Serving hillsboro & 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.

Hillsboro Trust Lawyers

As families grow, real estate values rise, and local businesses expand throughout Hillsboro, standard estate planning documents like a basic will are often insufficient on their own. While a will outlines your final wishes, it offers no protection against the public, costly, and time-consuming Oregon probate court process. 

To maintain complete privacy, retain control over how your wealth is managed, and protect your beneficiaries from unnecessary administrative burdens, a customized trust is often the most effective legal solution.

Sunstone Planning LLC demystifies the trust-building process for the Hillsboro community. Whether you are a tech professional looking to manage complex corporate equity, a homeowner seeking to secure a residential property near Amberglen, or a parent protecting a child with unique needs, we translate complex trust laws into plain, everyday English. 

From our nearby main office, we design tailored trust portfolios that provide long-term security and help keep your private family matters out of the courtroom.

Discuss your needs with a Hillsboro trust attorney during a complimentary in-office or virtual consultation by contacting us online or at (971) 376-7745. 

Our Services

Strategic Trusts Built to Match Your Specific Needs & Circumstances

We do not believe in rigid, one-size-fits-all legal templates. 

We sit down with you to explore your unique dynamics and implement the exact type of trust required to achieve your objectives:

  • Revocable living trusts - The foundation for most estate plans. A living trust allows you to retain full control over your assets during your lifetime while establishing a seamless, private transfer to your heirs immediately upon your passing, bypassing the probate system.
  • Special needs trusts (supplemental needs trusts) - Engineered specifically for families caring for a loved one with physical or developmental differences. This trust funds a beneficiary’s lifestyle, therapy, and recreation without jeopardizing their eligibility for vital government programs like SSI or Medicaid.
  • Testamentary trusts - Structures built directly into a last will that activate only after you pass away. Parents frequently use these to ensure that a designated trustee safely manages an inheritance until minor children reach a specific age or maturity level.
  • Irrevocable asset protection trusts - Permanent trusts used to shield your home or savings from lawsuits, lower your long-term tax bills, or protect your assets if you own property or businesses in both Oregon and Washington.
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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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Take the First Step. Discuss Your Needs with a Hillsboro Trust Attorney.

You have spent a lifetime building your family wealth and establishing your roots in Hillsboro. Protecting that legacy requires a sophisticated yet clear legal strategy designed by professionals who communicate openly and care about you and your family. 

Let Sunstone Planning LLC handle the technicalities of Oregon and Washington trust laws so you can focus on enjoying the future with peace of mind. 

Message our firm online or call (971) 376-7745 to schedule your complimentary trust consultation today. 

  • 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.