Services
At AFEPI-NW, we specialize in creating and maintaining estate plans tailored to your unique needs. From crafting Living Trusts and Wills to ensuring your estate is properly funded and up-to-date, our Legacy Builders guide you every step of the way. We also provide support in settling estates, contingency planning for businesses, and offering ongoing education and advice for you and your family. Whether you're starting fresh or reviewing an existing plan, we’re here to protect your legacy with care and expertise.
Estate Planning
Our Legacy Builders are equipped to provide you with a quality estate planning education that will allow you to make the best decision for you.
Living Trusts
When you choose a particular Living Trust, AFEPI-NW will provide you with a fully customized estate plan that will help to meet your goals.
Financial POA & HCD's
All of our estate plans include both a Financial Powers of Attorney and Medical Powers of Attorney & Healthcare Directives.
Funding Your Living Trust
One of the most crucial mistakes people make when purchasing a Living Trust is the failure to “fund” the trust. When you partner with us, we do all of the funding for you, so your Living Trust can do exactly what it is designed to do. We are with you every step of the way.
Business Contingency Plans
Is there anything legal in place that directs what happens to your business (or your share) if you were to become incapacitated? Or if you pass away? Ensure your business has a contingency plan or else your partner(s) or spouse could be your partner.
Current Estate Plan Review
Do you already have a Last Will and Testament or Living Trust in place? No problem. If you would like to ensure that your plan is current to your wishes and desires and covers all of your assets, we will review your existing estate plan at no cost.
Estate Settlement Assistance
What happens to our estate once we pass away? How do we settle the estate? When you have a Living Trust with AFEPI-NW, when you pass away, we will help the family settle the entire estate at no cost. Our motto really comes to life during those difficult times: “We will be there when you need us the most.”
Keeping Your Estate Plan
Up-To-Date
When you have an estate plan with AFEPI-NW, we contact you once a year and ask a series of questions that help determine whether or not an update to your plan is needed. This is to ensure that your estate plan never becomes outdated.
Future Estate Planning Education & Advice
Once you have an estate plan with AFEPI-NW, all of your future legal questions regarding your estate will be answered at no cost to you. Further, we extend this service to your immediate family members, whether they have an estate plan with us or not.
Take the First Step Today!
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
Here’s what you can expect from your complimentary consultation:
A Comprehensive Review of Your Needs: We’ll take the time to understand your financial and family situation, your goals, and your concerns.
Clear Explanations: Estate planning can feel overwhelming, but we simplify the jargon and outline your options in straightforward terms.
Tailored Strategies: Whether it’s asset protection, tax advantage accounts, or veterans’ trusts, we provide recommendations that align with your specific circumstances.
A Path Forward: You’ll leave with a clear understanding of your next steps and how we can support you in achieving your estate planning goals.
Why Wait? Your Future
Deserves Attention Now.
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
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Our Partners
Christopher Moore, Your Legacy Builder
Let’s Build Your Legacy Together
The best time to secure your future is now. Whether you’re just starting or need to refine your current plan, I’m here to help you navigate the complexities of estate planning and asset protection with care and expertise.
Why I’m Passionate About Estate Planning
Estate planning is about more than protecting assets—it’s about protecting legacies. As your trusted guide, I bring together my business acumen, leadership skills, and coaching expertise to help families and individuals across Oregon, Washington, and Idaho build a future of security, prosperity, and peace of mind. Whether you’re considering a revocable trust, irrevocable trust, veterans’ trust, or exploring tax-advantaged strategies, my goal is to empower you with clarity and confidence every step of the way.
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