Contact Succession PDX

If you are currently working with an estate planning attorney and exploring fiduciary appointment options, we invite you to begin our onboarding process.

Click here to fill out our intake questionnaire and request an appointment.

Please Note: Due to a high volume of inquiries, our response times are currently delayed. We appreciate your patience and will get back to you as soon as possible.

A Message for Washington County Residents

At this time, we are temporarily pausing new client intake for cases physically located in Washington County.

To maintain the high level of responsiveness, care, and dedicated attention each client deserves throughout the estate administration process, we are currently accepting other new matters strictly on a case-by-case basis. We continue to actively and proudly serve our existing clients in all of our current service areas.

General Inquiries

For general questions about our services, scope of work, or whether fiduciary support may be appropriate for your situation, please use the contact form below.

Please note the following:

  • We are not able to provide legal advice

  • We do not draft or prepare estate planning documents (wills or trusts)

  • We do not serve as court-appointed guardians

Please note that submitting a form does not establish a client relationship or legal representation.