At Schaffer Herring PLLC, we know that creating an estate plan is a critical step in protecting your assets and securing your family’s future. Our estate planning process is designed to be clear, efficient, and reassuring—whether you’re new to estate planning or revisiting an older plan.
Here’s what you can expect when you begin working with one of our Oklahoma estate planning attorneys:
Step 1 – Introduction Meeting: Your estate planning journey begins with a one-on-one meeting with an experienced attorney. During this introductory session, we’ll learn about your family, financial situation, and goals. You’ll also have the opportunity to ask questions and better understand what the estate planning process involves.
Step 2 – Gathering Information: After the consultation, we’ll ask you to complete a confidential estate planning intake worksheet. This helps us gather important details about:
- Your assets and liabilities
- Family members and beneficiaries
- Special wishes or concerns you may have
The worksheet is available by email or download directly from our website.
Step 3 – Drafting and Review of Your Estate Plan: Using the information you provide, we’ll prepare customized legal documents tailored to your needs. This may include:
- Last will and testament
- Revocable or irrevocable trusts
- Durable powers of attorney
- Advance healthcare directives
You’ll have the opportunity to review the documents, ask questions, and request changes before signing. Our goal is to ensure your plan reflects your intentions and complies with Oklahoma law.
Step 4 – Signing and Delivery: Once your documents are finalized, we’ll schedule a signing appointment. You’ll sign everything in the presence of a notary and witnesses, as required. We’ll provide:
- Original signed documents
- A digital copy of your estate plan on a secure flash drive
- A summary of your plan and what to keep for your records.
We strive to make the estate planning process straightforward, comfortable, and thorough. You’ll leave with the peace of mind that comes from knowing your wishes are documented, your family is protected, and your plan is legally sound.
Ready to Get Started? Take the first step today. Fill out our contact form or call us to schedule your introductory meeting.
Frequently Asked Questions
Do I need an estate planning attorney in Oklahoma?
Yes. A knowledgeable attorney ensures your estate plan complies with Oklahoma law and meets your specific family, financial, and business needs.
What’s the difference between a will and a living trust?
A will distributes your assets through probate. A living trust allows assets to pass directly to beneficiaries, often avoiding probate altogether.
How can I avoid probate in Oklahoma?
Setting up a living trust, properly titling your assets, and naming beneficiaries are common ways to reduce or avoid probate.
Who needs a trust in addition to a will?
Trusts are especially helpful for clients with minor children, complex family situations, business interests, or concerns about privacy and probate.
More Estate Planning Questions?
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.
Contact the attorneys at Schaffer Herring PLLC today to schedule your consultation.