Peterson Law Group

Legal Professionals Bringing Expertise and Integrity to Our Community

Estate Planning 



Special Needs Trusts

Late in Life Health Care Planning 

Financial Planning 

 Our Typical Will Package Includes: 

  1. Simple Will or Will with Testamentary Trust 
  2. Advanced Directive 
  3. Disposition of Remains 
  4. Nomination of Guardian 
  5. Health Care Power of Attorney
  6. Durable Financial Power of Attorney 

Our Typical Trust Package Includes: 

  1. Revocable Living Trust
  2. Pour-over Will 
  3. Advanced Directive
  4. Disposition of Remains
  5. Nomination of Guardian
  6. Health Care Power of Attorney
  7. Durable Financial Power of Attorney
  8. A Quit Claim Deed to transfer  your primary residence into your trust 

Why Have an Estate Plan? 

  1. Avoiding Conflict
  2. Predictability and alleviating burden of "guessing" for your loved ones 
  3. Deviation from Oregon default divisions giving equal shares to those in the same class- Child with special needs, rewarding caregiver etc.
  4. Caring for a minor child 
  5. Subsequent marriages
  6. Unmarried couples
  7. Control of your legacy after you are gone
  8. Probate avoidance
  9. Tax Savings Provisions


  • WILLS are the oldest and most traditional way to prepare for disposition of your property upon your death is to create a will.  To effectuate the provisions in a will, the will must be properly execute during your lifetime and submitted to probate upon your death.  See the next page for a more thorough discussion of probate. 
    1. There are many types of trusts, however, the most common is a Revocable Living Trust. 
    2. A Revocable Living Trust is a legal document that controls the transfer of any property you have placed in the trust.  When you pass away the beneficiaries you've named receive the trust property. A revocable living trust allows you to do the same basic job as a will but with several significant advantages:
      • Extremely flexible.
      • Not made public on your death. 
      • You retain full control of your property during your lifetime. 
      • You can continue to have your wishes carried out for long after you have passed.  
    1. Right of Survivorship 
    2. Pay on Death or Transfer on Death Designations- Bank and Financial Accounts and Securities 
    3. Life Insurance 
    4. Retirement Accounts with a Designated Beneficiary 
    5. Gifts you Make While You're Alive 

There are a multitude of ways to create an estate plan. Please contact Peterson Law Group so we can craft the solution to best meet your needs. 

2725 N. Kerby Ave., Suite A

Portland, OR 97227  

   Tel: (503) 288-5522

Fax: (503) 282-1911

This site is to provide general information. Peterson Law Group does not represent anyone based on a person's visit to it's website. Communicating with Peterson Law Group through this website and/or using this sit does not create an attorney-client relationship and should not be used as legal advice.  If you need legal advice or have questions, seek professional assistance from a licensed lawyer in your jurisdiction.