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 Trust Lawyers

As you build a life, purchase a home, or grow a business in the Portland metro area, relying on a basic will might not provide the full coverage your family needs. In Oregon, a will does not keep your estate out of the public probate court system. 

If your assets pass through probate, the process can take months, cost thousands of dollars in administrative fees, and expose your private family financial records to the public. To avoid these hurdles, many local families choose to implement a customized trust.

Sunstone Planning LLC makes trust planning simple and accessible. Whether you are looking to protect a family home in Southeast Portland, secure investments for your children, or preserve a local business, we translate complex estate laws into everyday language. 

From our nearby main office, we design practical trust portfolios that keep your family matters entirely private and seamlessly transfer your hard-earned assets to your loved ones.

Get a complimentary in-office or virtual consultation with a Portland trust attorney by contacting us online or at (971) 376-7745. 

Our Services

Trust Options We Provide for Portland Families

We don’t work with rigid, automated templates. We sit down with you to understand your specific family dynamics and build the type of trust structure your situation requires:

  • Revocable living trusts - The most common tool for everyday estate protection. A living trust allows you to keep full control over your property and bank accounts during your lifetime, while setting up a private, automatic transfer to your heirs when you pass away, completely skipping the probate court.
  • Special needs trusts - Built specifically for families who care for a loved one with unique physical or developmental issues. This trust allows you to provide additional financial support for their comfort, recreation, and therapy without inadvertently disrupting their eligibility for vital government benefits such as Medicaid or SSI.
  • Testamentary trusts - Protective arrangements written directly into your will that only activate after you pass away. These are highly popular among parents who want a trusted guardian to safely manage their life savings until their children reach a specific age or maturity.
  • Irrevocable asset protection trusts - Help protect certain assets from future creditors, preserve wealth for your loved ones, and support long-term planning, including potential long-term care needs.
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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 Toward Securing Your Family's Path

You have worked hard to build your life and establish your roots in Portland. Securing those achievements shouldn't be stressful or confusing. Let our firm manage the technical details of Oregon trust laws so you can focus on your family and look toward the future with security.

Call (971) 376-7745 or reach us online to schedule your free initial consultation with a Portland trust lawyer 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.