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Oklahoma Estate Planning Attorney

OKLAHOMA ESTATE PLANNING - EFFECTIVE & AFFORDABLE 

As a small firm focused on real property law, we run a lean and cost-effective practice. This allows us to provide estate solutions that achieve the same results for less money. We do not sell unnecessarily expensive solutions. We give you exactly what you need for a reasonable price.

  • INDIVIDUAL ESTATE PLANNING DOCUMENTS:
    • Simple Will: $400.00
    • End-of-life documents (healthcare & financial): $400.00
  • ESTATE PLANNING PACKAGES:
    • Basic Family Estate Plan:
      • Price: $900.00
      • Includes:
        • Wills (simple will)
        • End-of-life documents (advance directive & healthcare POA)
        • Consultation as necessary (until signing)
        • Instructional estate planning memorandum
      • Best for: families who want a basic estate plan and are not particularly concerned about avoiding probate.
    • Intermediate Family Estate Plan:
      • Price: $1,750.00
      • Includes:
        • Wills (pourover wills, empty into trust)
        • End-of-life documents (advance directive & healthcare POA)
        • Joint Marital Trust (or separate trusts, if necessary)
        • Consultation as necessary (until signing)
        • Instructional estate planning memorandum
      • Best for: families who would like to avoid probate, and who have a net worth comfortably below the federal estate tax exemption.
    • Complex Family Estate Plan:
      • Price: Hourly billing ($2,500.00 to $5,000.00)
      • Includes:
        • Customized documents and provisions as necessary
        • Wills
        • End-of-life documents (advance directive & healthcare POA)
        • Trust documents, customized as necessary
        • Consultation as necessary (until signing)
        • Instructional estate planning memorandum
      • Best for: families with a high net worth, focusing on tax avoidance and the preservation of generational wealth. Allows for detailed instructions on the usage of trust funds after death.
  • ESTATE PLANNING REVIEWS & UPDATES:
    • Review current documents & suggest updates/changes: $200.00 
    • (Price does not include the updates or changes - updates and changes are quoted separately based on the results of the review.)

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