At Sunstone Planning LLC our client-centered approach helps individuals and families build lasting legacies that protect what matters most.
Areas We Serve
Estate Planning & Business Setup Across Oregon & Washington
Preparing for the future shouldn't feel stressful or confusing. Sunstone Planning LLC is a boutique estate planning and business setup firm dedicated to breaking down complex legal jargon into clear, empowering strategies.
Rather than billing in unpredictable six-minute increments that discourage open communication, we work entirely on a transparent flat-fee basis upfront. We take the time to listen, teach, and stand by your side through every stage of the legal process.
Led by principal attorney Kaitlyn Metscher, who built her career from the ground up working as a legal assistant, paralegal, and attorney, our team brings a meticulous, comprehensive understanding to every plan we create.
Whether you are looking to build a protective living trust, navigate a complex estate administration, or establish an LLC for a new business venture, we provide the personalized, five-star care you deserve.
Request a free initial in-office or virtual consultation for your estate planning or business formation needs by contacting us online or by phone at (971) 376-7745.
The Multi-State Advantage for Pacific Northwest Clients
Legacy and business planning rarely stop at city or state lines, particularly for families living and working across the Columbia River. Because our legal team is actively licensed in both Oregon and Washington, we provide seamless, cross-border legal solutions.
From our main office in Beaverton, we proudly serve neighbors and business owners throughout the following local communities:
Beaverton - Our primary office location and home base, where we help local families, Nike/Intel professionals, and neighborhood entrepreneurs protect their assets and shield their loved ones.
Hillsboro - Partnering with tech-sector professionals and growing families in the Silicon Forest to build robust estate blueprints and custom living trusts.
Lake Oswego - Supplying high-end, detailed asset insulation and tailored trust structures for property owners and families seeking to bypass the public probate system.
Aloha & Bethany - Providing accessible, patient estate planning guidance for multi-generational families and residents.
Portland - Assisting urban professionals, creatives, and real estate investors across the metro area with comprehensive legacy mapping and trust funding implementation.
Sherwood, Tigard, & Tualatin - Empowering suburban homeowners and growing families along the Tualatin River Valley to establish foundational wills, medical directives, and powers of attorney.
Vancouver, WA - Delivering a vital, multi-state advantage for Pacific Northwest families who live in Clark County but own business assets or real estate south of the river in Oregon, or vice versa.
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.
Take the First Step Toward Peace of Mind
Your hard-earned assets and family legacy are too important to leave to generic online forms or clinical, impersonal law firms. No matter where you reside in the Portland Metro or Southwest Washington region, our firm is here to deliver clear, conversational, and compliant legal strategies that protect what matters most.
Message our firm online or call (971) 376-7745 to book your complimentary consultation with an attorney today.
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.