Oregon estate planning

Build Your Oregon Estate Plan with FREE State Forms

The Beaver State

Discover Oregon estate planning resources including FREE Last Will and Testament, Pour-Over Will, Healthcare Proxy, and Financial Power of Attorney forms with Oregon-specific requirements.

What Makes Oregon Different

Like all states, Oregon recognizes formally executed wills and living trusts as valid estate planning tools. A standard will here requires 2 adult witnesses, and adding a notarized self-proving affidavit can streamline the probate process later.

If you die without a will in Oregon, your heirs must survive you by at least 5 days to inherit anything. This "survival period" exists to prevent property from passing through multiple estates in quick succession when family members die close together in time, such as in an accident.

Smaller estates can use a simplified transfer process that avoids full probate—up to $75,000 for personal property or $200,000 for real property.

Oregon Estate Planning Resources

Free estate planning forms, calculators, and checklists for Oregon. No account required.

Oregon Last Will and Testament

Create a free, state-specific will with Oregon's witness and notarization requirements included.

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Oregon Pour-Over Will

Transfer assets to your existing trust. Oregon's execution requirements included.

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Oregon Healthcare Power of Attorney

Designate someone to make medical decisions on your behalf. Oregon's requirements included.

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Oregon Financial Power of Attorney

Designate someone to manage your financial affairs. Oregon's requirements included.

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How Much Does Probate Cost in Oregon?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.

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How Much Can an Executor Charge in Oregon?

Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.

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What's Fair Trustee Compensation in Oregon?

Find out what's fair compensation for serving as trustee. Compare family, professional, and corporate trustee rates based on your situation.

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Who Inherits in Oregon?

Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.

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How Many Death Certificates Do I Need in Oregon?

Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.

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How Much Are Estate & Inheritance Taxes in Oregon?

Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.

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Do I Need Probate in Oregon?

Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.

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How Do I Settle an Estate in Oregon?

Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.

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What Are My Duties as Trustee in Oregon?

Step-by-step guide for successor trustees administering a trust. Understand your duties, notification deadlines, and asset management responsibilities.

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What Are My Duties as Executor in Oregon?

Complete guide for executors and personal representatives navigating probate. Court filings, creditor claims, and distribution timelines.

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What Does a Revocable Living Trust Cost in Oregon?

Compare the cost of creating a revocable living trust. See how SimplyTrust, Trust & Will, LegalZoom, and attorneys compare over 5 years including life events.

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What Does a Will Cost in Oregon?

Compare the cost of creating a will. See document costs plus probate fees your heirs will pay. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys.

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How Much Life Insurance Do I Need in Oregon?

Calculate how much life insurance coverage you need. Accounts for income replacement, debt payoff, college funding, and state-specific factors like cost of living and estate taxes.

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What Should I Expect When Inheriting in Oregon?

Find out what to expect when inheriting money, property, or other assets. See timeline estimates, inheritance tax implications, and understand what the executor or trustee is handling behind the scenes.

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Does Oregon have an inheritance tax?

Oregon does not have an inheritance tax, but it does have an estate transfer tax that applies to estates over $1 million. This tax is separate from federal estate taxes and has its own rates and exemptions. Understanding Oregon's specific tax structure can help families plan more effectively for their estate's future transfer.