
Points to Ponder in Estate Planning
Estate planning is a critical step in determining the financial future for yourself, your business and your loved ones.
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.

Estate planning is a critical step in determining the financial future for yourself, your business and your loved ones.

Oregon Pacific Bank’s Trust Services department is here to help you plan and carry out your wishes, while supporting you and your family during difficult times.

Oregon Pacific Bank’s Trust Services is an extension of the trust that clients put in OPB for their daily banking needs, says Tami Calkin, Vice President and Trust Officer in Eugene.

Beth Knorr, Director of Trust Services at Oregon Pacific Bank, explains why it’s important to have a plan in place to preserve your wealth and property while you’re alive and to ensure that your loved ones are taken care of when you’re gone.

[view in e-news format] Think about all that we do online nowadays – shopping, banking, listening to music, making travel plans across the country or across town. We live much of our lives online, including communicating with loved ones, friends and co-workers. All of those

[view in e-news format] As part of your annual spring cleaning, take some time to reassess your financial goals and long-term plans, and make sure that all of your related documents are up to date. Let’s review some of the most common questions to help
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.