Everyone deserves a thoughtful estate plan—not just the wealthy. We create customized wills, trusts, and advance directives that protect what matters most: your family, your assets, and your wishes.
Estate planning is the process of arranging for the management and distribution of your assets during your lifetime and after death. More than just "who gets what," a comprehensive estate plan:
Every estate plan is unique because every family is unique. We take time to understand your goals, family dynamics, and financial situation before recommending any documents or strategies.
A will is the foundation of most estate plans. Without a valid will, Oklahoma law determines how your assets are distributed.
A living trust provides flexibility and privacy that wills cannot offer, saving your family time and money.
Designate someone you trust to manage your financial affairs if you become unable to do so.
Ensure your medical wishes are known and followed with advance healthcare directives.
Work directly with Kelli—not a paralegal or assistant
We can meet at your home to help inventory assets
Legal concepts explained so you understand every decision
Know your costs upfront with no surprises
Common questions about estate planning in Oklahoma
Yes. Without an estate plan, Oklahoma's intestacy laws determine who receives your assets—which may not reflect your wishes. If you have minor children, an estate plan is essential to designate guardians.
Even modest estates benefit from proper planning to avoid probate complications and ensure your healthcare wishes are documented.
A will goes through probate court after your death and becomes a public record. A trust avoids probate entirely, provides privacy, and allows for management of assets if you become incapacitated during your lifetime.
Trusts are more complex to set up but offer significant advantages for many families. Many people benefit from having both documents.
Review your plan every 3-5 years or after major life events: marriage, divorce, birth of children or grandchildren, death of a beneficiary or executor, significant changes in assets, or moves to another state.
We offer transparent, flat-fee pricing for most estate planning services. A basic will package starts around $500-800, while comprehensive plans with trusts range from $1,500-3,500 depending on complexity.
During your consultation, we'll discuss which documents you need and provide clear pricing before any work begins.
Oklahoma's intestacy laws will determine asset distribution. Generally, your spouse and children split your estate, but the exact split depends on whether you have children from prior relationships. Unmarried partners receive nothing.
The court appoints an administrator rather than someone you've chosen, and the process typically takes longer than probated estates with wills.
Schedule a consultation to discuss your estate planning needs and get clear answers about the process.
