for generations to come.
Our Team is committed to ensuring everything you’ve worked so hard for is preserved for your children and grandchildren.
About Us
Established over 30 years ago by James K. Worley, this family business has tirelessly sought to provide every American with the tools necessary to preserve the legacy they have worked so hard to build. Our motto is our commitment to you:
We will be there when you need us the most.
Our Team
Meet our team of professionals dedicated to serving you and your family.
Join us on the 3rd Thursday of each month for a one-hour educational presentation, in which our team will provide you with a basic education on the most common strategies used in estate planning. No sales, education only. For more information, please RSVP at our events page on Facebook.
Jamie Worley
President & CEO
Jamie’s father, James, founded American Family Estate Preservation, Inc. more than 30 years ago. Now Jamie oversees his own franchise in the Northwest U.S., covering Oregon, Washington, Idaho, and northern California. He specializes in Trust creation, estate planning education, business contingency plans, and partnerships with other professionals and companies.
Missy Thies
LEGACY BUILDER
SPECIAL NEEDS TRUST
SPECIALIST
GUARDIANSHIP
SPECIALIST
Missy is one of our Legacy Builders, who specializes in estate planning education as it pertains, especially, to Special Needs Persons, the guardianship of minors, and those individuals concerned about Medicaid’s involvement with their estate once they’ve passed away. Missy is someone who personally experienced the benefits of AFEPI-NW’s estate planning and found it so helpful that she decided to work for us!
Josh Hawkes
LEGACY BUILDER
LIVING TRUSTS
SPECIALIST
ESTATE PLANNING
EDUCATOR
Josh, a long-time resident of rural Oregon, is a fantastic estate planning educator. Especially serving those in the Sandy/Boring/Estacada/Eagle Creek areas, Josh is also a real estate agent in Sandy, Oregon.
Alyssa Davis
LEGACY BUILDER
LIVING TRUSTS
SPECIALIST
ESTATE PLANNING
EDUCATOR
Alyssa is an outstanding estate planning educator, who brings an expertise to, both, the older and especially younger generation. She specializes in Revocable Living Trusts and Children’s Trusts. Alyssa serves much of Oregon, especially the areas of Sandy and Gresham.
Jo Worley
financial specialist
Joanne “Jo” Worley is Jamie’s wife and the glue that holds the entire company together. Jo is the voice you will most likely encounter when you contact our Home Office. She is also proficient in estate planning education and the process of ensuring your estate plan is in-force.
Services
Estate Planning Education
Our Legacy Builders are equipped to provide you and your family with a quality estate planning education that will allow you to make the best decision for you and your family.
Last Will & Testaments & Living Trusts
Whether you choose a Last Will and Testament or a particular Living Trust, AFEPI-NW will provide you with a fully customized estate plan that will help to meet your goals.
Financial Powers of Attorney & HCD's
Frequently neglected during the estate planning process is the consideration of what happens if you incapacitated. 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.
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 contengecy plan or else your partner(s) or spouse could find themselves in a probate process.
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? Great question! 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
Often you will hear people say, “We got a Living Trust or a Will about ten years ago, but it’s probably outdated by now.” 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.
Services for Professionals
Estate Planning Education
AFEPI-NW can provide you and your team with an educational seminar that will equip them to understand the basics of estate planning and how to engage in conversations with their clients without practicing law. There is no cost for this seminar and can be held at any venue of your choosing.
Estate Planning Partnership
Partnering with AFEPI-NW can enhance your reach to new clients and enlarge your importance in the lives of your current clients. Ask yourself this question: "Who else in my field is offering estate planning to their clients?" If the answer is "no one," then perhaps you should explore the tool no one else has.
Why Choose AFEPI-NW?
Over 30 Years of Experience
For over 30 years, American Family Estate Preservation has served Americans in their quest to preserve everything they have worked so hard for. From veterans and public servants to special needs children and those concerned about guardianship, AFEPI-NW is dedicated to preserving your legacy for generations to come.
We Are Here For You
One of AFEPI-NW's core values is that we will be there when you need us the most. From providing the estate plan you and your family needs to helping your loved ones settle your estate, AFEPI-NW will be there.
Relationships
Our Legacy Builders and CEO value the relationships with our local communities and strive to participate in community projects and services. Most of all we value our ongoing relationships with our clients.
Quality Lawyers
AFEPI-NW is proud to partner with a top of the line law firm. Warren-Allen, LLP is the largest law firm east of the Willamette River in Portland, Oregon and provides our clients with estate plans.
Meet Our Local Partners
