Serving vancouver & 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.

Vancouver Estate Planning Lawyers

Living and working in Vancouver and the broader Clark County area means being part of a thriving, rapidly growing Pacific Northwest community. Whether you own a family home near Fishers Landing, run a local business downtown, or are establishing long-term roots in Southwest Washington, you have dedicated your energy to building a secure life. 

True peace of mind means knowing that your property, your financial accounts, and your loved ones are fully protected if life takes an unexpected turn.

Many people defer creating an estate plan because they worry it will involve confusing legal jargon, complicated paperwork, or unpredictable hourly bills. 

Sunstone Planning LLC believes that preparing for tomorrow should be simple, relaxed, and easy to understand. Serving clients all across Vancouver, we help you translate complex Washington state estate laws into practical, everyday choices so you can secure your legacy.

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

Our Services

The Core Tools of a Comprehensive Estate Plan

A great estate plan is a collection of legal tools designed to look after your health, your money, and your heirs if you pass away or face a sudden medical crisis. 

For our Vancouver clients, we assemble customized plans that include both foundational protections and targeted trust structures.

Foundational Protections

  • Statutory wills: Clear, written instructions that detail who should receive your personal property and assets, making things easy for your family and preventing future disagreements.
  • Guardianship designations: Legally naming the individuals you trust to step in and raise your minor children if you are ever unable to care for them yourself.
  • Powers of attorney: Selecting 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 explicit medical and end-of-life preferences while naming a trusted healthcare representative to speak with medical professionals on your behalf.

Tailored Trust Solutions

A standard will does not prevent your estate from entering the public, expensive Washington probate court system. 

We routinely build customized trusts to keep your private matters completely out of court, such as:

  • Revocable living trusts - A highly effective tool that allows you to keep full control over your property and accounts during your lifetime, while setting up a private, automatic transfer to your heirs when you pass away, skipping probate.
  • Special needs trusts - Carefully constructed for families supporting a dependent with physical or cognitive differences, allowing you to fund their lifestyle and comfort without accidentally disrupting their eligibility for vital government benefits like Medicaid or SSI.
  • Testamentary trusts - Protective arrangements written directly into your will that only activate after you pass away, ensuring a designated trustee safely manages your life savings until your children reach a specific age threshold.
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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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Complete Support Through Trust Funding

A trust can only protect the assets that are legally placed inside it. Many traditional firms operate as document factories; they draft the trust paperwork, hand you a stack of papers, and expect you to handle the complicated process of moving your real estate and bank accounts into the trust on your own. 

Sunstone Planning LLC stays by your side through the critical trust funding process, walking you through updating your local Clark County real estate deeds, aligning your bank accounts, and re-registering your investment portfolios so your plan functions correctly.

Talk to a Vancouver Estate Planning Lawyer Today

Your family and your hard-earned achievements are too precious to leave to cookie-cutter online forms or law firms that charge you for every phone call. Our firm has built a reputation for friendly, easy-to-understand, and skilled estate planning. 

Whether you are just getting started or need to update an existing plan, Sunstone Planning LLC provides the competent and transparent legal services you deserve. 

Call (971) 376-7745 or contact us online to book 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.