About Our Firm

Protecting Oregon families and preserving legacies since 1999.

OUR STORY

Built on Trust, Guided by Experience

Founded in Portland, Oregon, Oregon Wills and Trust Planning was established with a simple mission: to make estate planning accessible, personal, and thorough for every Oregon family.

For over 25 years, our attorneys have guided thousands of families through the process of creating wills, trusts, and comprehensive estate plans. We believe that estate planning isn't just about legal documents — it's about understanding your family's unique needs and building a plan that reflects your values.

What sets us apart is our commitment to clarity. We explain every option in plain language, answer every question with patience, and stand by your side as your life evolves. Your plan should grow with you, and we're here to make sure it does.

25+ Years

Serving Oregon

What We Stand For

Client-First Approach

Every plan begins with listening. We take the time to understand your family, your concerns, and your goals before recommending a single document.

Clarity & Transparency

No legal jargon, no hidden fees. We explain every step in plain language and use flat-fee pricing so you always know what to expect.

Deep Oregon Expertise

Oregon's estate and probate laws are unique. Our attorneys have decades of experience navigating the specific legal landscape that affects your family.

Lasting Relationships

Estate planning isn't a one-time event. We build long-term relationships, reviewing and updating your plan as your life changes.

Meet Our Attorneys

Experienced Oregon estate planning attorneys dedicated to your family's future.

Sarah Mitchell

Senior Estate Planning Attorney

Sarah has spent over two decades guiding Oregon families through the complexities of estate planning. Her practice focuses on crafting comprehensive plans that protect assets, minimize tax exposure, and honor each client's wishes. She is known for her patient, plain-language approach and her ability to make even the most complex plans feel approachable.

WillsTrustsProbate

Oregon State Bar No. OR-198432

J.D. — University of Oregon School of Law, 1999

B.A., Political Science — University of Portland, 1996

David Chen

Estate Planning Attorney

David brings a sophisticated understanding of business law and tax strategy to his estate planning practice. His clients include business owners and high-net-worth individuals who need thoughtful succession planning and asset protection structures. David is a frequent speaker at Oregon State Bar continuing education programs.

Asset ProtectionTax PlanningBusiness Succession

Oregon State Bar No. OR-203817

J.D., Tax Law — Lewis & Clark Law School, 2005

B.S., Finance — Oregon State University, 2002

Rebecca Torres

Associate Attorney

Rebecca joined the firm after several years working as a healthcare advocate, giving her a uniquely personal perspective on incapacity planning and elder law. She is dedicated to ensuring that vulnerable individuals and their families have the legal protections they need, and she takes special care to explain every step of the process with clarity and compassion.

GuardianshipHealthcare DirectivesElder Law

Oregon State Bar No. OR-219065

J.D. — Willamette University College of Law, 2014

B.S., Public Health — Portland State University, 2011

25+Years of Experience

5,000+Families Served

98%Client Satisfaction

8Practice Areas

Ready to Protect Your Family's Future?

A $250 consultation where you will meet directly with an experienced attorney who will take the time to understand your family, your goals, and help you create a plan tailored specifically to your situation.