Portland, OR estates & probate attorney Steve Zipper talks about whether you should have a will or a trust-based estate plan. He notes that the question of whether to use a trust or a will arises in nearly every client conversation. Over the years, he has encountered a wide range of opinions from lawyers, accountants, and financial advisors—many of them strongly held. His approach, however, is grounded in balance and clarity. Rather than promoting a one-size-fits-all solution, he focuses on explaining the fundamental advantages of both trusts and wills.

He believes the key is open dialogue. By listening to each client’s priorities and circumstances, he provides clear guidance and tailored recommendations. In many cases, a trust offers the most comprehensive benefits, and clients choose that path when it aligns with their goals. In other situations, a will is sufficient—particularly in Oregon, where simpler estate plans often meet a family’s needs. His role is to educate, guide, and ensure that each client makes the choice that best protects their interests.