Helping Broken Arrow Families Plan for the Future
Estate planning provides clarity and security for your family, your assets, and your future. At Schaffer Herring PLLC, we help clients in Broken Arrow create estate plans that reflect their priorities, whether they’re starting a family, running a business, or planning for retirement.
We regularly work with clients across Broken Arrow, from neighborhoods near the Rose District to the fast-growing communities in south and east BA. Our approach is personal, practical, and focused on long-term peace of mind.
Comprehensive Estate Planning Services in Broken Arrow
Revocable Living Trusts
A revocable living trust allows you to retain control of your assets during your lifetime. It also helps your beneficiaries avoid probate and ensures a smooth transfer of property after your death.
Irrevocable Trusts & Asset Protection
For clients focused on protecting assets from creditors or qualifying for long-term care assistance, we offer irrevocable trusts as part of a comprehensive asset protection strategy.
Special Needs Planning
We assist families in establishing special needs trusts to provide long-term financial security for loved ones with disabilities—without jeopardizing their eligibility for government benefits.
Probate & Estate Administration
If you’re managing the estate of a loved one, we guide you through the Oklahoma probate process in Tulsa County or Wagoner County. We work to reduce delays, resolve legal issues, and help you carry out your responsibilities.
Last Will & Testament
A will is the foundation of many estate plans. It allows you to name beneficiaries, appoint guardians, and provide clear instructions for the distribution of your assets.
Medicaid Asset Protection Planning
For those concerned about long-term care expenses, we help structure plans to preserve assets while maintaining eligibility for Medicaid coverage.
Guardianship for Incapacitated Adults
If a loved one becomes unable to manage their affairs, we assist families in establishing guardianships through the Tulsa County or Wagoner County courts.
Trust Administration
Serving as a trustee comes with serious legal obligations. We provide guidance to ensure that trusts are administered correctly and in accordance with Oklahoma law.
Business Succession Planning
For Broken Arrow business owners, a succession plan is essential to protect the company’s future. We help you develop strategies for ownership transfer, continuity, and tax efficiency.
Why Broken Arrow Clients Choose Schaffer Herring PLLC
- Experienced Legal Guidance – We’ve helped families and business owners across Broken Arrow create plans that meet their unique needs and goals.
- Tailored Estate Plans – Every estate plan is built around your personal circumstances, values, and concerns.
- Local Knowledge – We understand Oklahoma law, the Tulsa County and Wagoner County court system, and how estate planning works in this community.
Get Help With Your Broken Arrow Estate Plan
If you live in Broken Arrow and are ready to start your estate plan—or revise an existing one—we’re here to help. Contact Schaffer Herring PLLC today to schedule a consultation with an estate planning attorney.
Contact the attorneys at Schaffer Herring PLLC today to schedule your consultation.
