Estate Planning Attorney, Portland

Protecting the people and things you care about.

We make getting your questions about wills and trusts answered, easy and fun.

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Lori’s ability to facilitate conversations around difficult topics made our experience both productive and enjoyable. We are confident our desires will be carried out because of her help and expertise.

– A.B.

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Professional, organized, helpful. You are all fantastic! Compassionate and attentive to all of my needs. Thank you!

– L.A.

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The care and focus of the estate planning was always motivated by the ‘why’. ‘Why is this important to you?’ That is special and maintains the clearest of goals for the future.

– A.N.

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Trusted Estate Planning Lawyer, Portland

Our Mission

Welcome to White Oak Wills & Trusts, LLC, your trusted partner in planning and managing your assets and affairs for the future. Based in Portland, our dedicated team is experienced in providing comprehensive estate planning services to ensure your wishes are honored and your loved ones are protected.

At White Oak Wills, we believe that everyone deserves a high-quality estate plan that will meet their unique needs. Our team has years of experience working with families to create personalized plans that consider their future goals and concerns. Whether you need a simple will or a comprehensive plan that includes powers of attorney, guardianships, and trusts, our team can help you develop a plan that aligns with your goals and ensures that your loved ones will be well cared for.

With our personalized and accessible approach, we take the time to listen to your unique needs and goals, tailoring our services to provide you with peace of mind and confidence in your estate plan. Let us help you navigate the complexities of estate planning and empower you to make informed decisions for the future.

Meet Our Attorneys

Our team is the driving force behind White Oak Wills & Trusts, LLC. We comprise a small team of talented professionals with diverse skills and experience. We know that estate planning can be complicated, so we strive to make the process as friendly as possible for our clients.

We take the time to get to know you and understand your family’s unique needs to create a customized plan that meets those needs. We love what we do, and we do it with passion. Our professional legal team includes:

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Lori McLaughlin Beight

Lori attained her first undergraduate degree in International Business from Linfield College, where she graduated magna cum laude. She then earned a law degree from Willamette University with honors in Business Lawyering, Clinical Practice, and Negotiation.

Anchored by business law and diverse experience in business administration, public relations, and marketing, Lori assists clients through personal and financial choices in estate plans. She’s an amazing attorney, doing what she loves when she comes to work. She helps clients plan how to manage their assets and provide for their families. Some of the Lori’s membership accolades include:

  • Oregon State Bar
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Robin C. Trueworthy

She then earned her law degree from Washington University and was inducted into the Order of the Coif. She practiced law in St. Louis and Seattle before moving to Oregon to practice estate planning law.

Some of Robin’s memberships include:

  • Oregon State Bar
  • Oregon Women Lawyers
  • Multnomah Bar Association
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    David J. Scott

    David has an undergraduate degree in Political Science with minors in History and Business from the University of Oregon. He also has a law degree from Willamette University. His skills in clinical law have enabled him to practice estate planning matters for many clients.

    His solidified experience saw him open his solo estate planning practice after obtaining a licensure in Oregon. His desire to practice as an estate planning attorney continued as he joined a Portland area firm before finally joining White Oak Wills & Trusts, LLC. Some of his memberships include:

    • Oregon State Bar
    • Multnomah Bar Association
    • Member-at-large, New Tax Lawyer Committee of the Oregon State Bar

      Why Choose Us?

      Choosing an experienced estate planning attorney in Pacific Northwest can help you ensure your wishes are fulfilled. White Oak Wills & Trusts, LLC offers an opportunity for you to get to know us and for us to understand your goals.

      When you choose our law firm, you choose legal services with a proven track record and a commitment to excellence. Here’s why we stand out among other estate planning law firms in Portland:

      Experience

      With years of successful practice, our team brings reputable experience to the table. We’re proven professionals at helping create rock-solid estate plans and ensuring asset protection.

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      Passion

      Every estate plan is unique, and we pride ourselves on creating a customized plan specific to you. We understand family law to treat your case confidently, diligently, and respectfully.

      Strategy

      We ensure that the estate is dealt with smoothly and in an organized manner. We can assist you in drafting your plan or modifying your existing plan as needed. We create an estate planning solution tailored to meet your estate planning goals.

