What is estate planning?
Estate planning is the legal process of ensuring your family and assets are protected after you pass or become incapacitated.
It can feel overwhelming to begin the estate planning process, but once complete, it gives you peace of mind knowing that your assets will be distributed among your loved ones with more simplicity and less drama.
We know that death and disability aren’t fun topics to think about, but having an estate plan is an incredible gift to your family because it allows them to focus on their grief and their memories instead of the legal stuff.
We Believe Everyone Needs an Estate Plan
The Value of Estate Planning
Everyone should have an estate plan in place. Even if you already have a will in place (which you should confirm is properly up-to-date), we often recommend that you invest in an estate plan as well.
A comprehensive estate plan includes…
- Power of Attorney documents for healthcare and finances
- Documents outlining your wishes for end-of-life care
- Will & trust
- Your designated beneficiary
- & more depending on your unique needs
Many people assume that if they have a written will, they are protected in the event that they are incapacitated. Unfortunately, without an estate plan, your assets may not be properly distributed to the correct people (beneficiaries). Court involvement may be required, which is often time consuming and expensive.
Last Will & Testament
Starting at $1,200 (individual), $1,700 (joint)
Includes living will, durable power of attorney, healthcare power of attorney, and HIPAA release.
Last Will & Testament with Testamentary Trust
Starting at $1,700 (individual), $2,200 (joint)
Includes everything in the Last Will & Testament plus a trust with protections for minor children.
Revocable Living Trust
Starting at $3,000 (individual), $3,500 (joint)
Full-scale estate plan with living will and medical documents plus pour-over will, transfer of primary residence to trust, transfer of business interests, and funding instructions.
Our Estate Planning Process
Schedule a Consultation
During the consultation, we’ll listen to your goals and concerns related to your estate plan and discuss the options available to meet those goals and alleviate any concerns.
Complete Intake & Planning Process
After signing the engagement letter and paying a deposit, you’ll complete the intake form to provide all necessary details. We then design a comprehensive plan for your review.
Sign & Finalize for Peace of Mind
The final step is to meet in person to sign your plan with a notary and two witnesses. This step can happen as quickly as a few weeks after we receive the details.
Our Other Legal Practice Areas
We are experts in protecting your family’s assets and peace of mind.
Regardless of your stage of life, you likely have family and property you want to ensure are protected in life’s unpredictable moments.
Estate planning and our other areas of practice do just that.
Losing a loved one is hard, and navigating the probate process can add unnecessary stress and interrupt the grief process. We walk you through each step, communicate clearly along the way, and make the process as simple as possible. We’re here to be your go-to legal support, regardless of how difficult the situation may seem.
Guardianship is an important process in protecting you and your loved one. As your guardianship attorney, we are your partner in navigating this uncertain time. Guardianship ensures that a trusted individual can manage essential matters such as healthcare, finances, and daily needs while respecting the rights and dignity of the person under care.
With extensive experience as a title examiner, we know the oil and gas industry well. We use that experience to provide legal support that helps resolve oil and gas title issues for mineral owners, working interest owners and operators. Allow us to help you protect what’s rightfully yours.
Looking for other legal help? Let us know what you need. If we can’t help, we may be able to refer you to someone who can.
Testimonials
We’ve been entrusted with the estate plans of clients across the state. It’s been our honor to provide security to so many individuals and families.
Work With Us
Schedule a Consultation
Whether via phone or email, a short consultation lets us gather the details needed to provide an estimate and next steps.
Receive Proactive Legal Support
We’ll walk you through each step of the process, whether an estate plan, probate or mineral rights question.
Move Forward With Clarity
When our work is complete, you’ll have clarity about the past, present, and future for you and your family.
The Oklahoma Estate Planning Starter Kit
An estate plan allows you to avoid probate.
After seeing so many clients deal with a probate on an estate, we knew we needed to create a resource that simplifies the estate planning process.
This workbook answers common preliminary questions, gives you space to start organizing your assets, and lists the things you need to provide to your attorney.
If you are not yet in a situation that requires probate, download The Oklahoma Estate Plan Starter Kit, get to work, and reach out to us to get a consultation on the books.
