Estate Planning Services

A basic estate plan typically includes a Last Will and Testament, Financial Power of Attorney, Medical Power of Attorney, and Advance Healthcare Directive (Living Will). Depending on your situation, we may also recommend additional documents such as a Revocable Living Trust or specific beneficiary designations.

Our estate planning services are competitively priced and vary based on the complexity of your needs. A basic will package starts at $500, while comprehensive estate plans with trusts typically range from $1,500 to $3,000. We offer free consultations to discuss your specific needs and provide accurate pricing.

Not everyone needs a trust, but trusts offer several advantages including avoiding probate, maintaining privacy, and providing more control over asset distribution. We'll evaluate your assets, family situation, and goals to determine if a trust would benefit your estate plan. Factors like property ownership, minor children, and estate size all influence this decision.

The timeline depends on the complexity of your estate plan. Simple wills can typically be completed within 1-2 weeks, while comprehensive plans with trusts may take 3-4 weeks. The process includes an initial consultation, document drafting, review period, and final signing. We work efficiently while ensuring accuracy and completeness.

You should review and potentially update your estate plan when major life events occur, such as marriage, divorce, birth of children, death of beneficiaries, significant changes in assets, or relocation to another state. We recommend reviewing your estate plan every 3-5 years to ensure it remains current with your wishes and applicable laws.

If you die without a will (intestate) in Oklahoma, state law determines how your assets are distributed. This may not align with your wishes and can create complications for your family. The probate court will appoint an administrator, and assets typically go to surviving spouses and children according to statutory formulas. Having a will ensures your specific wishes are followed.