Oregon Estate Planning Drafting Software
Oregon has the lowest estate tax exemption in the country at $1 million, with rates from 10% to 16%. This low threshold makes estate tax planning essential for many Oregon residents. The state offers transfer on death deeds and has a high small estate threshold.
Quick Facts
- State Estate Tax
- $1,000,000 exemption
- Small Estate Threshold
- $275,000
- Property System
- Common Law
Practice Snapshot for Oregon Attorneys
Estate planning in Oregon is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. The state estate tax exemption is $1,000,000. Small estate procedures are available for estates up to $275,000.
Local practitioners routinely navigate: State estate tax with $1 million exemption (lowest in US), High small estate threshold ($275,000), Transfer on Death Deed available, and No inheritance tax.
Common Oregon filings and forms include: Oregon Deeds, Oregon Statutory Power of Attorney, Oregon Advance Directive, and Oregon Estate Tax Return. Key Oregon statutory touchpoints include: Oregon Estate Tax (lowest exemption in US), Oregon Uniform Trust Code, and Transfer on Death Deed Act.
Key Considerations for Oregon Attorneys
- —State estate tax with $1 million exemption (lowest in US)
- —High small estate threshold ($275,000)
- —Transfer on Death Deed available
- —No inheritance tax
Oregon-Specific Documents
State-specific drafting language and formatting aligned with Oregon statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Oregon Deeds
- —Oregon Statutory Power of Attorney
- —Oregon Advance Directive
- —Oregon Estate Tax Return
Oregon Estate Planning Laws
- —Oregon Estate Tax (lowest exemption in US)
- —Oregon Uniform Trust Code
- —Transfer on Death Deed Act
What Statular Offers Oregon Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join Oregon attorneys using Statular for estate planning document automation.
7 days free · No credit card
Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules