Local Oregon focus Leverage their deep Oregon estate law expertise and local tax nuances (estate planning, probate, trust administration) to position services to Portland metro clients, nonprofits, and family-owned businesses seeking region-specific counsel.

Boutique with reach Small firm footprint but B Corp certified and two locations suggests high-touch, value-aligned services. Target wealth managers, CPAs, and local nonprofits seeking trusted partnerships for complex estate and nonprofit matters.

Fixed fee emphasis Highlight fixed-fee planning and flexible payment options to attract price-sensitive families and small businesses looking for transparent costs in estate planning and trust administration.

Growth through hires Recent attorney hire and rehire indicate capacity to take on more probate, trust administration, and business law matters. Use this to time outreach to clients with growing estates, family businesses, and social enterprises.

Referral network Active collaboration with CPAs, financial advisors, and wealth managers presents a clear channel for co-marketing, joint seminars, and cross-referrals to expand client intake in estate planning, nonprofit formation, and tax-exempt work.