At Merkel & Conner, we help executors, trustees, and beneficiaries navigate the probate court system and trust administration process smoothly and efficiently. Whether you need help probating a will, distributing assets, or handling disputes, our experienced attorneys ensure the estate is settled properly while protecting your loved one’s legacy.
Probate is the legal process of settling an estate after someone passes away.
✔ If the deceased had a will, probate is used to validate it and distribute assets
accordingly.
✔ If someone dies without a will (intestate), Oregon probate laws determine
how assets are distributed.
✔ If the estate includes real estate, financial accounts, or assets over
$200,000, probate may be required.
✔ The court appoints a personal representative (executor).
✔ The executor collects assets, pays debts, and distributes property.
✔ The court oversees the process to ensure everything is handled properly
Trust Management
Managing a trust requires legal knowledge and attention to detail. We help trustees fulfill their duties while ensuring compliance with state laws and trust terms.
Asset Distribution
Proper asset distribution ensures beneficiaries receive their rightful inheritance. We handle the legal process to prevent disputes and ensure a smooth transfer.
Estate Settlement
Settling an estate involves legal filings, debt resolution, and asset transfers. We guide families through every step to ensure an efficient and stress-free process.
✔ Identifying and managing trust assets.
✔ Paying debts and taxes owed by the estate.
✔ Distributing assets according to the trust’s terms.
✔ Keeping beneficiaries informed and resolving disputes.
✔ Trustees can be personally liable for mistakes.
✔ Complex estates may involve tax considerations and legal filings.
✔ Disputes among beneficiaries can lead to lawsuits or litigation.
✔ Create a Revocable Living Trust – Assets in a trust pass directly to beneficiaries without probate.
✔ Name Beneficiaries on Financial Accounts – Retirement accounts, life insurance policies, and bank accounts can pass outside of probate.
✔ Use Transfer-on-Death (TOD) Deeds – Real estate can automatically transfer to heirs without going through court.
✔ Contesting a Will – Allegations of fraud, undue influence, or improper execution.
✔ Executor Misconduct – If an executor mishandles estate funds or fails to follow the will.
✔ Trustee Breach of Duty – If a trustee is mismanaging assets or failing to communicate with beneficiaries.
✔ Disputes Between Beneficiaries – Family disagreements over asset distribution.
✔ We mediate disputes to prevent costly legal battles.
✔ We take legal action against executors or trustees who violate their duties.
✔ We fight for your rightful inheritance in court if necessary.
Serving families across Portland, Salem & Oregon.
Avoid costly mistakes and ensure compliance.
We handle legal filings, asset distribution, and probate court matters.
Protecting your rights when conflicts arise.
