Our Services
Comprehensive and tailor made for you, by people who care.
Estana provides Estate Planning, Probate and Trust Administration Services to individuals and families.
We are based in Bend, Oregon but provide services to individuals all over the state of Oregon and assist with California matters on a limited basis as well. Whatever the matter, our team walks hand-in-hand with our clients throughout the process.
Wills & Trusts
Give your family the security and privacy they deserve. Our Collaborative team approach assures that we understand your unique needs.
Estate & Gift Tax Planning
Individualized estate plans that align with your personal goals and values. Estana provides peace of mind – now and into the future.
Incapacity Planning
An understanding approach to difficult end of life decisions reduces the burden placed upon those you love.
Probate
When probate is required to transfer assets following a death, the team at Estana is experienced and well-equipped to guide Personal Representatives and Administrators through the court-supervised probate process.
Trust & Estate Administration
Working together. Talking together. We regularly assist and advise Trustees in the administration of irrevocable trusts (both lifetime and post-death)