEugene, OR
Tom Hoyt practices from Eugene, serving Lane County families through the Lane County Circuit Court. Handles wills and trusts, probate and estate administration, and contested estate matters, alongside business and real estate work. The firm keeps no website; reach it by phone.
PracticesEstate PlanningTrust AdministrationProbateEstate Disputes
FirmPortland, OR
Tonkon Torp LLP is a 90+ lawyer Portland firm providing personalized assistance with estate and business succession planning, including all aspects of wills, trusts, probate, and gift/estate tax planning. The estate planning attorneys develop flexible and personalized plans to minimize taxes on wealth transfer.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more
Solo PracticeBend, OR
The Law Office of Paul Heatherman PC is the solo practice of attorney Paul Heatherman, focused on estate planning, real estate, and business law for Bend-area clients. Since 1995, Paul Heatherman has helped Central Oregon families implement effective estate plans including trusts, wills, financial powers of attorney, medical directives, and transfer-on-death deeds.
PracticesEstate PlanningTrust Administration