At Sunstone Planning LLC our client-centered approach helps individuals and families build lasting legacies that protect what matters most.
About Sunstone Planning LLC
Our Philosophy
We believe that creating a well thought out plan is your greatest act of care. Whether you're creating an estate plan, or forming a new business too many firms treat your legacy like paperwork. We do it differently. We take a person first approach. We turn dense documents, complex ideas, and uncomfortable conversations into easy to understand decision points. Our job is to enable you to make informed choices and we firmly believe clarity is kindness. Your story deserves to be treated with the dignity, and your plan should reflect you and your values.
Our Approach
Flat Fee
Whenever we can bill flat fee, we do. We've found this best facilitates honest and open conversations. This enables us to really get to each other without fear of billing in 6 minute increments.
Warm & Approachable Service
We take the time to understand you, your loved ones, and your goals. This allows us to explore and explain your options clearly and in context.
Transparent Guidance
We communicate honestly about what you need—and what you don't.
Quality Planning
Every client plan is thoughtfully crafted. Together we honor your values and strengthen the financial foundation for your loved ones. We invest deeply in learning best practices to ensure your plan benefits from the latest in planning techniques.
your local team of experts Why Work With Us? Here's Why!
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People-First PlanningYour 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.
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Clear Guidance, Confident DecisionsWe simplify complex legal concepts into clear, practical choices, giving you the confidence to make informed decisions every step of the way.
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Transparent Pricing, Honest ConversationsWhenever possible, we offer flat-fee pricing so you can focus on the conversation—not the clock. Honest guidance comes without surprise billing.
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Thoughtful Plans Built to LastEvery plan is carefully tailored to protect your family, honor your values, and reflect the latest estate planning best practices.
About
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Meet Kaitlyn MetscherKaitlyn A. Metscher, JD, MBA
Kaitlyn brings a rare combination of legal training, business strategy, and a deep understanding of family dynamics to every project. Clients appreciate her ability to translate complex ideas into clear, and empowering choices. She believes estate planning is an act of kindness and a way to protect your values, not just your valuables. She's ready for your outdated plan, businesses built on handshakes, and 'it's a long story' family lore.
Fun Facts: She is a serial entrepreneur. She paid for her undergraduate degree with an online e-commerce business she started at thirteen. As a teenager she ran her own Christmas Tree and Pumpkin Patch lots.
She was a founding member of a non-profit in Portland, OR and currently serves on the boards of many more.
She has been in the estate planning and administration field for over nine years and in almost every role from paralegal to attorney.
She has presented at numerous national conferences about estate planning for blended families and has been recognized as a leading scholar on polyamorous estate planning. She will be credited on a forthcoming Business Treatise from LexisNexis, and has been known to work with startup legal companies to develop their products.
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Meet Andrew StephensAndrew Stephens, JD
Andrew was born and raised in SE Portland and maintains strong ties to Tillamook County on the Oregon Coast. He earned his Bachelor's degree in Economics and Anthropology from the University of Oregon and his law degree from Willamette University College of Law.
Before joining Sunstone Planning LLC, Andrew worked extensively in family law, where he gained firsthand experience helping clients navigate complex family relationships, major life transitions, and difficult conversations. Those experiences continue to inform his estate planning practice. He understands that effective planning involves more than legal documents. It requires thoughtful conversations about family dynamics, long-term goals, and the legacy clients want to leave behind.
Having seen the emotional and financial costs of family disputes firsthand, Andrew is passionate about helping clients create plans that reduce uncertainty and prevent conflict for future generations. He believes the best estate plans not only protect assets, but also provide clarity and peace of mind for loved ones during difficult times.
Drawing on his background in economics and his love for problem-solving, Andrew enjoys helping clients create practical and efficient estate plans that protect their families, preserve their assets, and simplify future decision-making. Whether addressing tax considerations, business succession planning, or the transfer of wealth across generations, he works closely with clients to develop solutions tailored to their unique goals and circumstances.
In his free time, Andrew enjoys playing basketball and tennis, watching Blazer games, working in the garden, traveling, and catching Dead shows, even if they keep saying it's the final tour.
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Meet Sierra MyersSierra Myers, Paralegal
Sierra is a paralegal with over 7 years of experience in the Estate Planning, Trust Administration and Probate fields. She has implemented new workflow strategies, improved operations and helped clients navigate the legal field since earning her Paralegal Certification from Boston University. Sierra specializes in and is passionate about providing a personal client experience, preparing documentation, and managing the organization's day-to-day operations.
What Our Clients Are Saying
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“I would recommend them without hesitation to anyone looking for advice with their estate planning.”- Todd H.
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“You need someone knowledgeable, capable, and thorough who remains calm and keeps it simple.”- Brady W.
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“It was just such a night-and-day difference.”- Peter B.
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“I am happy working with her and confident referring her. Highly recommend.”- Eleni G.
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“Sunstone was very professional and an immense help in setting up our trust.”- Diane S.
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“I’m consistently impressed by the professionalism and expertise she brings to her work.”- Brian W.
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“Excellent, timely communication, thorough explanations of the process, would recommend to anyone.”- Grace M.
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“Kaitlyn really took the time to understand my objectives, a bit complicated, and she put my future plans in place.”- Amy S.