Lawyers: Estate & Probate Medford

Estate Planning Group

Lawyers: Estate & Probate Medford

Address
711 Bennett Avenue
Place
Medford, OR   97504 
Landline
(541) 772-3055
Fax
(541) 772-0337
E-Mail
[email protected]
Website
epgoregon.com
Reservations
epgoregon.com

Description

We are a legal services firm specializing in comprehensive estate planning and trust administration. Our services and structured plans provide knowledge, peace of mind, and financial protection for our clients and their heirs.

Keywords Estate, Probate, Trust, Legal, Services, Conservatorship, Taxes, Beneficiaries.

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  • Jake R. Whitmire

    Attorney at Law

    Mr. Whitmire received a Bachelor of Science degree in Natural Resources with an emphasis in Natural Resource Policy and Environmental Law from Oregon State University, and his Juris Doctor Degree from Regent University. He is a member of the Oregon State Bar, Jackson County Bar Association and is admitted to practice before all the state courts in the state of Oregon. Mr. Whitmire grew up in Grants Pass, and now resides in Eagle Point with his wife and their three children. He enjoys spending time with his family in the outdoors, competing in shooting competitions, and serving on the board of his local church and is a member of the school board. Mr. Whitmire has clients throughout the State of Oregon. Mr. Whitmire frequently shares with business and civic groups, and teaches public seminars on topics of estate planning and the benefits of a living trust. Jake is passionate about supporting local children and teens through Youth 715 Ministries and Hearts with a Mission.

    Education: Bachelor of Science in Natural Resources - Oregon State University , Juris Doctor Degree - Regent University

  • Shannon Melendez

    Office Manger/Legal Assistant

    Shannon began her career with the firm in 1991. Her primary duties include office management, scheduling appointments, preparation of revocable living trusts, wills, probate filings, accounts payable and receivable. She has a strong sense of dedication with The Estate Planning Group. She has many years of hands on experience and long term knowledge of our clients to enable a smooth process for you and your family. In addition to working for the Estate Planning Group, Shannon, her husband and two daughters live in the Rogue Valley. She enjoys being a wife, mother, a grandma, being outdoors, camping, catching that BIG fish or just relaxing along the riverbank.

  • Jill Gregg

    Receptionist

    Jill started with The Estate Planning Group in 2022. Her primary role is to welcome clients, both in the office and on the phone. She makes sure any questions are addressed and routed in the right direction within The Estate Planning Group. Jill is an Oregon native and grew up in the Rogue Valley, graduating from Ashland High School. Jill had ventured away a few times, but always found her way back to the Rogue Valley. Jill was lucky enough to be a stay home mom for most of her son’s younger years. Jill loves her job at The Estate Planning Group and says “We have amazing clients that make the workday even better!”

  • Candace Coyle

    Funding Administrator

    Candace worked at The Estate Planning Group from July 2007 through March 2011 as the Funding Assistant/Administrator, before she left to start a family with her husband. Now that her two boys are grown and in school full time, she has returned and continues to assist our clients with the transfer of their assets into the name of their trust. When not working, she volunteers at her kids’ school, and serves as the PTO President. She enjoys spending time with her family, walks, and even playing ROBLOX with her boys.

Categories

Lawyers: Estate & Probate
(541)772-3055 (541)-772-3055 +15417723055