The Importance of a Tailored Estate Plan: More Than Just a Will

Many individuals believe that estate planning is a task reserved only for the wealthy or those nearing retirement. However, in our extensive practice, we have seen that a well-crafted plan is a vital tool for anyone who owns a home, has children, or wishes to spare their family from the complexities of the public probate process.

Estate planning is not merely about distributing assets; it is about providing a roadmap for your loved ones during a difficult time for while you are alive but once you are gone. A comprehensive plan typically addresses several key areas:

• Asset Protection: Ensuring your property is transferred according to your wishes.
• Guardianship: Designating who will care for minor children.
• Healthcare Directives: Clarifying your medical preferences if you are unable to speak for yourself.
• Probate Avoidance: Utilizing trusts and other tools to keep your private matters out of the courtroom.

With a concentrated practice in Oklahoma estate law, our firm understands the specific statutory requirements that can make or break a plan. Relying on “do-it-yourself” forms often leads to unintended consequences that only surface when it is too late to fix them.

If you are ready to secure your legacy, we invite you to reach out. We offer focused experience in navigating these sensitive transitions, ensuring your family is protected and your wishes are honored.

Free Initial Consultation.

We offer a free initial consultation. This is to explore various options for your goals.

Peer Recognized for Professional Excellence

Our commitment to providing clear, honest guidance—treating every client with the same integrity I would show a member of my own family—is reflected in my AV Preeminent® peer review rating from Martindale-Hubbell.

This rating is the highest distinction a lawyer can achieve and is a testament to the fact that my fellow attorneys and members of the judiciary rank my work at the highest level of professional excellence.*

Mandatory Disclaimer

Note on Ratings: AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Ratings™ fall into two categories – legal ability and general ethical standards. This is not a certification of any specialty.