711 Bennett Ave, Medford, OR 97504 | info@epgoregon.com
 
 
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Estate Planning and Trusts in Oregon and the Surrounding Areas

 
The Estate Planning Group is here to help when it comes to planning the future of your investments and creating a smooth transition for your beloved family. Our goal is to make the process as easy as possible so you'll have a clear understanding of how your current situation will play out. With our professional team and experienced attorney, Jake R. Whitmire, you'll receive the comfort of a planned and responsible future.
 
 

Our Available Services

For a more in-depth look at the services provided by The Estate Planning Group, please see our information below.
 
 

Estate Planning and Revocable Living Trusts

With the use of Estate planning documents , we enable our clients to express their wishes and who they would like to have as their beneficiaries. Doing so establishes who you will leave your estate to after you pass. Assuring a smooth transition for loved ones and flexibility makes a Revocable Living Trust a sound way to create a stable platform for future wealth distribution as well as to act as a buffer for the current world we all share and live in now.
 

Business Formation

The Estate Planning Group can assist with choosing a proper business entity, forming a Limited Liability Company, or transitioning a business to your heirs. A business entity is a barrier that provides protection for the home and family of small business owners.
 

Probate

Our firm can assist representation in probate proceedings. Probate is the court administered proceeding for transferring assets to your heirs. We can also advise beneficiaries of their rights in a probate proceeding.
 

Conservatorship

In this situation, typically a Court oversees and appoints a guardian to an individual which in most cases is a minor or special interest beneficiaries.
 

Trust Administration

We can assist with trust administration proceedings, and in some cases will serve as the trustee for settling an estate.