Serving Beaverton, OR & Surrounding areas Clarity is Kindness

At Sunstone Planning LLC our client-centered approach helps individuals and families build lasting legacies that protect what matters most.

Estate Planning Firm in Beaverton, OR

Estate Planning Built on Plain English, Flat Fees & Clear Guidance.

You have worked hard to build your life, your family assets, and your local business in the Pacific Northwest. Protecting them shouldn't feel stressful or confusing. At Sunstone Planning LLC, we break down complex legal jargon into clear, empowering strategies. 

Our client-centered approach helps individuals, families, and business owners build lasting legacies that protect what matters most.

From our main office in Beaverton, we provide transparent, flat-fee estate planning, trust administration, and business formation in Washington County, Portland, Hillsboro, Tualatin, and the surrounding Portland Metro area, including Vancouver, WA. 

We offer complimentary consultations and free estate plan reviews. Reach us online or at (971) 376-7745 to make an in-office or virtual appointment with one of our Beaverton lawyers. 

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Our Services




Our Process and fees Simple, Transparent, Four-Step Process

Flat Rate Pricing

Our streamlined approach includes three core meetings and an optional follow-up, ensuring you receive personalized attention every step of the way, with clear communication and no hidden surprises. Our transparent flat-rate pricing reduces headaches and stress. There are no hidden fees just clear, straightforward service tailored to your needs.

  • Initial Consultation
    This is your "clarity meeting". At this meeting you will get your questions answered and we will ask you questions. Together we will uncover what matters most in your planning. Afterwards you'll receive a flat rate quote and 1-3 options that achieve your goals.
  • Strategy Meeting
    We will answer any questions you might have about your options, dive into your plan details, and build the architecture of your plan. Often it's at this meeting we will review draft summaries together.
  • Document Signing
    We'll review the documents together and make sure we are aligned with the details to move forward. Then, we'll confirm the final drafts and sign documents!
  • Implementation
    An estate plan is only effective if it's properly implemented. We guide you through every step, answer your questions, coordinate with your professional advisors, and can even host a family meeting to explain your plan and what it means for your loved ones. This is optional.
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Rooted in Beaverton. Serving Families Across Oregon & Washington

Your peace of mind is too important to leave to online templates or clinical, disconnected law firms. Whether you are looking to build your very first statutory will, organize a complex living trust, or protect a growing local business, our firm is here to provide the transparent, five-star legal care you deserve.

Take the first step toward securing your family's future with total clarity by scheduling your complimentary consultation today. 

Message our firm online or call (971) 376-7745 for a free initial consultation with a Beaverton attorney about your estate planning or business formation needs. 

  • People-First Planning
    Your legacy is more than paperwork—it's your story. We take the time to understand your values, goals, and loved ones so your plan reflects what matters most.
  • Clear Guidance, Confident Decisions
    We simplify complex legal concepts into clear, practical choices, giving you the confidence to make informed decisions every step of the way.
  • Transparent Pricing, Honest Conversations
    Whenever possible, we offer flat-fee pricing so you can focus on the conversation—not the clock. Honest guidance comes without surprise billing.
  • Thoughtful Plans Built to Last
    Every plan is carefully tailored to protect your family, honor your values, and reflect the latest estate planning best practices.

What Our Clients Are Saying

  • Oregon State Bar
  • Washington State Bar
  • Wealth Counsel
    “Thank you so much, Sunstone Planning!”
    “I would recommend them without hesitation to anyone looking for advice with their estate planning.”
    - Todd H.
    “Kaitlyn is an absolute pro!”
    “You need someone knowledgeable, capable, and thorough who remains calm and keeps it simple.”
    - Brady W.
    “The attorney really impressed me.”
    “It was just such a night-and-day difference.”
    - Peter B.
    “Kaitlyn is skilled, professional, and easy to work with.”
    “I am happy working with her and confident referring her. Highly recommend.”
    - Eleni G.
    “We can recommend Sunstone with no reservations.”
    “Sunstone was very professional and an immense help in setting up our trust.”
    - Diane S.
    “I would confidently recommend reaching out to Sunstone Planning.”
    “I’m consistently impressed by the professionalism and expertise she brings to her work.”
    - Brian W.
    “A trustworthy choice who brings total peace of mind.”
    “Excellent, timely communication, thorough explanations of the process, would recommend to anyone.”
    - Grace M.
    “Hands down the best money I have spent.”
    “Kaitlyn really took the time to understand my objectives, a bit complicated, and she put my future plans in place.”
    - Amy S.

Client Resources

Our Attorneys Meet Your Legal Team

At Sunstone Planning LLC, our team of skilled and understanding legal professionals proudly provides comprehensive and efficient legal services for all clients.