Serving portland & 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.

Portland Estate Planning Lawyers

Living and working in the Portland metro area means being part of a vibrant, diverse community. Whether you own a historic home in Northeast Portland, run a local business in the Pearl District, or are raising a family in the West Hills, you have put considerable energy into building your life. 

True peace of mind means knowing that your home, your accounts, and your loved ones are completely safe if life takes an unexpected turn.

Many people avoid making an estate plan because they think it is only for the very wealthy, or they worry it will involve an abundance of confusing legal jargon. At Sunstone Planning LLC, we do things differently. 

We believe that planning for tomorrow should be simple, relaxed, and easy to understand. Serving clients all across Rose City, we help you translate complex Oregon estate laws into everyday, practical choices so you can protect what matters most.

Schedule a complimentary in-office or virtual consultation with a Portland estate planning attorney by messaging our firm online or calling (971) 376-7745. 

Our Services

Understanding Estate Planning in Portland

A great estate plan is a collection of legal tools designed to protect you, your money, and your family if you become ill or pass away. 

We guide Portland residents through the essential foundational steps, including:

  • Simple wills - Clear, written instructions that detail exactly who should receive your property and assets, making things easy for your family and preventing disagreements.
  • Trusts – These legal tools protect your assets and can bypass the public, expensive Oregon probate court system entirely.
  • Guardianship choices - Legally naming the people you trust to step in and raise your minor children if you are ever unable to care for them yourself.
  • Financial powers of attorney - Picking a trusted person to handle your daily bills, mortgage payments, or business decisions if a medical emergency temporarily sidelines you.
  • Advance healthcare directives - Outlining your personal medical preferences and naming someone to speak with doctors on your behalf during a health crisis.
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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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Discuss Your Needs with a Portland Estate Planning Lawyer

Your family and your hard-earned achievements are too valuable to leave to automated online forms or corporate law firms. Our firm provides the friendly services you need, with clear language and transparent legal help to create and update your estate plan throughout your life. 

Call (971) 376-7745 or reach out online to book your complimentary 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.