Portland, OR estates & probate attorney Sara Winter talks about the most rewarding aspect of her practice and shares her most common piece of advice to clients. One of the most rewarding aspects of estate planning is the ability to provide clients with comfort and peace of mind. A well-crafted estate plan allows individuals to care for their loved ones after they pass, ensure that their property is distributed according to their wishes, and achieve tax planning goals. This not only brings clients a significant sense of relief but also lessens the burden on family members who are left behind, knowing their loved one had thoughtfully planned for the future.

A common piece of advice given to clients is to avoid handling their own legal work. Experience shows that when people try to save money by using online tools or generic forms, mistakes are frequently made. These mistakes can be as straightforward as neglecting to execute a beneficiary designation, failing to provide for minor or disabled beneficiaries, or overlooking tax planning opportunities. Clients are encouraged to view a comprehensive estate plan as a wise investment—not only for themselves but also for their families. Without proper planning, errors can lead to additional administrative hassle and costs for family members after they are gone.