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Overview Estate Law

Browse all Oregon attorneys

Revocable Living Trust for Oregon ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Oregon Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Oregon Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Oregon Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Oregon Healthcare Power of AttorneyName someone to make medical decisions if you can't.Oregon HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Oregon Financial Power of AttorneyName someone to manage your finances if you can't.Oregon Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Oregon Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Oregon Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Oregon Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.Oregon Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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I'm planning ahead

Oregon Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Oregon Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Oregon Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Oregon Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Oregon Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Oregon Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Oregon Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Oregon Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Oregon Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Oregon Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Oregon Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Oregon TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Oregon Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Oregon Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Oregon Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Oregon Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Oregon Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Oregon Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Oregon What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

I'm an executor

Oregon Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Oregon Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Oregon Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Oregon Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Oregon Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Oregon Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Oregon Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Oregon Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Oregon Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Oregon Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Oregon Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Oregon Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Oregon Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Oregon Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Oregon Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

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Oregon Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Oregon Residents Oregon Last Will and Testament Oregon Codicil to a Will Oregon Pour-Over Will Oregon Healthcare Power of Attorney Oregon HIPAA Release Oregon Financial Power of Attorney Oregon Transfer on Death Deed Lady Bird Deed Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Petition for Probate and Letters Oregon Notice to Creditors Oregon Renunciation of Executor Living Will Affidavit of Heirship Affidavit of Death Small Estate Affidavit Oregon Estate Inventory Oregon Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

Oregon Estate Planning Cost Calculator Oregon Revocable Living Trust Cost Calculator Oregon Will Cost Calculator Oregon Life Insurance Calculator Oregon Beneficiary Designation Checker Oregon Name a Guardian Guide Oregon Burial & Cremation Law Guide Oregon Signing Requirements Checker Oregon Document Portability Checker Oregon Trust Need Assessment Oregon Avoid Probate Guide Oregon TOD Deed Assessment Oregon Vehicle TOD Assessment Oregon Trust or Will Decision Tool

Someone I love died

Oregon Death Certificate Calculator Oregon Probate Decision Tool Oregon Joint Tenancy Survivorship Guide Oregon Estate Settlement Plan Oregon What to Do When Someone Dies Checklist

I'm an executor

Oregon Probate Cost Calculator Oregon Executor Fee Calculator Oregon Self-File Probate Assessment Oregon Letters Testamentary Guide Oregon Creditor Claims Deadlines Oregon Insolvent Estate Calculator Oregon Unclaimed Property Claim Guide Oregon Personal Property Value Estimator

I'm a trustee

Oregon Trustee Compensation Calculator Oregon Trust Settlement Plan

I'm inheriting

Oregon Who Inherits Calculator Oregon Estate & Inheritance Tax Calculator Oregon Inheritance Tax Guide Oregon Step-Up Basis Calculator Oregon Post-Death Tax Filing Guide

Oregon Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Home→Financial Institutions→Oregon

Estate Planning and Financial Institutions in Oregon

The 27 regional and state-based institutions serving Oregon: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

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Category

All Categories781 Banks261 Brokerages85 Credit Unions175 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

27 institutions serving Oregon

Advantis

Credit Union serving Oregon and Washington

Advantis

Banner Bank

Bank serving the West

Banner Bank

BECU

Credit Union serving the West and Southeast

BECU

BMO

Bank serving the West, Midwest, and more

BMO

Columbia Bank

Bank serving the West and Southwest

Columbia Bank

COUNTRY Financial

Insurance Company serving the Midwest, West, and more

COUNTRY Financial

CSAA Insurance

Insurance Company serving the West, Northeast, and more

CSAA Insurance

D.A. Davidson

Brokerage serving the West, Midwest, and more

D.A. Davidson

First Community CU (OR)

Credit Union serving Oregon

First Community CU (OR)

First Interstate

Bank serving the West and Midwest

First Interstate

First Tech

Credit Union serving the West, Northeast, and more

First Tech

HomeStreet

Bank serving the West

HomeStreet

Idaho Central CU

Credit Union serving the West and Southwest

Idaho Central CU

iQ Credit Union

Credit Union serving Washington and Oregon

iQ Credit Union

KeyBank

Bank serving the West, Northeast, and more

KeyBank

Mariner Finance

Personal Loan Lender serving the Southeast, Northeast, and more

Mariner Finance

Mechanics Bank

Bank serving the West

Mechanics Bank

OCCU

Credit Union serving Oregon and Washington

OCCU

OnPoint Community CU

Credit Union serving Oregon and Washington

OnPoint Community CU

Oregon State CU

Credit Union serving Oregon

Oregon State CU

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Last Will and Testament
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Codicil to a Will
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Transfer on Death Deed
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Living Will
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