Have a question regarding a mutual client or questions about our process? Schedule a call with one of attorneys.

This meeting is for those who are interested in setting up an NFA firearms trust.

If you have already had a phone call or consultation then use this meeting to schedule a time to sign your Gun Trust.

All our consultations are complimentary. Meet with one of our attorneys to discuss options, get your questions answered, and begin an estate plan.

We have a fantastic and collaborative team of attorneys (Robin, David, and Lori).
Currently, David and Robin meet with all our clients for the consultation and confer with Lori to discuss best options for preparing your plan. She works closely with both Robin and David to ensure that your estate plan is comprehensive and consistent with your wishes.

At this meeting you'll discuss the details around the structure your estate plan.

This is a final walkthrough of your documents prior to signing.

You'll be signing your documents in person at this meeting!

This is the last step in finalizing your plan! You'll be meeting with our funding coordinator to align your assets with your trust.

Give us a call at (503) 928-8664 or email info@whiteoakwills.com if you have any questions beforehand.

Schedule a phone call with your attorney.

For clients who have previously created an estate plan with us. We look forward to reconnecting with you!

This consultation is for someone who recently had a loved on pass away and has questions about the probate process, and what to do next.

Are you already a probate client? Use this appointment to schedule the next meeting.

This meeting is for someone who had a loved one pass away, and that loved one had a trust.

Are you already a trust administration client? Use this appointment to schedule the next meeting.