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1314 NW Irving St #301, Portland, OR, 97209, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I highly recommend White Oak Wills and Trusts, LLC. Kaitlyn Metscher listened to my goals and patiently guided me through all the steps to create my estate plan. Kaitlyn has a very accessible approach and thoroughly explained each step. I feel confident that my loved ones will be well cared for.
Highly recommend. Super helpful, efficient, and professional, not to mention affordable! They helped us dot all the i’s and cross all the t’s for a will & living trust quite efficiently and I was able to ask questions and get clear simple answers.
This firm has put into place a streamlined and efficient process for a largely unpleasant task. I have a garden-variety use case, and all the questions I had were entirely covered, while it is apparent that both flexibility and expertise are available for more complex estates. Especially valuable is the flat-fee pricing, as opposed to billable hours, removing any stress around ensuring all bases are covered. The staff on every phone call and meeting were friendly and knowledgeable, and I so appreciated that Robin brought her... read more
My experience with White Oak to create my Trust was terrific. David Scott thoroughly explained each step of the process as we developed this document. It was extremely thorough and included instructions for others to take over my affairs, assets, etc. when the time comes. In addition, Kayla dealt with all the financial aspects including sending documents to my financial accounts/advisors to incorporate the Trust. I definitely recommend this firm for estate planning needs.
White Oak Wills & Trusts, LLC has a 4.5 star rating with 31 reviews.
White Oak Wills & Trusts, LLC is open now. It will close at 5:00 p.m.
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