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. She points out that the most rewarding aspect of her estate planning practice is providing clients with comfort and peace of mind through a well-structured estate plan. With the right plan in place, individuals can ensure their loved ones are cared for, their property passes according to their wishes, and their tax planning objectives are achieved. This not only gives clients reassurance but also eases the burden on family members left behind, knowing their loved one prepared in advance.

She often advises clients not to attempt their own legal work. Over the years, she has seen that when people cut corners by using online tools or generic forms, mistakes are almost always made. These errors may include failing to execute beneficiary designations properly, neglecting to provide for minor or disabled beneficiaries, or overlooking important tax planning considerations. She emphasizes that establishing a comprehensive estate plan is a worthwhile investment—not just for the individual, but for their family as well. Without it, families are left to face unnecessary administrative challenges and expenses after a loved one’s passing.