Protect Your Legacy —
Estate Planning Made Simple
67% of Americans have no will. Without one, your family faces months of court battles, thousands in legal fees, and no say over who cares for your children. Legacy Wealth Services partners with Trust & Will — attorney-built, state-specific documents at a fraction of the cost of a traditional attorney.
Without a Plan, the State Decides for You
Dying without a will — called "dying intestate" — means the court controls who gets your assets, who raises your children, and who manages your affairs. That process can take years and cost your family tens of thousands of dollars.
Who Raises Your Children?
Without a guardian designation, a judge who doesn't know your family decides. A will names exactly who you trust.
Who Gets Your Home?
Without a trust, your home goes through probate — a public, costly legal process that can take 12–18 months in Oregon.
Who Makes Medical Decisions?
Without a Healthcare Directive and Medical POA, hospitals may not follow your wishes or allow your family to act on your behalf.
Who Manages Your Finances?
Without a Financial POA, your spouse or children may not be able to access accounts or pay bills if you become incapacitated.
Oregon's $1M Estate Tax Trap
Oregon taxes estates over $1M — one of the lowest thresholds in the nation. A revocable living trust is one of the most effective tools to address this.
Your Digital Assets
Crypto, online accounts, and digital property need explicit instructions. Without them, these assets can be lost permanently.
Why We Partner with Trust & Will
Legacy Wealth Services refers clients to Trust & Will because they represent the gold standard for online estate planning: every document is built by licensed estate planning attorneys, customized to your state's specific laws, and valid in all 50 states.
- 📋 Attorney-built templates for every state
- ⚖️ State-specific signing and notarization instructions included
- 🔄 Update your plan anytime as life changes
- 👨💼 Optional attorney review add-on in 43 states
- 🔒 Bank-level security and document storage
- ⭐ 4.5/5 Trustpilot rating · 1M+ plans created
Not Sure Where to Start?
Rodney offers a free 30-minute estate planning consultation. Together, you'll identify which documents you need, what your state requires, and how estate planning fits into your overall retirement strategy.
📅 Book a Free Consultation 📞 Or call: 503-832-8555How It Works — Start to Finish
Most people complete their estate plan in about 20 minutes. Here's the process:
Optional: Talk to Rodney First
Not sure which plan you need? Book a free 30-minute consultation with Rodney. He'll help you understand which documents matter most for your situation, your state, and your family — no obligation, no sales pressure.
Book a Free Consultation →Visit Trust & Will
Go to TrustAndWill.com, select your state, and choose your plan (Will or Trust). Their guided questionnaire walks you through your wishes, beneficiaries, executors, and healthcare preferences step by step.
Go to Trust & Will →Complete Your Documents
Trust & Will generates your state-specific legal documents immediately. You'll receive clear, step-by-step signing instructions — including exactly how many witnesses you need and whether your state requires notarization.
Execute Your Plan
Sign your documents with two witnesses (most states) and a notary if required. Trust & Will's instructions walk you through exactly what to do. Store signed originals in a safe location and give copies to your executor or trustee.
Review Every 2–3 Years
Life changes — marriages, births, deaths, new assets. Rodney will check in with you as part of your annual financial review to make sure your estate plan still reflects your wishes.
Documents Available Through Trust & Will
Every document is attorney-built, state-specific, and comes with execution instructions.
Last Will & Testament
Directs asset distribution, names your executor, and designates guardians for minor children.
Revocable Living Trust
Avoids probate, keeps your affairs private, and transfers assets to heirs immediately at death.
Pour-Over Will
Companion to your Living Trust — catches any assets not titled in the trust and pours them in at death.
Healthcare Directive
Documents your medical wishes if incapacitated — life support, resuscitation, and end-of-life preferences.
Medical Power of Attorney
Names a trusted person to make medical decisions on your behalf if you cannot speak for yourself.
Financial Power of Attorney
Authorizes someone to manage your bank accounts, investments, and financial affairs.
HIPAA Authorization
Grants selected individuals access to your protected health information — critical for spouses and family.
Guardian Designation
Legally names who will raise your minor children if both parents are deceased or incapacitated.
Rodney's Role in Your Estate Plan
As your integrated financial advisor, Rodney doesn't just hand you a link and walk away. He connects your estate plan to every other part of your financial picture — Social Security timing, Medicare enrollment, life insurance, annuities, and FICA savings.
An estate plan that doesn't coordinate with your beneficiary designations, retirement accounts, and insurance policies can actually create more problems than it solves. That coordination is where Rodney adds unique value.
📅 Book a Free Estate Planning Review🔗 Beneficiary Coordination
Make sure your will, trust, and account beneficiary designations don't conflict — a common and costly mistake.
🏔️ Oregon Estate Tax Planning
With Oregon's $1M threshold, proactive planning — trusts, gifting strategies, life insurance — can save your heirs tens of thousands.
📊 Integration with Retirement
Your estate plan and Social Security strategy interact. Rodney models both together so nothing falls through the cracks.
🔄 Annual Review
Rodney reviews your estate plan as part of your annual financial review to catch anything that's gone out of date.
Frequently Asked Questions
Are Trust & Will documents legally valid in Oregon?
Yes. Trust & Will produces attorney-built, state-specific documents valid in all 50 states including Oregon. Each completed plan includes Oregon-specific signing instructions.
Do I need a notary in Oregon?
Oregon requires two witnesses for a Last Will & Testament. Notarization is not required for basic validity but is recommended for a "self-proving" will that can be admitted to probate without witness testimony. A Revocable Living Trust does require notarization. Trust & Will's instructions will guide you through exactly what's required.
Can I get an attorney to review my documents?
Yes — Trust & Will offers an attorney review add-on in 43 states. However, this add-on is not currently available in Oregon. Oregon residents who want attorney review can consult a local estate planning attorney. Rodney can refer you to one if needed.
What's the difference between a Will and a Living Trust?
A Will goes through probate (a public court process) after death. A Revocable Living Trust avoids probate — assets transfer directly to your heirs without court involvement, saving time, cost, and privacy. In Oregon, where probate can be lengthy and estates over $1M face state estate tax, a trust is often the better choice.
How does estate planning connect to my Medicare or Social Security?
Your Medicare enrollment, Social Security claiming strategy, and estate plan all interact. For example, your beneficiary designations on retirement accounts can override your will. Rodney reviews all of these together to make sure nothing conflicts.
How often should I update my estate plan?
As a rule of thumb, review your plan every 2–3 years and after major life events: marriage, divorce, birth of a child or grandchild, death of a named executor or beneficiary, a significant change in assets, or a move to a different state.
Ready to Protect Your Family?
Start your estate plan today through Trust & Will — or talk to Rodney first if you want guidance on which plan fits your situation.
Also From Legacy Wealth Services
You May Also Benefit From…
Medicare
Turning 65? Compare Advantage vs. Supplement plans from 20+ carriers — zero cost to you.
Life Insurance & IUL
Tax-free retirement income, death benefits, and living benefits from 10+ top-rated carriers.
Social Security Analysis
Claiming at the wrong time costs most retirees $100,000+. A Registered SS Analyst shows you the optimal date.
Questions about which services are right for you? Schedule a free consultation →