Trust planning is about protecting what you’ve built, supporting the people you care about, and creating clarity for the future.
Trust Matters is Oregon Pacific Bank’s resource center for educational articles, planning tools, and professional guidance related to trusts, estate planning, and long‑term financial management—designed to support thoughtful conversations and informed decisions.
These practical resources are designed to help you organize information, prepare for conversations with trusted advisors, and think more clearly about your long‑term plans.
Oregon Pacific Bank works closely with attorneys, accountants, and professional advisors. The following resource is intended for professional reference and planning coordination.
Our Trust Matters articles explore common questions and real‑world considerations related to trusts, estate planning, and long‑term financial care. These resources are intended to educate and inform—not replace personalized advice.
Oregon Pacific Bank today announced that Miguel M. Santos has joined the Bank as Senior Trust & Business Development Officer, based in its Portland Metro branch in Tigard. Santos is the Bank’s first Trust Officer dedicated to the Portland market, marking a significant step in
Choosing how to ask for support is about what creates the greatest opportunity, not just what’s easiest to process. For many nonprofits, fundraising conversations still center on cash. It’s simple, familiar, and easy to manage. What’s often overlooked is that cash represents only a small
Professional Perspective Spring Cleaning & Personal Property: Insights from an Estate Sale Expert As part of trust and estate administration, families are often surprised by the volume and complexity of personal property left behind. We interviewed Cory Dazey, the owner of White Raven Estate Sales,
If you already have an established estate plan in place, you may feel a sense of satisfaction knowing your planning is complete. However, it is important to recognize that over time, your personal circumstances, the nature and location of your assets and / or your
So, you’ve been appointed successor Trustee of a Trust… Lucky you! Written by Lisa Amaral | SVP, Business Development Officer of Trust Services The nomination of the successor Trustee of a Trust, be it an individual or corporate Trustee, is a role to be neither
Author: Lisa Amaral SVP Senior Trust Officer and Business Development Officer Reflecting on my long career as a trust officer, there are a few clients whose stories continue to resonate with me—clients who remind me why this work matters. One such client was a World
Have questions or want to explore whether trust services are right for you? Our Trust Services team is available to support thoughtful planning and long‑term confidence.
Our branches will be closed in for Christmas Day, Fri. December 25, 2026.
Please note that closure may impact funds availability.Â
Our branches will be closed in for Thanksgiving Day, Thurs. November 26, 2026.
Please note that closure may impact funds availability.Â
Our branches will be closed in for Veterans Day, Wed. November 11, 2026.
Please note that closure may impact funds availability.Â
Our branches will be closed in for Indigenous Peoples’ Day (Columbus Day), Mon. October 12, 2026.
Please note that closure may impact funds availability.Â
Our branches will be closed in for Labor Day, Mon. September 7, 2026.
Please note that closure may impact funds availability.Â
Our branches will be closed in observance of Juneteenth National Independence Day, Fri. June 19, 2026.
Please note that closure may impact funds availability.Â
Our branches will be closed in observance of Memorial Day, Mon. May 25th.
Please note that closure may impact funds availability.Â
