By Todd Hartwig on May 28, 2026 Verified by Google

I have been working with Sunstone Planning for a couple of months and just finished my updated will/trust/etc. for when the inevitable happens. As an Oregonian, the way the laws are set up really penalize you and your beneficiaries when you die. Having an expert explain all of the pros and cons of each option made it much clearer on what needed to be done to avoid probate and minimize fees/taxes. The Sunstone Planning team answered all of my questions and collaborated with other attorneys and family members of mine to determine the best game plan for my specific situation. Because everyone's situation is different, all the more reason to hire an expert like Sunstone Planning. I would recommend them without hesitation to anyone looking for advice with their estate planning. Thank you so much, Sunstone Planning!

By Eleni Gerding on April 9, 2026 Verified by Google

Kaitlyn is skilled, professional, and easy to work with. She communicates clearly and makes the estate planning process straightforward, creating a sense of ease and trust knowing everything is handled well. I am happy working with her and confident referring her. Highly recommend.

By Brian Wyman on March 13, 2026 Verified by Google

I’ve had the opportunity to get to know Kaitlyn at Sunstone Planning LLC through our BNI chapter, and I’m consistently impressed by the professionalism and expertise she brings to her work. She handles wills, trusts, estate administration, and business planning, and it’s clear from the way she speaks about her work that she’s highly knowledgeable and thoughtful in her approach. Kaitlyn is particularly skilled at navigating complex family situations with care and clarity, which is so important in estate planning. I would confidently recommend reaching out to Sunstone Planning if you’re looking for guidance in these areas.

By Amy Sedgwick on January 18, 2026 Verified by Google

Hands down the best money I have spent. I had a trust and will in place....so I thought. I decided to have a real pro handle it. Now that it is done I feel lighter. Kaitlyn really took the time to understand my objectives, a bit complicated, and she put my future plans in place in a way that won't be a hassle to my family. THE BEST.

By Heather Fitzgerald on January 1, 2026 Verified by Google

My experience at Sunstone was nothing short of amazing. Kaitlyn took the time, and put in the effort to listen to all the concerns my mother threw at her, and got through the process with ease and grace. 10/10 would recommend.