Revocable Trust Packages
A revocable living trust (RLT) is a flexible estate planning tool that holds your assets during life—allowing you full control—and seamlessly transfers them to beneficiaries upon death, avoiding the public probate process entirely. It’s ideal for individuals or couples with real estate, higher-value estates, or privacy concerns who want efficiency, control, and reduced court involvement compared to a traditional will.
All Revocable Trust Packages Include...
An Initial Meeting
In the initial meeting, we’ll review your family situation, assets, and goals through a focused 60-90 minute consultation (often virtual or in-office), gather details for customizing documents, and provide a clear flat-fee quote based on your needs. You’ll leave with a roadmap and next steps, ensuring the process feels straightforward and tailored from day one.
Draft Documents & Revisions
After our initial meeting, I will draft your documents and we will make any necessary revisions together. During this process I will ensure that you fully understand your documents and that all your questions are answered.
ALL PACKAGES INCLUDE:
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Revocable Living Trust
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Pour-over Will
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Certification of Trust
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Deeds & documents necessary to transfer assets to your trust
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Durable Power of Attorney
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Oregon Advance Directive
A Final Singing Meeting
Once we have revised your documents and all questions are answered, we will schedule a final appointment to execute your documents.
Revocable Trust Package Options
1
Revocable Trust For Individual
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$2,000
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2
Couple - Joint Trust
$2,500
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​​In Oregon, a single joint revocable living trust makes sense for most married couples who share most assets (like a primary home, joint bank accounts, and investments), have a first marriage with aligned goals for beneficiaries, and want streamlined administration with lower setup costs and paperwork—avoiding the need to split and title assets separately into two individual trusts.
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3
Couple - Separate Trusts
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$3,000
​Two separate revocable trusts are ideal if you have significant separate property (e.g., from before marriage or inheritance), children from prior relationships needing protected shares, unequal asset values, or divorce concerns, as this preserves individual control and creditor protections while still avoiding probate.