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Estate planning services.

Wills, trusts, and the supporting documents Oregon families actually need.

08  ·  Practice areas Oregon-licensed By appointment Confidential
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Ten ways we protect what matters.

Every engagement starts with a two-hour consultation to design your plan. Below are the core practice areas Sarah handles directly, no junior associates, no script.
01 / Wills

Wills

A legally binding document that expresses your wishes for asset distribution and names guardians for minor children.

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02 / Trusts

Revocable Living Trusts

Flexible arrangements that help your estate avoid probate while you keep full control of your assets during your lifetime.

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Oregon Notary
03 / Authority

Power of Attorney

Authorize a trusted agent to manage your financial and legal affairs if you become unable to do so yourself.

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04 / Healthcare

Healthcare Directives

Living wills and advance directives that ensure your medical wishes are honored when you cannot speak for yourself.

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05 / Probate

Probate Administration

Experienced guidance through Oregon's probate process to settle an estate efficiently and in compliance with state law.

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06 / Guardianship

Guardianship

Legal frameworks to protect minor children or incapacitated adults, ensuring proper care and oversight.

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07 / Protection

Asset Protection

Strategic planning structures that shield your wealth from creditors, litigation, and unintended claims.

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08 / Tax

Tax Planning

Estate and gift tax strategies designed to minimize your tax burden and maximize wealth transferred to your heirs.

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09 / Agreements

Prenuptial Agreements

Oregon-enforceable agreements drafted before the wedding, setting clear expectations about what each spouse brings into the marriage.

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10 / Continuity

Business Succession

Deliberate planning for family-owned and closely-held businesses so the next generation steps in without losing momentum.

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The Importance of Planning

Why estate planning matters.

Without a plan, Oregon courts make decisions that may not reflect your wishes, about your children, your assets, and your medical care. Four reasons to start now.

i

Protect your family

Without a plan, Oregon courts decide custody arrangements and how your assets are distributed, often in ways that don't reflect your wishes.

ii

Avoid probate

A properly structured trust bypasses the costly, time-consuming, public probate process, transferring assets directly to your Beneficiaries.

iii

Minimize taxes

Strategic planning reduces state and federal estate tax burdens, preserving more of your wealth for the people and causes you care about.

iv

Plan for incapacity

Healthcare Directives and Powers of Attorney ensure decisions about your care are made by someone you trust, exactly as you would want.

Take the first step

Book a consultation.

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.

A space to be heard Oregon licensed attorney Confidential & secure