Sunstone Planning LLC

My experience at Sunstone was nothing short of amazing. Kaitlyn took the time, and put in the effort to listen to all the concerns my mother threw at her, and got through the process with ease and grace. 10/10 would recommend.

Hands down the best money I have spent. I had a trust and will in place....so I thought. I decided to have a real pro handle it. Now that it is done I feel lighter. Kaitlyn really took the time to understand my objectives, a bit complicated, and she put my future plans in place in a way that won't be a hassle to my family. THE BEST.

Sunstone was very professional and an immense help in setting up our trust. We can recommend Sunstone with no reservations.

Excellent, timely communication, thorough explanations of the process, would recommend to anyone. A trustworthy choice who brings total peace of mind through out the whole process. 5/5.

I have been working with Sunstone Planning for a couple of months and just finished my updated will/trust/etc. for when the inevitable happens. As an Oregonian, the way the laws are set up really penalize you and your beneficiaries when you die. Having an expert explain all of the pros and cons of each option made it much clearer on what needed to be done to avoid probate and minimize fees/taxes. The Sunstone Planning team answered all of my questions and collaborated with other attorneys and family members of mine to determine the best game plan for my specific situation. Because everyone's situation is different, all the more reason to hire an expert like Sunstone Planning. I would recommend them without hesitation to anyone looking for advice with their estate planning. Thank you so much, Sunstone Planning!

The attorney really impressed me. After talking with a few attorneys who seemed like they couldn't care less about my situation or bother really trying to understand it, this one did and it was just such a night and day difference.

Kaitlyn is skilled, professional, and easy to work with. She communicates clearly and makes the estate planning process straightforward, creating a sense of ease and trust knowing everything is handled well. I am happy working with her and confident referring her. Highly recommend.