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Estate Planning Information

Our team is here to equip you with everything you need to plan for your future

 
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WHY ESTATE PLANNING MATTERS


Your estate is your legacy to your loved ones. A well-prepared estate plan provides legally binding instructions to your family, ensuring your voice is heard and wishes are fulfilled. 

There may come a time when you need to rely on someone else to make critical property and health decisions for you. 

 

WHAT A COMPREHENSIVE ESTATE PLAN SHOULD DO


  • Contain  detailed instructions for financial and health care decisions should you become incapacitated. 

  • Appoint a guardian for your children. 

  • Be a living, breathing plan, with flexibility to endure many family and financial changes. 

  • Minimize taxes, court costs, and legal fees.

  • Reflect your personal values and beliefs. 

  • Provide instructions on transitioning your business at your disability or death. 

  • Set parameters around the distribution of your estate.

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ADDITIONAL RESOURCES


The following primers provide general information regarding estate planning, incapacity planning, and wealth transfer taxation (i.e., Estate Tax, Gift Tax, and GST Tax).  Download the resources below to learn more. 

Estate Maintenance Plan

Enjoy Peace of Mind & Ensure Your Estate Plan Stays Current  

 
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THE PLAN WE PROVIDE


We are excited to offer a simple, stress-free way to ensure our existing client’s estate plans stay current. Our goal through our Estate Maintenance Plan is to encourage you to ask questions and for you to feel comfortable seeking our assistance. Through this service, we hope to ensure that your Estate Plan truly stays current through all of life's changes.

INCLUDES:

  • Annual Review in Our Office to Review Estate Plan Documents & Schedule of Assets

  • Unlimited Ability to Email or Call with General Questions

  • Assistance with Titling New Assets and Updating Beneficiary Designations

  • Coordination with Other Professional Advisors as it Relates to Your Estate

  • Transfer of Assets

  • Providing Copies to Professional Advisors (Insurance, Wealth Advisor, Banker, etc)

  • Preparation of Up to Two Deeds Annually

DOES NOT INCLUDE:

  • Preparation of New Legal Documents

  • Recording Fees

  • Mineral Interest Research

 
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ANNUAL INVESTMENT



Single Person $500


Couple $750

 

ESTATE MAINTENANCE PLAN MEMBERSHIP


Call our offices today at 405.705.2900 for any of our team members to assist you in signing up, or simply apply online below.



 

Online Tools

Enjoy a safe, convenient payment option by clicking below.

 

Sign in to our secure client portal or email us to request access.

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