Resources
As a service to our clients, we feel it is advantageous to both parties, to make some of our forms and information sheets available prior to an office appointment. That gives you the opportunity to know what information we request, as well as allowing you to complete any necessary forms at your convenience.
Client Information Form:
This is our basic form that enables us to open your file. To open a copy of this form CLICK HERE. (PDF format)
Information for the Personal Representative:
We hope that this information will help to explain some of the requirements, value, and steps in administering a probate estate and that it will answer some of your questions about your duties as personal representative. To open a copy CLICK HERE. (PDF format)
Small Estates:
In order to save time and money, Oregon has an affidavit procedure for small estates to take the place of probate. To read more about this procedure CLICK HERE. (PDF format)
Estate Planning Questionnaire:
To use our time together more effeciently, this form requires advance preparation on your part. Please bring documentation (i.e. bank statements, brokerage statements, vehicle titles, real property deeds and the like) to support each asset noted on the schedule (pages 3-5) To open a copy of this form CLICK HERE. (PDF format)
Health Care Decisions:
You have the right to control your health care decisions. But if at some time in the future you are unable to express those wishes, there are forms available called Advance Directives. We are happy to provide you with a pamphlet explaining this process as well as the forms that can then be brought to our office, signed and witnessed -WITHOUT CHARGE- Just call for an appointment (503) 357-3191. If you are interested is reading this legal form, CLICK HERE. (PDF format)
The Oregon State Bar:
The Oregon State Bar (OSB) was established in 1935 by the Oregon Legislative Assembly to license and discipline lawyers, regulate the practice of law, and provide a variety of services to bar members and the public. To find out more about the services that the association provides to the pubic, CLICK HERE. (New Window)