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Estate Planning Attorney

West Linn Attorney Rhett Bernstein serves clients throughout Clackamas County and all of Oregon.

Estate planning is one of the most important steps any person can take. Planning for your estate will ensure that your final property and health-care wishes are honored, and that loved ones are provided for in your absence. Though often overlooked or put off in favor of more immediate concerns, a comprehensive estate plan can resolve a number of legal questions that arise whenever anyone dies: What is the state of the decedent’s financial affairs? What personal and real property do they own? Who gets what? Does a personal guardian need to be appointed to care for minor children? How much tax will need to be paid in order to transfer property ownership? What funeral arrangements are appropriate?

What is an “Estate”?

Your “estate” consists of all property owned by you at the time of your death, including bank accounts, stocks, bonds, securities, life-insurance policies, real estate and personal property, such as jewelry, automobiles and artwork.

How Can an Estate Plan Help?

Regardless of your age, or the size and complexity of your estate, an estate plan is important for everyone. An estate plan can help you appoint family members and other loved-ones to receive your property after your death. It will also ensure that your property will be transferred as quickly and easily as possible, and minimize the amount of taxes that will need to be paid. In certain circumstances, an estate plan can avoid the time and costs associated with the probate process with devices like a revocable living trust. Other estate-planning documents can dictate the kinds of life-prolonging medical care you wish to receive, should you be incapable to make your wishes known by using a Health Care Power of Attorney or Living Will.

Finding the right options for you can be a complex undertaking. We can help you identify your estate-planning needs, recognize potential issues, and find the best solutions. We strive to know each of our clients on a personal level.

We specialize in the following areas of law:

The best legal advice and services come from an attorney who understands your short-term and long-term goals. Therefore, we take the time to listen and provide legal solutions based on your unique circumstances.