The Trust Plan Legal Service Package:
Protect Your Assets After You're Gone

Protecting assets for future generations is not always straightforward. A Trust can help you avoid probate, protect assets from creditors, and avoid potential disputes. However, creating an estate plan with a Trust can feel unaffordable.  

With the Trust Plan Legal Service Package, you get the benefit of help from an attorney and advice for a flat fee. 

We offer this flat fee package so you can get just the help you need, without all the expense of what you don’t.

"Extremely friendly and professional service who genuinely cared that I had all of my legal issues and questions taken care of and answered. Highly recommend." 
 - Joshua R., Clackamas

Get Affordable Legal Help Starting at $1500 or $2000*

If you qualify for the Trust Plan Legal Service Package, you’ll receive peace of mind, knowing you have a plan to make sure your healthcare wishes are followed even if you can’t speak for yourself. You’ll meet with a licensed attorney to discuss your final healthcare wishes, then our team will draft your plan. 

The Trust Plan Legal Service Package starts at $1500 for one person and $2000 for couples, with the final rate set based on your income level.

With the Trust Plan Legal Service Package, you’ll receive the following legal services:

60-Minute Consultation

A 60-minute “final wishes” consultation with an attorney to discuss the details of your estate plan

Drafted Estate Planning Documents

Drafting the following estate planning documents for you based on the final wishes consultation: Revocable Trust, Pourover Will, Power of Attorney, Oregon Advance Directive, HIPAA Authorization, Burial Instructions, and Disposition of Remains

Drafted Trust Funding Documents

Drafting the following trust funding documents for you, some of which you will request from your financial institutions: 1 Warranty Deed, 1 Beneficiary Designation form (which you will request from your financial or insurance company), and a Certification of Trust

60-minute Drafts Review & First Round of Revisions

A 60-minute drafts review consultation with an attorney to review your draft estate plan and a first round of revisions

Second Round Drafts Review with an Attorney

A 60-minute, second round drafts review consultation with an attorney

Meeting with the Notary Public

A 30-minute signing meeting with a Notary Public, where you provide the witnesses

Final Signing with Your Healthcare Representative

Final signing instructions for your healthcare representative, if they are unable to attend the signing meeting in-person

Final Deliverables

Letter of instruction to healthcare representatives, electronic copies of final documents, and originals of final documents. 

What People Say About Working with The Commons

"Extremely friendly and professional service who genuinely cared that I had all of my legal issues and questions taken care of and answered. Highly recommend." 
 - Joshua R., Clackamas

"Amanda at The Commons Law Center was an amazing partner in our legal matter. She was always very responsive, timely, friendly, and took all the time needed to explain things and make sure we were happy with the outcomes."
- Kyle L., Portland

"Amanda called me on time and gave me the best advice. (She really listened and was friendly as well.) I very much appreciate the help and now know what I have to do next. So refreshing!"
- Karen S., Gresham

Get Affordable Legal Help Starting at $1500 to $2000*

If you qualify for the Trust Plan Legal Service Package, you’ll receive peace of mind, knowing you have a plan to make sure your healthcare wishes are followed even if you can’t speak for yourself. You’ll meet with a licensed attorney to discuss your final healthcare wishes, then our team will draft your plan. 

The Trust Plan Legal Service Package starts at $1500 and $2000 for couples, with the final rate set based on your income level. With the Trust Plan Legal Service Package, you’ll receive the following legal services:

  • A 60-minute “final wishes” consultation with an attorney to discuss the details of your estate plan;
  • Drafting the following estate planning documents for you based on the final wishes consultation: Revocable Trust, Pourover Will, Power of Attorney, Oregon Advance Directive, HIPAA Authorization, Burial Instructions, and Disposition of Remains;
  • Drafting the following trust funding documents for you, some of which you will request from your financial institutions: 1 Warranty Deed, 1 Beneficiary Designation form (which you will request from your financial or insurance company), and a Certification of Trust;
  • A 60-minute drafts review consultation with an attorney to review your draft estate plan;
  • A single round of revisions to your estate plan;
  • A 60-minute, second round drafts review consultation with an attorney;
  • A 30-minute signing meeting with a Notary Public, where you provide the witnesses; 
  • Final signing instructions for your healthcare representatives and agents, if they are unable to attend the signing meeting in-person;
  • Letter to healthcare representatives and agents;
  • Electronic copies of final documents;
  • Originals of final documents.

Do you think the Trust Plan Legal Service Package might work for you? 

You can request a phone call online or call us at 503-850-0811 to let us know you are interested in the Will Plan Legal Service Package!

*Fees are on a sliding scale, based on your income. We will let you know the filing fee in your engagement letter. You may qualify for a fee waiver from the court, which we can give you information about and help you apply for.

Want more information before talking to our team? Get more info on legal basics on The CommonSense Legal Blog. Read Now.