Welcome to Oregon Fiduciary Services
Committed to Excellence
About
Oregon Fiduciary Services prioritizes integrity, skill and an individualized commitment to customer satisfaction. Our dedication to excellence drives our growth and success. Contact us today to discover how we can assist you!
Services
Personal Representive
Estate Services
Trust Services
Conservatorships
Personal Representative / Estate Services
A personal representative (“PR”) plays a crucial role in managing the assets and liabilities of an individual’s estate after their death. A PR is court appointed and court supervised by a probate court, so there are formalities and important rules to follow. The PR’s responsibilities include collecting and managing the decedent’s assets, paying debts and taxes, and distributing the remaining assets according to Oregon law. The PR also has responsibilities to the probate court and they must be aware of and follow the relevant legal requirements, which involves filing necessary court documents and informing the estate’s beneficiaries. The PR is also responsible for managing real estate, bank accounts, liquidating and consolidating property, and various other financial responsibilities to move towards closing the estate. The term "personal representative" is often used interchangeably with "executor" or "administrator”.
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Trust Services
A trustee is the manager who is responsible for the trust estate. A trustee manages the assets and liabilities of the trust estate for the benefit of the trust beneficiaries. Trustees have strict fiduciary responsibilities, or affirmative duties, to the trust beneficiaries, requiring them to manage the assets reasonably and for the best interests of the beneficiaries. The numerous responsibilities of a trustee often vary based on the specific terms of the trust agreement they are managing, as well as relevant real-world circumstances that impact the trust assets, liabilities and beneficiaries.
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Conservatorships
A conservatorship is a court action with court oversight where the court appoints a person or entity as the conservator, in order to manage the financial affairs of an individual who is unable to do so themselves. A conservator manages that conservatorship estate for a protected person, often due to incapacity or other reasons, such as aging, illness, disability, or cognitive decline. The legal process to initiate a conservatorship involves a petition filed in court that demonstrates the need for a conservatorship estate, providing evidence of the individual's financial incapacity, and information on the nominated conservator’s suitability to act as conservator.
Meet the Team
Michael moved to the Portland area in 2008 in order to work in the high-tech industry of semiconductors. Following a successful career in high-tech, Michael shifted his focus to helping individuals manage their personal affairs. He holds a finance degree from San Jose State University, along with a post-baccalaureate degree in accounting and a program management certificate. Michael has tackled numerous complex projects that use his experience and training, which has ranged from managing multi-million dollar high-tech projects with a team of engineers to managing a small law firm’s financials.
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Education:
American Bankers Association Certificate in Trust Administration
Post Bachelorette in Accounting - Portland State University
Business Administration B.S Finance - San Jose State University
Project Management Certificate Program - Portland State University​
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The HAN Legal team is proud to collaborate with Oregon Fiduciary Services, bringing over 20 years of expertise in estate and trusts to our clients. Our dedicated professionals understand the complexities of probate estates, trusts and conservatorships, and are committed to providing thoughtful and reasonable solutions. For more information about our talented team members and qualifications, please visit HAN Legal's website, below. Together, we collaborate to ensure that your estate and trust needs are handled skillfully and professionally.
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