Three steps between you and a plan that does what you want it to.
No legalese. No surprise pricing. No rush. Just an Oregon-centered approach that meets you where you are and walks beside you, beginning to end.
A focused, three-stage process designed to make estate planning feel less like paperwork and more like a conversation.
Book a time that works for you and meet directly with Sarah. We take the time to understand your family, your goals, and what you need to feel secure about the future.
Together we craft a plan tailored specifically to your family, your assets, and your goals, thoughtfully structured to avoid probate, minimize Oregon Estate Tax, and protect what you've built. You'll come in and sign your documents in our office, all in one visit.
You come back for your binder pickup and walkthrough. We hand over the funding documents you take home; we retain the primary executed documents in our records. From there, we stay in touch as life keeps moving.
A focused two-hour consultation to sit with what matters most. You'll be heard in plain English, walked through the Oregon options that fit your family, and leave with a clear sense of the path forward.