Independent Professional Trustee Services Across Oregon
Based in Portland, Steward Legacy Group serves families throughout Oregon, including Salem and the Willamette Valley. We understand the Oregon specifics that shape trust and estate administration: Oregon probate, durable financial powers of attorney, and Oregon's own estate tax, which has a much lower threshold than the federal estate tax. We work alongside your Oregon attorney and accountant on every one.
Whether you're in the metro area or farther out, we meet by video and travel for key meetings and property needs.
FAQs
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Yes. Oregon has its own estate tax, separate from the federal tax and with a lower exemption. Your attorney and accountant can explain how it applies to your estate; we coordinate with them on filings during administration.