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Have a question or ready to get started? Send a message and share the details.
We'd love to hear from you.
Have a question or ready to get started? Send a message and share the details.
Office Hours
- Mon - Fri9AM – 5PM
- SaturdayClosed
- SundayClosed
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Common Questions
What types of estate planning services do you offer?
We help with wills, trusts, powers of attorney, advance health care directives, and probate support.
Do you meet with clients virtually?
Yes. Consultations are available by appointment and can include virtual meetings when that is more convenient.
Can you meet in my home?
In-home meetings may be available by appointment depending on the circumstances and location.
What should I bring to my first consultation?
If you have existing estate planning documents, bring them with you. It also helps to note your main goals, questions, and any people you want to be involved in your plan.
Do you help with probate matters?
Yes. We provide probate guidance for families who need help understanding the process and next steps after a loved one has passed.
Can you help if I already have a will or trust?
Yes. We can review your current documents and help you decide whether updates or new planning steps make sense.
How do I know whether I need a will or a trust?
That depends on your goals, assets, and family situation. We can talk through the differences and help you understand which approach may fit your needs.
What areas do you serve?
We serve Portland, Beaverton, Lake Oswego, Tigard, and Gresham.