Karen B. Dawson

I worked with Karen to create a trust. The whole process was efficient, easy to understand, and thorough. She and her team listened to my needs and we got it right the first time, without any need for significant changes. I also learned about (and implemented) some planning directives I wasn't previo...usly familiar with, such as the Advance Directive for Dementia. Overall this was a great experience, even though it can involve some difficult choices.

Karen Dawson is excellent to work with. Her preplanning materials for our wills and trust were easy to fill out. We have put this off for years believing it was going to be super complex but she made it easy. She was also very patient through my endless questions and she asked us questions to clarify... our thinking. Her final package was thorough and gave us a step-by-step of next actions. We could not have done this without her. We highly recommend her for wills and trusts.

Karen is wonderful to work with. She clearly explains the process and laws of estate planning in Oregon, especially since it is unfamiliar territory for us. She is thorough and offers council when we needed specific guidance, but never directly told us what decision we should make, especially in reg...ards to end of life care and decisions. We hired her specifically for estate planning, writing our wills, and establishing trusts. It can be a very daunting task, since we have never had to face the reality of planning for the future after our deaths, but Karen's process is very smooth and reassuring. We enjoyed working with Karen's calming demeanor and vast knowledge of the law surrounding trusts and estate planning. We highly recommend her!

Karen helped us understand the purpose of a Trust (and found out some of our assumptions about Trusts were not correct). We also took care of our Wills and Advance Directives at the same time. We feel more confident our wishes will be carried out with the Trust created. It will also help our Succe...ssor Trustees maneuver the paperwork after we leave this fine world. Colleen, Karen's associate, is so delightful and helpful. Karen and Colleen both made us feel welcome and comfortable in their office.