Estate planning strategies to protect you and your family

Oklahoma Estate Planning

Proper Estate planning is for everyone. Anyone can become disabled at any time. Oklahoma Estate planning is about making certain YOUR wishes are followed.

"While I am living I want to control my stuff. If I become disabled I want to take care of myself and my loved ones. I want to give what I want, to whom I want, when I want."

We know that each individual and family is unique. That is why we take time, at the beginning of each relationship, to sit down and visit with you regarding your goals and dreams. And, to carefully listen to your worries and fears. We are proud to provide each client personal representation and individual attention.

We call this Client-Centered Estate Planning.

Our goal is to develop long-term relationships with you, so that your wishes become the key objective of your estate plan.

Revocable Living Trust

This is the most important part of Client-Centered Estate Planning. Together with the documents below, a revocable living trust can be easily changed during your life. You retain total control of the assets in the trust. If you become disabled, then your Disability Trustee provides continuity in taking care of your affairs and loved ones.

Pour Over Will

A pour over will is just a fancy name for a Last Will and Testament when it is part of client-centered estate plan. The goal of having a revocable living trust is to put ALL of your assets in the Trust. However, sometimes a person will forget to title an asset in the name of the trust. It is not ideal, but when this happens the Pour Over Will with a probate proceeding transfers (pours) the asset into the Trust. The Pour Over Will also plays a very important role for parents by naming guardians for minor children.

Durable Power of Attorney

A Durable Power of Attorney grants an agent or "attorney-in-fact" the power to manage assets outside a trust during incapacity.

Health Care Power of Attorney

This is similar to a durable power of attorney, but grants an agent or "health care power of attorney" the power to make medical decisions. To be truely effective this should be used with a living will and HIPAA authorization.

Advanced Directive

An advanced directive or "living will" provides your health care power of attorney and medical professionals end of life guidance for your wishes.

HIPAA Authorization

A HIPAA authorization grants someone (usually your Trustee and Health Care Power of Attorney) the power to access your medical records and talk with your medical providers.

Trust Funding

Trust funding involves titling all of your assets in the name of your Trust. If you forget to transfer an asset (including bank accounts and real property), then your heirs will need to probate the Pour Over Will to move the asset into the Trust for distribution. Trust funding is extremely important for client-centered Oklahoma estate planning.

Real Estate

Your real estate should be titled in the name of your Trust. We help our clients with the necessary documents to title their real property correctly.

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