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TOP 30 Estate and legacy planning in Portland, OR
17 results found
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Legacy Preservation Law
Legacy Preservation Law is a reputable law firm located in Portland, Oregon, United States. Specializing in estate planning and probate law, our experienced lawyers are dedicated to helping individuals protect and preserve their legacies for future generations. Whether you need assistance with drafting a will, creating a trust, or navigating the probate process, our team is here to provide expert legal guidance and support. Visit us at 4915 Northeast 42nd Avenue to learn more about how Legacy Preservation Law can help you secure your family's future.
NW Legacy Law, P.S.
NW Legacy Law, P.S. is a reputable law firm located in Portland, Oregon. Specializing in estate planning, probate, and elder law, our experienced team of lawyers is dedicated to providing personalized legal services to help clients protect their assets and ensure their wishes are carried out. Located at 650 Northeast Holladay Street, NW Legacy Law, P.S. is committed to helping individuals and families navigate complex legal matters with compassion and expertise. Contact us today to schedule a consultation and secure your legacy for future generations.
Brooks Estate Law
Brooks Estate Law is a reputable law firm located at 9755 Southwest Barnes Road in Portland, Oregon. Specializing in estate planning and probate law, our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of wills, trusts, and estate administration. With a commitment to providing personalized and compassionate legal services, Brooks Estate Law strives to ensure that our clients' final wishes are carried out smoothly and efficiently. Contact us today to schedule a consultation and protect your legacy for future generations.
Cordant Wealth Partners
Cordant Wealth Partners is a finance institution located in the heart of Portland, Oregon. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual. With a focus on transparency, integrity, and client satisfaction, Cordant Wealth Partners is committed to providing top-notch financial guidance to our clients. Visit us at 1211 Southwest 5th Avenue to learn more about how we can help you secure your financial future.
Myatt & Bell, P.C.
Myatt & Bell, P.C. is a trusted law firm located at 7650 Southwest Beveland Street in Portland, Oregon. Specializing in estate planning and probate services, our team is dedicated to customizing solutions that meet the unique needs of each family we serve. With a legacy dating back to 1960, we have extensive experience in drafting wills and trusts for multi-generational clients, businesses, and estates. Our mission is to build, strengthen, preserve, and protect families across generations. We understand the importance of planning for the future and navigating difficult transitions with compassion and expertise. Our diverse team of legal professionals is committed to providing high-quality services and support to our clients.
Pariani, Pray, & Villella
Pariani, Pray, & Villella is an institution located in Tigard, Oregon, providing accounting, finance, and legal services. Specializing in values-based estate planning, the firm aims to create plans that reflect clients' wishes, values, and goals. With a client-centered approach to estate administration, the attorneys offer clear instruction and communication during the probate or trust administration process. Kimberly Pray continues the firm's legacy with the help of exceptional support staff, ensuring clients receive the care and attention they deserve. Serving the Portland metro area, the institution is conveniently located in the King City Professional Center, offering free parking and easy access.
Montalban Trina
Montalban Trina is a full service estate planning firm located at 4664 Southeast King Road in Portland, Oregon. Specializing in estate planning, estate administration, and various legal services related to trusts, guardianships, and elder law, Attorney Trina Montalban works closely with clients of all ages to protect their assets and establish legacies for their families. Whether you are planning your own estate or dealing with a loved one's incapacity or estate administration, Montalban Trina will provide support and guidance through the complexities of Oregon law.
Colin P. Mackenzie, Attorney at Law
Colin P. Mackenzie, Attorney at Law, located at 4511 Southeast 63rd Avenue in Portland, Oregon, is dedicated to helping clients with estate planning, business law, and probate matters. With a focus on preserving assets, creating legacies, and making important health care decisions, Mr. Mackenzie works closely with clients of all ages to develop personalized plans that meet their specific needs. From basic wills to advanced estate and tax trust planning, he provides a holistic approach to address each client's financial, family, and philanthropic goals. In times of loss, Mr. Mackenzie assists personal representatives with navigating the probate process, ensuring that assets are properly administered and distributed. For those with trusts in place, he offers guidance on trust administration to fulfill the wishes of the trust creator. Additionally, Mr. Mackenzie provides counsel on business matters, helping clients make informed decisions that impact tax liability, personal liability, and business management.
