The legal team at White Oak Wills & Trusts LLC has years of experience helping clients with estate planning issues.
PORTLAND, OR, February 23, 2024 /24-7PressRelease/ — Lawyers at White Oak Wills & Trusts LLC believe that everyone deserves a high-quality estate plan that will meet their unique needs. Their Portland, Oregon, legal team has years of experience working with families to create personalized plans that take into account their goals and concerns for the future. They’re licensed to work in all of Oregon so they can help you even if you don’t live in the Portland Metro area.
The law firm offers a wide range of services to suit the needs of every client, including wills, trusts, powers of attorney, guardianships, and health care directives. They do tax planning, legacy planning, special needs planning, and specific asset plans such as life insurance trusts and gun trusts.
“Our goal is to assist our clients in creating a comprehensive estate plan that reflects their values and goals for the future. Every estate plan is unique, and we pride ourselves on creating a customized plan specific to you. We understand that estate planning can be a complicated process, and we strive to make the process as easy as possible for our clients. At White Oak Wills & Trusts LLC, our commitment extends beyond the creation of estate plans; we’ll meet with you every three to five years to review your plan and make adjustments. When the time comes, we’ll also be there to help your loved ones carry out your wishes. We take the time to get to know you and understand your family’s unique needs so that we can create a customized plan that will meet those needs. By fostering a relationship based on trust and understanding, we ensure that your estate plan remains a dynamic and effective tool that adapts to the changing needs of your family over time. We are transparent and fair. There are no hidden fees or surprises—just reliable and affordable options to secure your family’s future. We love what we do, and we do it with passion. Clients frequently report that not only did they get peace of mind from knowing they had a plan in place, but the process was more fun than they expected! Our initial consultation is always free. This is an opportunity for you to get to know us and for us to better understand your goals,” said the spokesperson for White Oak Wills & Trusts LLC.
White Oak Wills & Trusts LLC is a small team of talented professionals, including Lori McLaughlin Beight, Robin C. Trueworthy, and David J. Scott, among others. They all have a wide range of skills and experience.
Lori McLaughlin Beight received her undergraduate degree in International Business from Linfield College and graduated magna cum laude. She has prior experience in business administration, public relations, and marketing and managed both for-profit and not-for-profit entities for over ten years prior to attending law school.
She earned her law degree from Willamette University, with honors in Business Lawyering, Clinical Practice, and Negotiation.
Robin C. Trueworthy received her undergraduate degree from Wellesley College, graduating cum laude with a focus on English Literature and Geology. She received her law degree from Washington University in St. Louis, where she was inducted into the Order of the Coif. She practiced law in St. Louis and Seattle before taking time off to raise children and volunteer. She returns to the practice of law in Oregon.
David Scott received his undergraduate degree in Political Science with minors in History and Business from the University of Oregon. He received his law degree from Willamette University, where he participated in the estate planning clinic. He later joined a larger Portland area firm where he continued to practice estate planning prior to joining White Oak Wills & Trusts.
White Oak Wills & Trusts LLC is located at 1314 NW Irving St, Unit 301, Portland, OR 97209. You can contact them via phone at (503) 928-8664 to schedule a free complimentary consultation. Online inquiries can be submitted by filling out a brief form on their website. Visit their website or Facebook page for additional information regarding their services.
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