Independent Professional Trustee in Portland, Oregon

Steward Legacy Group is a Portland based professional trustee firm serving families across Multnomah County and the metro area. We're named as trustee in estate plans, step in for overwhelmed successor trustees, manage finances and care for parents who can no longer manage their own affairs, and serve as personal representative through Multnomah County probate.

Because we're local, we can meet with you in person, walk through a family home, and work directly with Portland estate planning attorneys, accountants and care providers. And because we're independent, we sell no financial products and take no commissions.

Portland area families we help: adult children living out of state with a parent in Portland, couples planning ahead who don't want to burden their kids, and families caught in a sudden health crisis with no plan in place.