I provide estate planning (wills and trusts) for individuals and families, as well as business planning from entity formation, management consulting to succession planning in Oregon and Washington. My work with businesses also includes one-on-one coaching through specific managerial issues, drawing on my legal and financial background, as well as decades of team management.
I work in partnership with every client, gaining a full understanding of their unique situation and needs so that we are co-creating the optimal outcome. And, as a boutique firm, I am a sole practitioner. If you choose to work with me, you’ll work only with me. Initial consultations are always free of charge.
The People We Serve
Families, Couples, & Individuals
Beginning their estate planning journey
You’re unique and your path is, too. We listen and partner to co-create an estate plan that reflects your values as well as your family structure. Whether you don’t know where to start or know exactly what you need, I will meet you where you are and guide those key decisions from our initial consultation to the delivery of the final documents, with clear communication throughout the process.
Business Owners & Managers
Seeking strategic planning guidance or support in human resources and compliance
Business owners wear all the hats, sometimes at the same time! Putting effective and efficient processes in place to run your business can help you focus on what drives success in your business.
entrepreneurs
Launching a new venture or mapping the legacy of their businesses post-retirement
Starting or ending a business can seem intimidating. We can help illuminate the path to get you where you want to go. From initial entity creation to formulating an exit or succession plan, and what comes up in-between.
How We Work is just as important as the work itself
Our work is grounded in transparency, deep listening, and common-sense solutions as we meet life’s inevitable challenges. Together, we will map a way forward that builds confidence and achieves your goals.
My role is to listen, guide, and co-create the path to achieve your goals, whether that be an estate plan that reflects your values or seeing your entrepreneurial dream realized. I approach our work together with integrity and curiosity.
interested in working together?
Schedule a free 30 minute consultation or if you’re unsure what you need, fill out the contact form and we’ll get back to you.
This can take anywhere from an hour to two hours, depending on the complexity. At this time we’ll set a schedule for the various steps of the process and the signing date (if applicable).
03 Regular Status Updates
We’ll discuss the best mode of communication and frequency.
If that’s the case, sign up for our quarterly newsletter for updates and useful information in estate planning and business law.
goes above and beyond
Amanda answered all of our questions clearly and patiently—and I had a million of them! She is very knowledgeable and is comfortable saying she doesn’t know the answer to a question, but will be happy to research it. For me, this is most important because I don’t expect anyone to know everything, but I do wish for legally sound answers to our questions. She was very generous with her time, often going beyond the call of duty. My husband and I have both very much enjoyed working with Amanda. She has an easy-going, quick-to-smile and laugh personality which put me at ease on many occasions."
Jennifer A.T.
top of the list
Amanda was 100% competent, informative, knowledgeable about all aspects of my questions and she went above and beyond volunteering information that I would never have thought of to ask her. That made our consultation even that much better! Over my lifetime I have had many meetings with various lawyers regarding my legal matters and Amanda is at the top of the list as far as I’m concerned period. On a 10 star rating I give her 11 stars.
William
patient and friendly
Amanda was very patient, friendly and answered all my questions. She explained everything in language I could understand. I am really grateful for her time.
Kanchan
Wonderfully informative
I was nervous about meeting with a lawyer, but Amanda made me feel so comfortable! Wonderfully informative in a relaxed manner that put me at ease. Amanda is fantastic!
