Serving Beaverton, OR & 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.

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Estate Planning Firm in Beaverton, OR

Plain-English Estate Planning with Flat-Fee Pricing Whenever Possible

You have worked hard to build your life, your family assets, and your business in the Pacific Northwest. Protecting them shouldn’t feel stressful or confusing. At Sunstone Planning LLC, we break down complex legal concepts into clear, practical guidance tailored to your family, your goals, and your values.

Our person-first approach helps individuals, families, and business owners in Beaverton make informed estate-planning decisions with confidence. We offer flat-fee pricing whenever possible and serve clients on both sides of the Columbia River, licensed in both Oregon and Washington.

From our main office in Beaverton, we provide transparent estate planning and trust administration in Washington County, Portland, Hillsboro, and the surrounding Portland Metro area, including Vancouver, WA.

Schedule a complimentary consultation or free estate plan review. Reach us online or call (503) 300-2593 to meet with our Beaverton estate planning attorney in our office or virtually.

Why Beaverton Families Choose Sunstone Planning LLC

Choosing an estate planning attorney comes down to whether the attorney explains things clearly, whether pricing is transparent, and whether the plan reflects your life. At Sunstone Planning LLC, we built our practice around those priorities.

We take time to understand each client’s family, goals, and values before developing any planning recommendations. We explain legal concepts like revocable living trusts, durable financial powers of attorney, and advance directives in plain terms so you can make decisions without pressure or confusion.

Many people put off estate planning because they dread dense legal documents or worry about unpredictable billing just for asking a question. We offer flat-fee pricing whenever possible so you know what to expect, and free estate plan reviews for clients who want a second look at an existing plan.

Principal Attorney Kaitlyn Metscher has more than 10 years of estate-planning experience, having worked as a legal assistant, then an estate-planning paralegal, and now as an estate-planning attorney. That background means she understands how plans are built and administered from the ground up. We are licensed in both Oregon and Washington, serving clients on both sides of the Columbia River.

Our client commitments:

Warm, approachable guidance that treats you as a person, not paperwork
Clear explanations of documents and decisions
Flat-fee pricing whenever possible
Free estate plan reviews
Licensed in Oregon and Washington
Personalized plans that reflect your family circumstances and goals

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Our Services

Estate Planning Documents for Beaverton Individuals & Families

A complete estate plan typically involves several coordinated documents, each addressing a different set of decisions. Understanding what each one does helps you arrive at a consultation with the right questions.

Planning for Property & Family

A will states how your property should be distributed after death, identifies a personal representative to manage the estate, and can nominate a guardian for minor children. It is the foundation of most estate plans and the starting point for clients who have never formalized their wishes.

A trust appoints a trustee to manage property during your lifetime and after your death. When properly structured and administered, trust-held assets may avoid the Oregon probate process. Trust funding, the process of transferring assets into the trust, is a critical step that we help clients navigate as part of the planning process.

Planning for Incapacity

A durable financial power of attorney authorizes a trusted person to manage your financial matters during your lifetime, including if you become unable to do so yourself. It ends at death, making it a complement to, not a substitute for, a will or trust.

An Oregon advance directive records your health care wishes and appoints a health care representative to make medical decisions when you can’t make them personally. Together with your financial documents, these incapacity planning documents are intended to give your chosen people clear authority to act on your behalf.

We help clients in Beaverton and across Washington County create and coordinate these documents so the plan reflects their goals and family circumstances, and we offer estate plan reviews for anyone who wants to assess what they already have.

Oregon Probate & Keeping Your Plan Current

Oregon probate is a court-supervised process that involves collecting a decedent’s assets, paying debts, accounting for the estate, and distributing property under a will or under state intestacy law if no valid will exists. Depending on the assets involved, probate can take time and involve court costs.

Some assets may transfer outside probate through joint ownership, beneficiary designations, or trust ownership, depending on how the governing documents and account structures are set up. How those pieces interact matters, and we consider them together rather than treating each document as an isolated form.

An estate plan that made sense when you signed it may not reflect your situation after a marriage, divorce, the birth of a child, or a death in the family. We help clients in Beaverton review and update their plans as family circumstances, assets, and goals change. A free estate plan review is a practical first step if you’re unsure whether your existing documents still align with your wishes.

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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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Rooted in Beaverton. Serving Families across Oregon & Washington

Whether you’re looking to build your first will, organize a living trust, or review an existing plan, our firm provides transparent, personalized guidance at every step. We work with clients across the Portland Metro area and on both sides of the Columbia River, and we offer in-person and virtual consultations so getting started is straightforward.

Message our firm online, call (503) 300-2593, or get started by scheduling your complimentary 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

“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

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Jun 14, 2026 Ultimate Taxable Estate and Gifting Guide
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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.

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