Address: 8455 SW Beaverton Hillsdale Hwy, Portland, OR 97225, USA
Phone: +15032066401
Sunday: Closed
Monday: 9AM–5PM
Tuesday: 9AM–5PM
Wednesday: 9AM–5PM
Thursday: 9AM–5PM
Friday: 9AM–5PM
Saturday: Closed
Dave Sprando
Contacted Southwest Portland Law Group to update our estate plan and to set up a trust. We were working under a somewhat tight timeframe for completion which was somewhat of a challenge. Whitney was extremely good at keeping the process moving forward while answering all of our questions along the way. We are highly satisfied with the end product and highly recommend this firm.
Scott Spinks
Whitney really made the whole estate planning process a breeze. She has a very easy-going style and took the time to educate us and promptly answered our questions throughout the process. We now are comforted knowing we finally have a solid estate plan and the ongoing support of Whitney and SW Portland Law Group
Edwin Orr
I was advised several years ago to get a Revocable Living Trust. The COVID finally motivated me to stop procrastinating. I contacted Southwest Portland Law Group and Whitney initiated the process, counseled me, answered all questions, accommodated my technical deficiencies, and included my daughter in the process. We finished everything efficiently to my complete satisfaction.
Ann-Marie Fontenot
When I was ready to have my Last Will drawn up, I researched three local law firms and chose to work with Southwest Portland Law Group. Whitney Morrissey was the attorney who helped me with my Estate Planning: Last Will and Testament, Power of Attorney, Advance Directive, and Transfer-on-Death deed of my condo. I was immediately impressed to learn how manageable the process was, as Whitney guided me through each step needed to complete all four documents - everything was done via telephone and email due to the COVID-19 pandemic. Whitney was always accessible: she answered in detail all my questions and was patient, courteous, and professional. When I arrived at the Southwest Portland Law Group’s office to sign the completed documents, I met Mark and Jeremy, Law Partners of the firm. They welcomed me and made me feel at home at their office. And, I met Scarlett, the firm’s receptionist, who always answered the phone with a smile in her voice! Like Whitney, Mark, and Jeremy, Scarlett was gracious in all of her interactions with me. Lastly, the fees of the services offered by Southwest Portland Law Group are affordable and the thorough work done on my behalf was handled promptly and reliably. I will definitely refer Southwest Portland Law Group to my family and friends, as well as use the firm again for my future needs.
Thanks! Your review is awaiting moderation.
It depends on the services you are requesting. Give them a call for a detailed assessment and pricing.
Hi Hung, Thanks for contacting us! Oregon has an estate tax on all net assets transferred upon your death, in excess of $1,000,000. Assets outside the state are generally included, unless they are real estate, or in some form of a trust or other ownership. Oregon also taxes real estate and other assets outside the state of Oregon, but at a lower effective rate. To give you a proper answer, we would need to get more information. If you would like to schedule a free consultation, feel free to give us a call, or schedule online at www.swpdxlaw.com. Thanks!
Thanks! Your answer is awaiting moderation.
Thanks! Your question is awaiting moderation.