      Proven Results

      Our testimonials from satisfied clients reflect our dedication to achieving positive outcomes.

      Protecting the People and Things You Care About

      Estate Planning Handout with fees, information about estate planning, and about us!

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      Our Practice Areas

      Our estate planning attorneys advise clients on the following:

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      Trust-Based Planning and Trust Amendments

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      Probate and Trust Administration

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      Gun Trusts

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      Will-Based Planning

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      Conservatorships and Guardianships

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      Protective Proceedings

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      Will Codicil/Amendments

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      Power of Attorney

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      Medical Directives (HIPAA, Advance Directives)

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      Small/Simple Estate Affidavit

      Our goal is to assist our clients in creating a well-planned estate that reflects their values and goals. We cover various services at White Oak Wills & Trusts, LLC, Portland, to meet the client’s legal needs. Our services include, but are not limited to:

      Wills

      These legal documents outline your wishes on asset distribution upon death. Some of the information we include when developing your will includes:

      • Who inherits your property?
      • Who serves as the executor of your estate?

      Trust Administration

      Trusts are arrangements in which you transfer your assets to a trustee for them to manage them as per the instructions laid down in the trust document. We assist clients in creating trusts and managing the inheritance to:

      • Preserve assets for beneficiaries with special needs.
      • Protect the interests of a minor beneficiary.
      • Benefit children or grandchildren.

        Powers of Attorney

        This legal document authorizes an individual to manage their financial affairs in the event of incapacitation due to factors such as age or illness.

          Guardianships

          They refer to legal relationships in which a person assumes responsibility for the welfare of someone unable to care for themselves. 

            Healthcare Directives

            It is a document allowing a person to specify medical care they wish to receive in case of an illness or personal injury. We help develop the directives and ensure your healthcare needs are executed as per your wishes.

            Executor Assistance

            In the aftermath of a loved one’s death, an executor carries out the wishes of the deceased as needed. At White Oak Wills & Trusts, LLC, we assist with administrative tasks, including:

            • Estate settlement
            • Managing assets
            • Resolving probate issues

              Our Process

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              Gather Info

              Confidential Questionnaire

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              Consult

              Elicit goals and concerns

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              Design

              A comprehensive plan

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              4 img u min

              Align

              Assets with trusted advisors

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              Maintain

              And refine plan as your life evolves

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              Administer

              The plan, and advise decision-makers

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              Peace of Mind

              At White Oak Wills, our commitment extends beyond the creation of estate plans: we strive to provide ongoing support and guidance as your circumstances evolve. By fostering a relationship built on trust and understanding, we aim to ensure that your estate plan remains a dynamic and effective tool that adapts to the changing needs of your family over time.

              Download Our Guide

              To learn what influences the cost of a flat-rate plan, what is included, and when a trust-based plan might be recommended.

              Our Video Library

              Our Blog

              The Importance Of Keeping Your Will And Trust Up-To-Date

              The Importance Of Keeping Your Will And Trust Up-To-Date

              Why Updating Your Will and Trust is Essential for Your Family's Future Creating a comprehensive estate plan takes a lot of time and effort, and once it's complete, you'll feel a tremendous weight lifted from your shoulders. Securing your legacy is a huge...

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              Contact Top Attorneys at White Oak Wills & Trusts, LLC

              At White Oak Wills & Trusts, LLC, we understand the importance of careful planning to safeguard your assets and fulfill your wishes in the event of death or incapacity. Whether you need assistance drafting wills, establishing trusts, understanding estate taxes, or setting up powers of attorney, our experienced attorneys are here to guide you through the process with compassion.

              Begin crafting your estate plan with reputable lawyers practicing estate planning. Call White Oak Wills & Trusts, LLC today or submit the contact form online. Our estate planning lawyers help develop strategies to produce estate plans per your requirements.

              Schedule a free consultation at our law office to take the first step towards securing your legacy and protecting your loved ones.

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              Address

              1314 NW Irving St #301, Portland, OR 97209, United States

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              Open Hours

              Weekdays :  8am to 5pm
              Weekend   :  Closed

              Schedule Your Free Consultation Now!

              The majority of our meetings can be conducted via video meeting, or phone.