Estate Planning in Beaverton, OR
Serving Beaverton residents, we guide the estate planning process with strategies that help protect assets, consider Oregon and federal tax implications, and reflect your personal wishes—offering thoughtful support throughout life’s journey.
Essential Estate Planning Solutions for Beaverton Families
A truly effective estate plan addresses every factor that impacts your legacy. For Beaverton families and individuals, our approach is designed to provide clarity, tax efficiency, and lasting protection.
Wills & Trusts: Provide clear instructions for asset distribution, avoid Oregon probate, maintain privacy, and control inheritance timing.
Powers of Attorney: Authorize trusted individuals to manage financial and healthcare decisions if you are unable to do so.
Tax Planning: Reduce Oregon estate and inheritance taxes to pass more wealth to heirs, beneficiaries, or charitable causes.
Healthcare Directives: Document medical treatment preferences so your wishes are respected, even if you cannot speak for yourself.
Asset Protection: Safeguard property, retirement accounts, and investments from risk, creditors, and disputes.
Charitable Giving: Support meaningful causes in a tax-efficient way, leaving a legacy that reflects your values.
Safeguard Your Legacy with Trusted Estate Planning
Estate planning in Beaverton is about protecting your assets, honoring your wishes, and reducing stress for loved ones.
While NRWA does not draft estate plans or provide legal representation, our advisors help you clarify your goals, align financial strategies with estate considerations, and connect you with qualified estate planning attorneys when needed..
Why Our Estate Planning Stands Out
Our promise to every client in Beaverton is simple: personalized estate planning that protects your family, reduces taxes, and grows with you. We combine financial expertise with a client-first approach to deliver lasting peace of mind.
Peace of Mind & Family Protection
Tax-Smart Strategies to Reduce Costs
Tailored Solutions for Unique Goals
Ongoing Support with Regular Reviews
Adaptability to Life Transitions
Simple pricing with no surprises.
Our annual wealth management fee is all-inclusive of our services.
No hidden fees. No hourly fees. No surprises.
| Fee* | Investment Assets |
|---|---|
| 0.90% | $0 - $1,000,000 |
| 0.80% | $1,000,000 - $2,000,000 |
| 0.70% | $2,000,000 - $3,000,000 |
| 0.60% | $3,000,000 - $4,000,000 |
| 0.50% | $4,000,000 - $5,000,000 |
*$12,000 minimum annual fee
FAQs about
Estate Planning
in Beaverton
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Yes. Oregon has a state estate tax that applies to estates over a certain threshold. Proper planning helps minimize or even avoid unnecessary tax burdens.
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Most Beaverton residents benefit from a will, trust, healthcare directive, and power of attorney. These documents work together to protect your family and assets.
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We create succession strategies to ensure your business transitions smoothly—whether to family members or new ownership—while protecting its value.
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Without a plan, Oregon’s default probate laws determine how assets are distributed. This may not align with your wishes and could cause delays or disputes.
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We recommend updating your plan every 2–3 years, or sooner if you experience life events such as marriage, divorce, retirement, or the purchase of property.
Creating Clarity for Lasting Peace of Mind
Estate planning is more than a legal process—it’s about protecting your future and bringing clarity, confidence, and security to your family in Beaverton.
We partner with you to simplify every step, reduce uncertainty, and ensure your legacy is preserved for years to come. With the right estate plan in place, you can feel confident that what matters most is safeguarded today and for generations ahead.
Four Steps to Lifelong Confidence
Our estate planning is clear, efficient, and tailored to your unique needs through a structured approach.
1
Discovery
Understand your assets, goals, and existing documents to identify gaps.
Design
Create a customized plan with wills, trusts, tax strategies, and healthcare directives.
2
Implementation
Prepare and execute documents with coordination from trusted advisors.
3
Ongoing Review
Regularly adjust your plan as laws and life circumstances change.
4
Success Story
No Child Left Behind: Planning for Blended Families
Dr. Mike came to us with a concern many blended families face: how to ensure all his children receive equal inheritances. As a successful physician with significant investments and real estate, he worried that without proper planning, his two adult children from his first marriage might be left out when assets eventually pass to his new wife and baby.
We used our sophisticated financial planning tools to model exactly how his liquid investments and real estate would flow to each child. Working closely with his estate attorney, we mapped out the necessary documents and beneficiary structures to achieve his distribution goals.
Today, Mike has complete peace of mind knowing that all three of his children—regardless of which marriage they came from—will be equally provided for. That's the power of thoughtful, comprehensive planning.
Waiting Risks Your Legacy . Planning Secures Your Future.
Postponing your estate plan can lead to unnecessary costs, legal hurdles, and stress for your family. Acting today gives you more control and ensures your wishes are honored under Oregon law.
Protect your assets and property
Reduce Oregon estate tax burdens
Ensure your healthcare and legacy wishes are honored
Provide lasting clarity and peace of mind for your loved ones
The Right Time to Start Is Now!
Procrastination in estate planning can limit options, raise taxes, and add stress for your family.No matter your age or stage of life, now is the time to create or update your plan.