Start Planning Your Future

Start Planning Your Future

To learn how Soto Law Firm, P.C. can help with the complexities of wills, trusts, powers of attorney, and other advanced estate planning techniques — fill out the “Contact Us” form below to schedule a consultation.

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How We Help You Reach Your Goals

At our first meeting, you may have a lot of questions, or you may not know what your questions are. I am happy to take the time you need to learn about what you want to accomplish and I will educate you about the types of documents that are best for you and your situation. It is my belief that everyone’s needs are different and I will ask you questions or answer your questions as you need.

If you have had a loved one pass away, I can help guide you through the legal maze that is probate estate administration or trust estate administration. You can rely upon me to guide you navigate difficult pathways and difficult issues during difficult times and help you clearly understand what is required by the estate documents or by Oregon law during an administration.

As an attorney, I can help petition the court in Guardianships or Conservatorships, if estate planning was not completed prior to incapacity.

My philosophy is to problem-solve issues first; often there may be disputes to resolve. We can assist in obtaining a mutually-agreeable solution. However, if it is not possible to simply problem-solve and facilitate a solution, we litigate Estate Planning and Elder Law issues when appropriate.

We want you to feel comfortable communicating with us. We provide a relaxing atmosphere and adhere to this philosophy, which allows us to provide quality representation by a lawyer you can get to know and with whom you can feel comfortable communicating.

I will work towards accomplishing your goals. At Soto Law Firm, P.C., we emphasize preplanning your estate to ensure that your beneficiaries are able to navigate the waters of life as easily as possible.

To learn how Soto Law Firm, P.C. can help with the complexities of wills, trusts, powers of attorney, and other advanced estate planning techniques — fill out the form at the bottom of this page to schedule a consultation.

Start Planning Your Future

Step 1

Teach Us About Yourself and What You Would Like to Accomplish

Contact us to set up an appointment. We have our initial meeting, which is a learning session for us, as well as you.

During this initial step, we learn about you and your beneficiaries. We discover how you want to provide for them should you become disabled, or if you are no longer around to care for your loved ones. You are the expert when it comes to you and your family. We want to know as much as possible about you in order to design a plan that meets your needs during your lifetime and the needs of your beneficiaries whether young or old.

We also acquaint you with the basic “planning tools” that are available to you which we recommend, such as Wills, Trusts, Advance Directives, Revocable Living Trusts, and Power of Attorney documents.

Step 2

We’ll Teach You About the Law, and Help You Create a Customized Estate Plan

Counseling, decision-making, and designing a plan with your attorney, and if needed, your CPA and financial advisor, create a “custom-fit” estate plan. Together we will design a plan that implements your wishes for the future.

A well thought out estate plan coordinates what would happen with your home, your investments, your business, your life insurance, your retirement plans, and other property in the event you became disabled. When creating your estate plan, you should take into account probate avoidance, planning for your incapacity (or the incapacity of your beneficiaries), planning for family “issues,” planning to meet your family values, planning for the care of your minor children (to keep court processes out of the picture as much as possible), and ensuring that your plan stays “on track.”

We also acquaint you with the “default rules” under Oregon law that you or a family member may encounter during life, and after someone passes away. Often, these “default rules” can be avoided with proper estate planning, such as a power of attorney or Revocable Living Trust.

Step 3

We Give You Tools to Make Sure Your Plan Stays “On Track” and Use a Formal Funding Program to Ensure Your Plan Succeeds

Even after you have completed your estate plan, you must make sure that it will still work for you in the future. Estate planning is a process. You should review it at least every five years to ensure that your plan still meets your needs.

Downloadable Form

Below you will find our most frequently requested document — Organizing Your Information. Providing this document does not constitute legal advice, and using or simply downloading this form does not make you a client of Soto Law Firm, P.C.

Useful Links

Use the below links to find information about a few legal topics that you might find helpful. Keep in mind that the information you gather may not apply to your particular problem, or that the law may change. Always consult an attorney when trying to solve a legal issue.

Contact Us To Get Started

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