::: Oregon Legal Center: Plan Setup :::

The Simple Steps of Setting Up Your Plan

Step 1. Provide the necessary information to Oregon Legal Center (OLC) by filling out the forms and emailing, mailing or faxing them to OLC.

Married Couples click here to download the Family Information Form and Preliminary Financial Information Form For Married Couples in Adobe Acrobat Reader (.pdf) format so that you can do one of two things: (1) fill it out on your computer and email it back to us, or (2) print them from your printer, fill them out manually, and then email/mail/fax the completed forms to our office.

Unmarried Individuals click here to download the Family Information and Preliminary Financial Information Form For Single Individuals in Adobe Acrobat Reader (.pdf) format so that you can do one of two things: (1) fill it out on your computer and email it back to us, or (2) print them from your printer, fill them out manually, and then email/mail/fax the completed forms to our office.

Or call Oregon Legal Center at and speak with Richard Noble at 503.635.6235 or Tom Noble at 503.863.0536 and they will assist you in filling out the form.

Having problems with Acrobat Reader? If the forms don't open in your computer the problem may be that you have an old version of Adobe Acrobat Reader on your computer. Click the Adobe Reader Icon which follows to get the latest version of Adobe Acrobat Reader (Version 7).

Step 2. Once we receive your filled-out form, we will email you a more detailed form so you can provide the detailed financial information we need to prepare your Will Plan or Trust Plan.

Step 3. When we receive your filled-out form with the detailed financial information, we will call you and schedule an office appointment.

Step 4. Sign your Plan Documents at OLC's office in West Linn. You pay for your plan when you sign the Plan Documents. Only when you are satisfied that the Estate Plan meets your needs, do you pay for your Plan by check or credit card.

For more information contact Oregon Legal Center at
(503) 635-6235