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.

Lake Oswego Trust Lawyers

As families establish roots, acquire real estate, and build diverse financial portfolios throughout Lake Oswego, relying solely on a traditional will can leave an estate exposed to unintended consequences. 

In Oregon, a will does not prevent your assets from passing through the public, bureaucratic probate court system, a process that can drain estate funds, delay distributions for months, and expose your private family matters to the public record. 

To preserve privacy, retain control over asset timing, and streamline transitions, a modern trust portfolio is the standard legal vehicle.

Sunstone Planning LLC strips away the intimidation surrounding trusts. Whether you are managing lakefront property equity, looking to preserve family wealth across generations, or seeking to shield a business enterprise, we translate complex legal structures into clear, easy-to-understand strategies. 

From our nearby main office, we engineer personalized trust arrangements that provide seamless legal continuity for your heirs without the need for courtroom intervention.

Book a complimentary in-office or virtual consultation with a Lake Oswego trust attorney by messaging our firm online or calling (971) 376-7745. 

Our Services

Oregon Trusts Available to Our Clients

An effective estate plan requires a structure that mirrors your family dynamics and long-term objectives. 

We sit down with you to evaluate your circumstances so we can implement the appropriate trust for your unique needs: 

  • Revocable living trusts - The essential blueprint for modern wealth preservation. This arrangement allows you to manage and enjoy your property without interruption during your lifetime, while establishing a private, automatic transfer mechanism to your loved ones upon your passing.
  • Special needs trusts - Carefully constructed for families supporting a dependent with physical, cognitive, or developmental differences. This framework provides vital financial support for their quality of life, covering specialized therapy, recreation, and adaptive equipment, without disrupting their eligibility for means-tested public benefits like Medicaid or SSI.
  • Testamentary trusts - Embedded directly within your will, which only activates after you pass away, and the court official approves the will. These are ideal for parents who wish to specify that a trusted guardian safely manage an inheritance until their children reach specific age or maturity milestones. 
  • Irrevocable asset protection trusts - Advanced trusts used to shield your home or savings from future lawsuits, lower your state estate tax bill, or protect your assets from being entirely swallowed up by long-term nursing home costs.
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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 Next Step Toward Preserving Your Family Legacy

You have spent a lifetime building your assets and establishing your family legacy in Lake Oswego. Securing those achievements requires a legal partner who communicates transparently and treats your needs with the care you deserve. 

Let our firm handle the complexities of state trust laws so you can look toward the future with confidence.

Reach us online or at (971) 376-7745 to book your free initial consultation with a Lake Oswego trust attorney 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.