Estate Planning

Estate Planning in Oklahoma That Keeps Your Family Out of Court & Conflict

Estate planning isn’t just about paperwork—it’s about making decisions today that will make life easier for your loved ones tomorrow. We help families across Oklahoma create clear, customized legal plans that protect what they’ve built and the people they care about.


Whether you live in Oklahoma City, Edmond, Norman, or a nearby community, our goal is to help you avoid confusion, unnecessary court processes, and the kind of conflict that can tear families apart.

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What’s Included in an Estate Plan

More Than Just a Will

Most people think estate planning means writing a will. While that’s a great starting point, there’s much more to it. A complete estate plan often includes:


  • Last Will & Testament – Names who receives your assets and who will care for your children
  • Revocable Living Trust – Helps avoid probate and allows for easier asset management
  • Durable Power of Attorney – Appoints someone to handle your finances if you can’t
  • Advance Healthcare Directive –  Explains your wishes for medical care
  • Healthcare Proxy –  Names someone to make medical decisions for you if needed
  • Beneficiary Designations Review – Makes sure your accounts and policies match your plan


Every plan we create is tailored to your family, your goals, and your future—not pulled from a template.

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Why Estate Planning Matters in Oklahoma

Avoid Probate, Save Time & Reduce Stress

In Oklahoma, if you pass away without a will or trust, the state decides who gets your property. That means your spouse, kids, or chosen family members might not be protected the way you intended. Even with a basic will, your family may still have to go through probate court—a public, expensive, and time-consuming process.


With the right plan in place, you can:


  • Help your family avoid probate
  • Prevent unnecessary legal fees
  • Name trusted guardians for your children
  • Choose who will handle your finances or healthcare if you can’t
  • Ensure your wishes are followed without confusion or delay


We’ve helped families from Nichols Hills to Moore and everywhere in between. Whether your goal is to protect your kids, manage real estate, or simply make sure things are done right, we’ll guide you step by step.

We know estate planning can feel overwhelming, so we make it simple.

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We explain everything clearly.

No legal talk, no pressure—just honest answers to your questions.

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We offer options that fit your life.

You can choose from three levels of planning based on your needs and goals.

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We stay in touch.

As your family changes, we’re here to help you update your plan so it always works the way you want it to.

Three Ways We Help

Custom Planning with You in Mind

FAQs

Common Questions About Estate Planning

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  • Do I need a will or a trust?

    That depends on your goals. A will is a basic document, but it still goes through probate. A trust helps avoid probate and gives you more control. We’ll help you understand the pros and cons.

  • What happens if I don’t have an estate plan?

    If you die without a will or trust in Oklahoma, state law determines who gets your assets—and the people you care about most might be left out.

  • How often should I update my plan?

    We recommend reviewing your plan every 3 years or whenever there’s a major life change like a birth, death, divorce, or new asset.

  • Is estate planning only for wealthy people?

    Not at all. If you own a home, have children, or simply want to stay in control, estate planning is for you.

Let’s Build a Plan That Fits Your Life

We’ll help you create a plan that protects your loved ones, reflects your values, and gives you peace of mind.

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