Protect Your Family.
Preserve Your Legacy.
Plan With Confidence.
Whether you’re creating an estate plan or navigating probate after the loss of a loved one, we guide you through every step with clarity and confidence.
Helping You Plan, Protect, and Move Forward.
We provide estate planning, trust creation, and probate services for individuals and families in Tulsa.
1. Estate Planning
Creation of wills and trusts designed to protect your assets, provide for your family, and help keep your loved ones out of unnecessary court involvement.
2. Probate and Estate Administration
Guidance through the legal process after the loss of a loved one, from start to finish.
3. Trust Creation and Administration
Establish and manage trusts to preserve wealth and provide long-term protection for your family.
4. Business & Real Estate Matters
Assistance with contracts, quiet title issues, and select business or property-related legal needs.
Why Families Trust Us
Personalized Legal Guidance
We take the time to understand your situation and provide clear, practical guidance tailored to your needs—whether you are planning ahead or handling a loved one’s estate.
Clear, Practical Advice
We explain your options in plain language so you can make informed decisions without confusion or unnecessary complexity.
Focused on Protecting Your Family
Our goal is to reduce stress, prevent conflict, and help your loved ones navigate or avoid unnecessary court involvement.
Accessible, Responsive Support
When you have questions or need guidance, we are here to help—so you are never left wondering what comes next.
How We Help
You Move Forward
A clear, step-by-step approach to help you plan ahead or handle your legal matter with confidence.
Step 1: Schedule a Consultation
Meet with us to discuss your situation, your goals, and any immediate concerns, whether you are planning ahead or dealing with a loved one’s estate.
Step 2: Review Your Situation
We take a detailed, asset-by-asset look at your situation, or review the probate matter in front of you, to identify what needs to be done and how to move forward efficiently.
Step 3: Create a Clear Plan and Take Action
We outline the next steps and handle the legal process, giving you clarity and confidence while we guide you through each stage.
Get the Guidance You Need to Move Forward
Whether you’re planning ahead or handling a loved one’s estate, we’re here to help you take the next step with clarity and confidence.
Simple, straightforward guidance tailored to your situation.
Frequently Asked Questions
What is an estate plan and why do I need one?
An estate plan is a set of legal documents that explain what happens to your assets and who can make decisions if you are unable to. It helps protect your family, reduce conflict, and ensure your wishes are followed.
Do I need a will or a trust?
If you own real estate or want to reduce the likelihood of probate, a trust is often an important tool to consider. However, whether a will, trust, or combination of both is appropriate depends on your assets, goals, and family situation. During a consultation, we review your circumstances and help you determine the right structure for your estate plan.
Don't I need to be wealthy to have a trust?
No. Trusts are not just for the very wealthy. They are used by many individuals and families who want more control over how their assets are managed and distributed, and who want to help reduce unnecessary court involvement. Whether a trust makes sense depends on your specific assets, goals, and family situation. During a consultation, we can help you determine whether a trust is appropriate for you.
Does it cost a lot of money to set up a trust?
Setting up a trust is often more affordable than many people expect, especially when compared to the potential time and cost involved in probate. The exact cost depends on the complexity of your assets and the level of planning required. We can walk you through your options during a consultation so you understand what makes the most sense for your situation.
Do I still need an estate plan if I do not have many assets?
Yes. An estate plan is not only about money. It also names guardians for children, chooses who can make medical and financial decisions for you, and provides guidance to loved ones during difficult times.
How often should I review my estate planning documents?
Most people review their estate plan every three to five years, or sooner if there is a major life change. Regular reviews help ensure your documents stay accurate and reflect your current wishes and family situation.
How does probate work in Oklahoma?
Probate is the court-supervised process to settle a person’s estate,paying debts and distributing assets. In Oklahoma the process can vary but generally involves court filings, timelines, and administrative steps. Because it is court-driven, probate can take time and involve additional costs depending on complexity. We guide families through each step to keep the process as efficient as possible.
How long does probate take?
The length depends on estate size, disputes, and how efficiently steps are completed. Some cases resolve in months, others take longer. Probate is court-supervised so timelines can be rigid; we work to move the process forward and reduce unnecessary delays.
What happens if someone dies without a will?
If someone dies without a will, assets are distributed according to Oklahoma’s intestacy laws, typically requiring probate court involvement which can add time and complexity. The outcome may not reflect the deceased’s preferences; we help families understand options and navigate the process.
Can probate be avoided?
Sometimes, through trusts, joint ownership, beneficiary designations, or small-estate procedures. Proper estate planning can often minimize or avoid probate; we can review options and create a plan.
How do I get started?
The first step is scheduling a consultation. We will review your situation, answer your questions, and explain your options so you have a clear understanding of how to move forward.
