Serving lake oswego & 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 Lawyers in Lake Oswego, OR

Living in Lake Oswego means enjoying an exceptional quality of life, defined by established neighborhoods, a vibrant local business community, and deep multi-generational roots. Whether you are managing family assets near the lake, looking to protect real estate equity, or organizing protections for your children, you have built a legacy worth safeguarding. 

However, true financial security requires a clear, legal framework designed to protect your assets if you face an unexpected medical crisis or pass away.

Many people defer estate planning because they assume it involves overly complex legal rules or rigid, impersonal law firms. Sunstone Planning LLC believes that preparing for the future should be an empowering, conversational, and comfortable experience. 

Serving clients throughout Lake Oswego, we translate complex estate statutes into practical, everyday strategies. We work beside you to eliminate the stress of planning, giving you the tools to shield your loved ones and keep your private family matters entirely in your hands.

Schedule a complimentary in-office or virtual consultation with a Lake Oswego estate planning attorney by contacting us online or at (971) 376-7745.

Our Services

Core Components of Your Estate Plan

A comprehensive estate plan extends far beyond a single document. It is a coordinated legal structure designed to manage your financial, legal, and medical affairs if you are no longer able to manage them yourself. 

We guide you through essential foundational pieces as needed, including:

  • Statutory wills - Drafting clear, enforceable directives that outline how your personal property, accounts, and assets should be distributed, removing guesswork for your heirs.
  • Trusts – Tailored to keep your property, investments, and family privacy out of the probate court system.
  • Guardianship designations - Establishing legally sound protections to name the individuals you trust to raise and care for your minor children if you are no longer able to do so.
  • Financial powers of attorney - Naming a trusted agent to manage your everyday financial obligations, such as paying mortgages, managing investments, or running a business, if you become temporarily or permanently incapacitated.
  • Advance healthcare directives - Outlining your explicit medical preferences and naming a healthcare representative to make treatment decisions on your behalf during a medical emergency.
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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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Speak with a Lake Oswego Estate Planning Lawyer Today

Your family and your hard-earned legacy are too important to leave to generic online templates or depersonalized law firms. No matter where you are on your personal or professional journey in Lake Oswego, our firm can deliver clear legal strategies to protect you and your family moving forward.

Message our firm online or call (971) 376-7745 to request your free initial estate planning 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.