Start Estate Planning at Home
Expedite your estate planning process by downloading The Oklahoma Estate Planning Starter Kit. After seeing so many clients deal with a probate of 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.
The Value of Estate Planning
Estate planning is about more than simply creating a will.
It’s your roadmap for what happens if you become incapacitated or pass away.
An estate plan allows you to:
- Choose who will care for your children
- Decide who receives your assets
- Avoid probate of an estate, unnecessary taxes, delays, or court involvement
- Protect your family from stress and conflict
Without a plan, the state makes these decisions for you. Completing the estate planning process is a worthwhile investment to ensure your assets and loved ones are protected even after you pass.
What’s Provided in This Starter Kit
We know that sometimes the hardest part is simply getting started. Our starter kit is meant to make that first step (and the following steps) a little bit easier.
In the starter kit, you can expect to find…
We start the workbook by teaching you what an estate plan is and why it’s important!
After establishing the importance of completing an estate plan, we teach you about what probate is and how to avoid probate on an estate.
Estate planning comes with jargon. We define a number of words commonly used in our line of work! We also take time to address some common pitfalls to avoid.
The bulk of the starter kit is dedicated to providing you with a step-by-step guide to the estate planning process, preparing you from even before your consultation.
We welcome any and all questions you may have! However, we do go ahead and answer a few common questions to give you peace of mind.
To round it out, we give you the best next steps and how to work with our team!
Our Estate Planning Services
We firmly believe that everyone needs an estate plan, and we strive to make it as simple as possible with upfront pricing and a streamlined process.
Once you complete The Oklahoma Estate Planning Starter Kit, your next step is to work with an attorney to ensure you have all the correct information and put it into a proper estate plan.
Our team at Unruh & Co. can help you, regardless of how complete your workbook is! We’re here to help you not only avoid a probate, but to also plan your future with confidence!
Our estate planning services include:
- Last WIll & Testament
- Last Will & Testament with Testamentary Trust
- Revocable Living Trust
Your Trusted Advisor
We know estate planning is an investment.
You want to know that you’re in good hands when future planning for your family.
Brooke Unruh and the team at Unruh & Co. thrive on details and clear communication. We are intentional, empathetic problem solvers, dedicated to making the estate planning process efficient and low stress.
We work closely with you to ensure every detail is covered and that you always know what’s happening every step of the way.
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.
Get the Kit
The best time to start your estate plan is today.
Download The Oklahoma Estate Planning Starter Kit, get to work, and reach out to us to get a consultation on the books.
