WHITE OAK WILLS & TRUSTS LLC
https://whiteoakwills.com/
Areas of Focus: Life and Legacy Planning, Estate Administration
Licensed States: Oregon
Lori McLaughlin Beight received her undergraduate degree in International Business from Linfield College and graduated magna cum laude. She has prior experience in business administration, public relations, and marketing and managed both for-profit and not-for-profit entities for over ten years prior to attending law school. This extensive business experience lends a depth of understanding to her business advising which assisted in her later law school career. She earned her law degree from Willamette University, with honors in Business Lawyering, Clinical Practice, and Negotiation.
Lori is a third-generation Oregonian. She has four children, three of which are grown and all of which are a credit to her. She is a mid-life resident of the Pearl District after a lifetime in the suburbs and spending her childhood in a small town.
She is profoundly grateful that she gets to do what she loves every day when she comes to work. Whether it’s helping a client plan how to manage their assets and provide for their families and employees or planning a 3,000-mile family road trip for nine people over Spring Break, planning for people she cares about is her passion.
A list of future activities and interests might include a transatlantic crossing on a sailboat, a hot air balloon ride, teaching at a university, living abroad for a year, getting a Ph.D., and seeing the last of her kids to healthy and productive adulthood. If she only gets to launch the last kid successfully, that would be enough.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.