Estate Planning and Settlement

Estate Planning

Estate planning allows you to establish specific instructions detailing the distribution and management of your assets. At Oregon Pacific Bank, we view estate planning as a continuous process that is revisited and updated throughout your lifetime to fit the changes in your family and financial situation. Good estate planning can also:

  • Detail instructions for home health care in case of disability
  • Name a guardian or custodian for any minor children
  • Create a plan for providing for loved ones with special needs
  • Tactfully and objectively provide for family members who may be irresponsible with money
  • Plan for the succession and transfer of your business
  • Avoid probate and find ways to minimize taxes, court costs, and legal fees

Estate Settlement

To assist you in administering your estate, we can be appointed as Personal Representative of your estate, becoming an officer of and responsible to the court for the proper administration of your assets. As your Personal Representative, some of our responsibilities include:

  • Filing an inventory with the court listing estimated values of all assets
  • Taking possession of all assets belonging to the estate according to your wishes
  • Preparing and filing any and all required tax returns
  • Filing an accounting of all receipts and expenditures in the estate

Peace of Mind

With an estate plan in place, you can enjoy the present to its fullest with the knowledge that your wealth, ethics, and values have been preserved for generations

Exceeding Your Needs

We work with your attorney and accountant to offer a variety of additional fiduciary services, including:

  • Legacy planning
  • Wealth protection and tax efficient wealth transfer
  • Philanthropic advisory
  • Business succession and transfer issues

*Oregon Pacific Bank’s trust department offers products that are not FDIC insured, are not guaranteed by the Bank, and are subject to loss of principal

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