Trust and estate planning is the process of arranging the management and distribution of your assets to ensure that your wishes are fulfilled after your passing.

It involves creating legal documents such as wills, trusts, and powers of attorney to address how your property and financial matters will be handled. Effective planning helps minimize taxes, avoid probate, and provide clear instructions for the care of your dependents.

By organizing these aspects in advance, trust and estate planning provides peace of mind, protects your legacy, and ensures that your assets are distributed according to your desires.

Trust administration is the process of managing and executing the terms of a trust (usually after one's passing). This involves overseeing the trust's assets, ensuring they are properly managed and distributed according to the trust document's instructions.

Duties include diligent record keeping, paying any outstanding debts or taxes, handling investments, preparing reports, and making distributions to beneficiaries.

Trust administration services ensures that the trust is executed in compliance with legal requirements and the grantor's wishes, providing a structured approach to managing the trust's affairs and safeguarding the interests of all parties involved.

Preparation of Estate Tax Returns (federal, Oregon, and Washington). Known as Form 706, the form is used to report the value of an estate and calculate any estate taxes owed to the required tax agencies.

This form is filed by the executor of an estate when the decedent’s gross estate exceeds the state and federal estate tax exemption thresholds. It includes detailed information about the decedent’s assets, liabilities, and deductions, and is used to determine the amount of estate tax liability, if any.

Filing ensures compliance with state and federal tax laws and facilitates the accurate assessment and payment of estate taxes.