Law Office of Sara K. Yen, PC
The Law Office of Sara K. Yen, PC, located at 5200 Meadows Road in Lake Oswego, Oregon, is your go-to destination for all your legal needs. Sara Yen, a skilled attorney with a Master of Laws (LL.M.) in Taxation from the University of Washington School of Law, is ready to guide you through the complexities of estate planning, probate and trust administration, special needs planning, guardianship, and conservatorship. With a Juris Doctor (J.D.) from Boston College Law School and a Bachelor’s Degree in French from Portland State University, Sara is well-equipped to help you secure your future legacy. Embark on a journey with Sara as your trusted mentor, crafting the perfect legal strategy tailored to your financial goals. Sara believes in making the legal process relatable and easy to understand, empowering you to make informed decisions like a pro. Whether you need assistance with estate planning or special needs planning, Sara is here to help you conquer the legal landscape and secure a legacy fit for a hero.
Oregon Legal Wills
Oregon Legal Wills is a trusted institution located at 3545 Portland Road Northeast in Salem, Oregon, United States. We specialize in providing expert legal guidance and assistance in creating wills and estate planning documents. Our experienced team of professionals is dedicated to helping clients navigate the complexities of estate planning in order to ensure their wishes are carried out effectively. With a focus on personalized service and attention to detail, Oregon Legal Wills is committed to helping individuals and families protect their assets and secure their legacies for future generations. Contact us today to learn more about our services and how we can assist you with your estate planning needs.
Law Office of Elizabeth M. Jessop
The Law Office of Elizabeth M. Jessop is a trusted institution located at 205 Southeast Spokane Street in Portland, Oregon. Specializing in estate planning, Elizabeth M. Jessop and her team are dedicated to helping clients navigate the process of creating wills, trusts, and estate plans. They understand that these decisions can be overwhelming, but offer expert guidance to ensure that your loved ones and assets are protected in the future. If you already have a will or estate plan, the team at the Law Office of Elizabeth M. Jessop can assist with updates and revisions to accommodate any changes in circumstances. Don't wait to secure your legacy - contact them today for personalized and professional legal services.
Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16037 Southwest Upper Boones Ferry Road, Portland, Oregon, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution aims to provide comprehensive financial planning and wealth management services to individuals and businesses, with a focus on ethical and professional standards. Erin Dwyer is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and integrity.
Raymond James Financial Services
Raymond James Financial Services is a prominent finance institution located at 5440 Southwest Westgate Drive in Portland, Oregon, United States. With a strong reputation in the industry, Raymond James offers a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.
Pave Advisory Team - Ameriprise Financial Services, LLC
Pave Advisory Team - Ameriprise Financial Services, LLC is a finance institution located at 600 Northwest Naito Parkway in Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts from any device securely. The institution provides a complimentary initial consultation to get started. They offer seminars on various financial topics and are named one of the Most Trusted Wealth Management Companies. Ameriprise Financial advisors are registered in certain U.S. states. The institution emphasizes one-to-one financial advice and exceptional client service. They cannot guarantee future financial results. Users agree to the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the team will reach out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Us Trust
US Trust is a financial institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. As an ATM, bank, and finance institution, we offer a wide range of services to help you achieve your financial goals. From sophisticated business and wealth strategies to philanthropic initiatives, we are here to help transform your world. Our team of professionals provides world-class expertise and personalized plans tailored to your needs. Backed by Bank of America Private Bank, one of the world's most powerful financial institutions, we offer resources and digital access from banking to CIO insights. Whether you are looking to share your wealth with future generations, protect your legacy, or navigate the art world, our customized solutions can help you prepare for what's next.
Lang Wealth Management - UBS Financial Services Inc.
Lang Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 805 Southwest Broadway in the vibrant city of Portland, Oregon, United States. With a team of experienced financial advisors and wealth management experts, Lang Wealth Management offers a range of services to help clients achieve their financial goals. From investment planning to retirement strategies, the institution provides personalized solutions tailored to each client's unique needs. With a commitment to transparency and integrity, Lang Wealth Management - UBS Financial Services Inc. is dedicated to helping individuals and families build and protect their wealth for the long term.
SLD Financial Inc
SLD Financial Inc is a reputable accounting and finance institution located at 10215 Southwest Park Way in Portland, Oregon, United States. With a team of experienced professionals, SLD Financial Inc offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual seeking personal financial advice or a business looking for expert accounting services, SLD Financial Inc is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with all your financial needs.
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