What Most Oregonians Don't Know
Did You Know Oregon Taxes Estates Starting at Just $1 Million?
The federal estate tax exemption is $13.6 million — so most people assume they're fine. But Oregon's threshold is only $1 million, and that catches more families than you'd think.
$1M
You Might Already Be Over the Line
Oregon starts taxing estates at just $1 million — and that includes your home, retirement accounts, and life insurance. If you own property in Portland, Salem, Bend, or Eugene, there's a real chance your estate already crosses that threshold. Most people have no idea until it's too late.
$100K+
What Couples Can Save With the Right Plan
With proper planning, married couples can often shelter significantly more from Oregon estate taxes — potentially saving $100,000 or more that would otherwise go straight to the state. It's one of the most impactful things you can do for your family, and it's completely legal.
Most
People Don't Find Out Until It's Too Late
Here's the hard truth: most Oregon families don't learn about the $1 million threshold until they're settling an estate and the tax bill arrives. By then, the planning window has closed. The good news is that if you're reading this now, you still have time to act.
Why Oregon Wills and Trust Planning
This isn't just about documents.
It's about your family's future.
Estate planning is one of the most personal decisions a family makes. At Oregon Wills and Trust Planning, we don't hand you a template and send you on your way. We listen — to your story, your concerns, and your vision for the people you love most.
Our attorneys have deep roots in Oregon law and have helped hundreds of families across Portland, Eugene, Salem, and beyond create plans that hold up when it matters. Whether you're a young couple starting out or a retiree with a complex estate, we bring the same level of care to every client.
Your assets, your healthcare wishes, your legacy — we protect all of it with precision and compassion.
Is This Right for You?
We're a Great Fit If…
This is a good fit if you:
- Own a home or have accumulated assets
- Want to avoid unnecessary court involvement and complexity
- Want to protect your family and keep more of what you've built
This may not be a good fit if you:
- Are looking for the lowest-cost option
- Prefer DIY documents
How It Works
Estate Planning,
Simplified.
Three steps between you and the peace of mind that comes from knowing your family is protected.
Schedule your consultation
Book a time that works for you and meet directly with an experienced attorney. We'll take the time to understand your family, your goals, and what you need to feel secure about the future.
Design your plan
Together we craft a plan tailored specifically to your family, your assets, and your goals — thoughtfully structured to avoid probate, minimize Oregon estate taxes, and protect what you've built.
Review your plan together
Review your plan together, have everything clearly explained, ask questions, and walk away secure in the knowledge that you have provided protection for the people who matter most.
Transparent Pricing
Flat Fees. No Surprises.
Most clients invest between $2,200–$4,500, with more advanced planning available for higher-net-worth or more complex situations.
Every engagement begins with a $250 consultation with an attorney. This fee is credited toward whichever plan you choose.
Our Services
How We Can
Help You
From simple wills to complex multi-generational trusts, we handle every facet of estate planning under one roof.
Wills & Trusts
Comprehensive will and trust documents tailored to your family's unique needs.
Learn MorePower of Attorney
Financial and healthcare directives ensuring your wishes are honored.
Learn MoreEstate Administration
Guiding your family through probate and estate settlement with clarity.
Learn MoreAsset Protection
Strategic planning to shield your assets from creditors and legal exposure.
Learn MoreHealthcare Directives
Living wills and advance directives that speak for you when you cannot.
Learn MoreBusiness Succession
Smooth transition planning for family businesses across generations.
Learn MoreClient Stories
What Our Clients Say
“Oregon Wills and Trust Planning took the time to truly understand our family's situation. We walked out with a complete estate plan that gave us more peace of mind than we've ever had. I can't recommend them highly enough.”
Not Ready to Book Yet?
Tell Us About Your Situation
A short, simple form so we can get to know you. We'll review your information and follow up within one business day — no pressure, no commitment.
Take the First Step
Book Your $250 Consultation.
A $250 consultation where you will meet directly with an experienced attorney who will take the time to understand your family, your goals, and help you create a plan tailored specifically to your situation.