When someone passes away without a trust, their estate usually goes through probate, and someone has to be appointed personal representative to manage it. That means inventorying assets, working with the probate attorney, paying debts and taxes, selling property and distributing what remains. If you live far away or simply can't take this on, Steward Legacy Group can serve as personal representative and handle the estate locally.

Personal Representative Services for Oregon Estates

When families call us

  • Your parents didn't have a trust and the estate is going to probate

  • You live out of state and need someone local to take over

  • The estate includes a home, vehicles, investments and personal belongings to sort and sell

  • Family members disagree, or no one is able to serve

What we handle

Inventory

We locate, secure and document every asset, from bank accounts to the contents of the house.

Property and sales

We prepare and sell real estate, vehicles and personal property, coordinating with real estate agents, estate sale companies and movers.

Attorney coordination

We work closely with the probate attorney on court filings, notices and deadlines.

Debts, taxes and distribution

We pay valid debts, work with the accountant on final returns, and distribute the estate according to the will or Oregon law.

Personal representative vs executor vs trustee

In Oregon, the person who manages an estate through probate is called the personal representative. Other states call this role the executor. A trustee manages assets held in a trust, which usually avoids probate. We serve in all three roles.

How it works

1.

Book a free consultation and tell us about the estate.

2.

We meet with you and the probate attorney to confirm the plan.

3.

The attorney petitions the court to appoint Steward Legacy Group as personal representative.

4.

We manage the estate through closing and keep the family updated throughout.

FAQs

Let us handle the estate so you can grieve.

This page is general information, not legal advice. We work alongside your probate attorney.