Estate Planning
Legacy Planning Made Simple
Estate Planning
At Rivermark, we are committed to supporting the financial wellness of our members. Through our Legacy Planning benefit, we partner with E.L. Law Firm to provide a streamlined, affordable, and accessible approach to estate planning.
Why Estate Planning Matters
For most people, estate planning isn’t a priority until retirement, or when you reach a certain income level. Rivermark believes estate planning is for everyone at any age and is an important tool in leaving a legacy for your loved ones. Whether you’re instructing who gets your most important assets, who can care for you during a health crisis, or how you would like to be remembered, Rivermark has made the process easy and accessible for all.
What’s Included in Your Estate Plan?
Revocable Living Trust
Pour-Over Will
Durable Power of Attorney
Certificate of Trust
Advanced Directive & HIPAA Authorization
Need More Advanced Planning?
In addition to foundational estate planning, E.L. Law Firm provides enhanced estate planning services for those with more complex needs. These services include:
- Family Protection Trusts – Preserve wealth across generations while maintaining asset protection.
- IRA Trusts – Ensure tax-efficient inheritance of retirement accounts.
- Irrevocable Life Insurance Trusts (ILITs) – Maximize life insurance benefits while minimizing estate taxes.
- Beneficiary Defective Inheritor’s Trusts (BDITs) – Powerful wealth preservation and asset protection strategies.
Other Legal Services Beyond Estate Planning
E.L. Law Firm also provides a range of business and probate services to meet your legal needs:
- LLC Formation & Operating Agreements – Set up and structure your business with legal protections in place.
- Probate Services – Guidance and legal support for handling estates after a loved one passes.
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Step 1: Schedule Your Consultation
Start by booking a consultation with E.L. Law Firm. Meetings can be held virtually or in person—whatever works best for you!Step 2: Complete the Estate Planning Worksheet
This worksheet will help outline your preferences and is a great starting point for the planning process. You don’t need to have everything figured out—E.L. Law Firm will guide you through it.Step 3: Review and Customize Your Plan
Work with E.L. Law Firm to tailor your estate plan based on your family’s needs.Step 4: Finalize & Sign Your Documents
Once your documents are ready, you’ll finalize them in a smooth, efficient process—including the option for a Notarization Party to celebrate this important step in securing your future.
Why Choose E.L. Law Firm?
✔ Expert Legal Guidance
Estate planning made simple and stress-free.
✔ Flat-Fee Pricing
Transparent, upfront costs with no surprises.
✔ Personalized Service
Plans designed around your unique family and financial goals.
Get Started Today
Don’t leave your estate planning to chance. Take advantage of this valuable benefit and schedule your consultation today!
Rivermark Community Credit Union ("Rivermark") is a promoter of E.L. Law Firm under a Financial Institution Services Agreement, through which E.L. Law Firm collects and processes fees for legal services provided to Rivermark member-clients. This financial arrangement creates a potential conflict of interest, as Rivermark has an incentive to recommend E.L. Law Firm over other providers. However, you are under no obligation to retain E.L. Law Firm and will not incur additional costs for being referred. Rivermark may promote E.L. Law Firm’s services, but both are independent entities with no shared ownership. E.L. Law Firm maintains sole discretion over legal services, and all fees are handled per the Financial Institution Services Agreement and Oregon State Bar trust account rules."