Our Services
Legal Planning Services for Oklahoma Families Who Want Clarity & Peace of Mind
We help families across Oklahoma create personalized legal plans that protect what matters most. Whether you're starting from scratch or updating an old will, our services are built around your life—not a legal template. Every plan is custom-built to reflect your goals, your people, and your values.
From Oklahoma City to Edmond, Norman to Yukon, we work with individuals, couples, parents & caregivers who want to stay out of court and keep things simple for their loved ones.
Core Services
Estate Planning
A full estate plan includes more than just a will. We help you create a set of legal documents that may include a will, trust, powers of attorney, and healthcare directives—everything your family needs to handle your affairs if something happens.
Our estate planning services are designed for families at every stage of life, from newlyweds to retirees. We’ll guide you through each decision with clear options and upfront pricing.
Kids Protection Planning
If you have minor children, this may be the most important planning you’ll ever do. Our Kids Protection Plan™ includes naming legal guardians, creating emergency instructions, and providing tools to make sure your children are always cared for by the people you choose—no matter what.
This service is especially important for parents in areas like Mustang, Moore, and The Village, where many families are raising young children with little or no current plan in place.
Special Needs Planning
If you have a child or loved one with special needs, a standard will isn’t enough. We help families set up Special Needs Trusts and other tools to protect benefits like SSI and Medicaid while ensuring long-term care and support.
This is a deeply personal kind of planning, and we’ll take the time to make sure every detail reflects your family’s needs and wishes.
Asset Protection Planning
Without a plan, your home, savings, or small business could be vulnerable to creditors, lawsuits, or long-term care costs. We offer trust-based strategies to help Oklahoma families keep their assets in the family and reduce unnecessary risk.
Whether you're a business owner in Edmond or a retiree in Nichols Hills, we’ll help you understand your options without the pressure or legal jargon.
Probate & Estate Administration
Losing a loved one is hard enough—navigating the legal system afterward shouldn’t add more stress. If someone in your family has passed away, we can guide you through the Oklahoma probate process and help settle their estate, even if they didn’t leave a will.
We’ve supported families all over the Oklahoma City metro during difficult transitions, and we’re here to help yours too.
Our Planning Process & Ongoing Support
We believe estate planning isn’t a one-time event—it’s the start of a long-term relationship. That’s why we offer a clear process to get started, plus optional check-ins and updates as your life changes.

We also offer different plan levels so you can choose what fits your situation best, with no hourly billing or surprise costs.
Ready to Create a Plan That Fits Your Life?
We’ll help you understand your options, avoid common mistakes, and feel confident about the future. Schedule a free 15-minute call today to get started.
