Planning your estate is one of the most important steps you can take to protect your legacy and provide peace of mind for your loved ones. At Schaffer Herring PLLC, our experienced Tulsa estate planning attorneys offer clear, customized legal solutions for individuals, families, and business owners across Northeast Oklahoma.
Whether you’re creating a will, establishing a trust, or preparing for long-term care, we provide guidance tailored to your goals—and to Oklahoma law.
What’s Included in a Comprehensive Estate Plan?
Every estate plan should reflect the unique values and circumstances of the person it protects. As your estate planning lawyer in Tulsa, we begin by listening to your needs and helping you build a strategy that fits.
Wills and Trusts
We prepare legally sound wills that ensure your assets are distributed according to your wishes. For clients seeking to avoid probate or manage long-term wealth, we also create revocable and irrevocable trusts. Our team can help you decide whether a living trust is right for your situation.
Powers of Attorney and Advance Directives
Designating someone you trust to act on your behalf is essential if you’re ever unable to make decisions on your own. We draft durable powers of attorney and medical directives that clearly outline your preferences and empower your loved ones to act when needed.
Asset Transfers and Beneficiary Planning
We’ll guide you through updating account beneficiaries, retitling assets, and coordinating your estate plan with retirement plans and life insurance. Our goal is to ensure your estate passes smoothly, with minimal disruption or delay.
Estate Planning for Business Owners
If you own a business, your estate plan should address more than personal assets. We help business owners in Tulsa with:
- Succession planning
- Buy-sell agreements
- Managing ownership transfers
- Aligning business goals with personal legacy plans
This ensures your business can continue smoothly if you’re no longer able to lead it.
Charitable Giving and Legacy Planning
Many clients want their estate to reflect their values. We help structure charitable gifts, foundations, or bequests to ensure your generosity supports the causes you care about—while also optimizing potential tax benefits.
Elder Law and End-of-Life Planning
We provide compassionate legal support for those navigating aging-related needs. As experienced estate lawyers in Tulsa, we assist with:
- Long-term care arrangements
- Guardianships or conservatorships
- Medicaid planning
- Final arrangements and funeral instructions
We understand the importance of dignity, control, and peace of mind during these transitions.
Why Choose Schaffer Herring as Your Estate Planning Attorneys?
At Schaffer Herring PLLC, we bring decades of experience in Oklahoma estate law, helping clients from Tulsa, Jenks, Broken Arrow, Bixby, Sand Springs, Sapulpa, Owasso, Claremore, and throughout Green Country. Whether you’re looking for a straightforward will or a complex trust structure, we offer:
- Clear communication
- Tailored legal strategies
- Respect for your family dynamics and personal values
When you work with us, you get more than documents—you get peace of mind and a plan that works.
Ready to Start Your Estate Plan?
It’s never too early—or too late—to put a plan in place. Contact Schaffer Herring PLLC today to speak with a Tulsa estate planning attorney who will help you protect what matters most.
Contact the attorneys at Schaffer Herring PLLC today to schedule your consultation.
Frequently Asked Questions
Yes. A knowledgeable attorney ensures your estate plan complies with Oklahoma law and meets your specific family, financial, and business needs.
A will distributes your assets through probate. A living trust allows assets to pass directly to beneficiaries, often avoiding probate altogether.
Setting up a living trust, properly titling your assets, and naming beneficiaries are common ways to reduce or avoid probate.
Trusts are especially helpful for clients with minor children, complex family situations, business interests, or concerns about privacy and probate.
If you have more questions about estate planning, we’ve answered many of them on our Estate Planning FAQs page. You’ll find detailed information about wills, trusts, probate avoidance, and more.