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Estate Planning & Wills

Wills, trusts, powers of attorney and directives, written so the people who need them can actually use them.

Estate planning is one of the more caring things a person can do, and one of the easiest to keep putting off. It is not really paperwork about death. It is instructions for the people who will be standing in your kitchen trying to work out what you would have wanted.

We help you put a clear, current plan in place and explain each piece in language you understand, so there is no confusion later and nobody has to guess.

Plans can be simple or detailed. We build yours around your family rather than around a template, and we will tell you when the simpler version is genuinely enough.

What we handle

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  • Wills and revocable living trusts
  • Durable powers of attorney for finances
  • Healthcare powers of attorney and advance directives
  • Beneficiary designations, and checking they match the plan
  • Guardianship provisions for minor children
  • Reviews and updates as life changes

How it usually goes

  • Sit down and talk it throughWho is in the picture, what you own roughly, and what you would want to happen. No forms to fill in beforehand.
  • See a plan in plain termsWe describe what we recommend and why, including the pieces you do not need, before anything is drafted.
  • Read the drafts togetherWe go through the documents line by line. If a sentence does not make sense to you, it gets rewritten.
  • Sign, store, and revisitExecuted properly, kept somewhere your people can find it, and looked at again when life changes.

Common questions

For a lot of families a well-drafted will and a matching set of beneficiary designations does the job.

A trust earns its extra cost in particular situations, and we will walk you through whether yours is one of them rather than selling you the more expensive document by default.

State law decides. Your property passes according to a fixed order that may or may not resemble what you would have chosen, and a court decides who raises minor children and who administers the estate.

It usually still works out, but it takes longer, costs more, and leaves your family making decisions with no guidance from you.

Look at it after any of the big ones. A marriage, a divorce, a birth, a death, a move to another state, a business started or sold, or a significant change in what you own.

Absent those, a read-through every few years is usually enough to catch the small things that have drifted.

Yes, and it usually produces a better plan. Beneficiary designations on accounts and policies pass outside the will entirely, so the documents and the accounts have to agree.

With your permission we will talk to them directly rather than making you carry messages back and forth.

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Not sure this is the right page? Plenty of questions do not arrive with a label on them. Call and describe it in your own words, or read the questions we get asked most.

Not sure where to start? Let's talk it through

Tell us what is on your mind. If it is something we can help with, we will explain how.
If it is not, we will point you in the right direction. Either way you get a straight answer.

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Occasional plain-English notes
on Oklahoma law. Newsletter