(541) 221-5395      |    thegiftofplanning@gmail.com     |     Any questions?

START HERE.

CLICK BELOW TO CREATE YOUR LEGAL DOCUMENTS.

Check this off your To-Do list and breathe a sigh of relief!

TRUST or WILL?
Which is right for you? How do you decide?

At the heart of a Trust is a way to take care of your loved ones on your own terms. A Trust lets you make the rules you want followed if you are incapacitated or when you die. With a Trust your loved ones save time and expense by avoiding the interference of the legal system. And, significantly, a trust keeps your family affairs and financial matters private.

A Will does not protect your privacy because a Will requires the intervention of the legal system - the court and lawyers. Your loved ones will be responsible to pay for filing fees, court costs, and attorney fees, usually costing 3% - 7% of your estate.

THE CHART BELOW WILL HELP YOU SEE THE DIFFERENCES BETWEEN WILLS AND TRUSTS

HOW MUCH DOES IT COST?
REVOCABLE LIVING TRUST
The Gift of Planning  -  $750 - Complete package includes Trust, Will, Power of Attorney, Advance Health Care Directive, Deeds, Amendment Form, Transfer Letter, Instructions to Trustee, and more. Includes unlimited email and telephone support as well as free yearly updates and free online storage for all your documents.
WILL (includes probate procedures)
The Gift of Planning  -  $100 - Complete package includes a Will, a Power of Attorney, and an Advance Health Care Directive. A Will typically requires Probate (a legal proceeding) that will cost your heirs at least 3 – 7% of your assets in attorney fees and other court fees and legal expenses.

______________________________________________________________________________________________________________________________________________________________________________________

HOW LONG DO YOU HAVE TO WAIT?
No waiting period.
6 - 18 months if there are no complications.

______________________________________________________________________________________________________________________________________________________________________________________

IS MY PRIVACY PROTECTED?
Complete privacy.
Probate records are public and easily accessible.

______________________________________________________________________________________________________________________________________________________________________________________

DO I OR MY FAMILY LOSE CONTROL?
You have complete control. Your Trustee is required to follow the instructions you put in your Trust.
Family loses control to court system during probate.

______________________________________________________________________________________________________________________________________________________________________________________

HOW WILL MY FAMILY BE AFFECTED?
We provide counseling and a variety of options to help promote family harmony.
Long court proceedings foster an emergence of family disputes.

______________________________________________________________________________________________________________________________________________________________________________________

ATTORNEY NEEDED?
No.
Yes.

______________________________________________________________________________________________________________________________________________________________________________________

PROBATE REQUIRED?
No.
Yes.

______________________________________________________________________________________________________________________________________________________________________________________

Benefits of a Trust

Benefits of a Will

Ideal if you are purchasing your home

If you are purchasing your home or own it free and clear at the time of your death, your children will have to initiate a court proceeding called probate. With a trust you can completely bypass probate.

The best option if you have minor children

If you have children under the age of 18, the trustee of your trust can manage your children's finances. Additionally, if you want to spread out your distributions over time rather than giving your 18-year-old child a lump sum, you can instruct your trustee precisely how you want your inheritance to be distributed.

The perfect solution if you have a special needs child

If you have a special needs child who receives governmental assistance, that child's eligibility is often eliminated when he or she receives a direct inheritance. With a trust, however, you can maintain your child's eligibility and still provide supplemental benefits.

Eliminates need for conservatorships and guardianships

In case of temporary or permanent incapacity, your successor trustee can take care of all of your financial needs. Otherwise, court-supervised conservatorships or guardianships are sometimes necessary--and expensive. A trust provides no-cost solution to this situation which affects far too many of us.

Ideal for someone who rents their apartment or house

Normally a court proceeding called probate is necessary if you own (or are purchasing) your home or other real property, such a a vacation home or rental property. But if you are renting or leasing your home or apartment, a probate may not be required.

Relatively simple and inexpensive

Wills can be set up fairly simply and inexpensively. As long as the proper formalities are observed--such as witnesses and a notary--you can easily take care of your family. We can make this very easy for you.

“My husband and I attended a seminar at an attorney's office and learned a great deal about what an attorney does for estate planning. We realized that we needed to complete our will and other documents. But it seemed awfully expensive and complicated. Then a neighbor told us about The Gift of Planning and we realized that we could get all that the attorney was offering at a more affordable cost without having to leave home. We were very pleased with the process and all the assistance we received.”

Sandy G.
Sandy G. Keizer, Oregon

“ I thought I would be very intimidated by all of the legal language, but the online process made it very easy to understand and accomplish. Because I could do it all at home and on my own schedule, I was able to get over the hump of procrastination and get it done. What a relief! Also, customer support was outstanding. I felt like I could call or email anytime and get my questions answered.”

Larry N.
Larry N. Springfield, Oregon

"A Trust is an invaluable personal document to have completed before we leave this earth! I, like many other people with good intentions to do so, just wasn't getting it done. Then I found out about The Gift of Planning -- and that was it. Over just a few days, with their ongoing and sensitive guidance and support, I had a Trust of the highest quality completed; what a relief!"

Keith McC.
Keith McC. Eugene, Oregon