Who We Serve

Yes. We regularly review and update existing plans to ensure they reflect current goals and laws.

We work with many blended families and provide balanced, thoughtful planning that respects every relationship.

Yes. We provide practical guidance to help trustees understand and fulfill their duties with confidence.

Yes. We serve clients across Oklahoma through in-person meetings, secure virtual consultations, and phone appointments.

Yes. We serve clients across Oklahoma. Our attorneys may travel to you.

Every estate plan is tailored to the client’s needs. After you engage our firm, we usually need two to three weeks to prepare your draft documents. Once the drafts are sent, it’s your turn to review them. We are happy to accommodate clients who have urgent needs or medical emergencies.

You do not need to bring any documents to your initial consultation if you do not already have an estate plan. The meeting is primarily a conversation about your options and how estate planning works.

That said, it can be helpful to start thinking ahead of time about a few key decisions, such as:

• Who would you want to make financial decisions for you if you were unable?
• Who would you want to make medical decisions for you if you were unable?
• Who would you want in charge of your assets upon your passing?
• Who would you like to name as primary beneficiaries to receive your assets?
• Who would you like to name as contingent beneficiaries if something were to happen to your primary beneficiaries?

If you are unsure about any of these choices, that is completely normal. The attorney will explain your options and help guide you through these decisions during the consultation.

We ask that you send PDF copies of your estate planning documents at least five business days before your appointment. This ensures the attorney has enough time to review everything and be fully prepared to discuss your plan with you.

For clients who do not have an estate plan, the attorney will guide you through planning for today and for the future. This includes decisions made during your lifetime—such as guardianship, healthcare directives, powers of attorney, and long-term care—as well as planning for how your assets will be passed on to your loved ones and the situations families commonly encounter. If you engage our services, we then discuss your wishes and goals and tailor an estate plan to fit your needs.

If you already have an estate plan, the attorney will review your trust, will, powers of attorney, advance directives, and how your trust is funded. If you would like to make changes, we then discuss your wishes and goals and update your plan to better reflect your needs.

As time passes, changes in your family, finances, or the law can make parts of your plan outdated. A quick review can help confirm that:

• Your beneficiaries, trustees, and personal representative(s) are still appropriate.
• Your trust funding and asset titling are complete and current.
• Recent tax or estate law updates are reflected in your documents.
• Your healthcare directives still align with your wishes.

We recommend reviewing your estate plan every 1-2 years, or sooner if you’ve experienced a major life event – such as a marriage, divorce, new child or grandchild, property purchase, or significant change in financial circumstances.