Educational

Frequently Asked Questions

Oklahoma law decides who inherits your property. That process may not match your wishes and can create conflict or delays.
Yes. A “pour-over will” ensures anything not titled in your trust is still handled according to your plan.
In many cases, yes. Tools like trusts and transfer-on-death deeds can help your family skip probate entirely.
Probate is the court process used to transfer assets when someone passes away. It can be slow, public, and expensive.
It depends. Trusts offer privacy and control; wills are simpler and still effective. We’ll help you pick the right tool.
Funding means transferring assets (like your home or accounts) into your trust. Without funding, the trust cannot do its job.
Options include transferring it into a trust or using special deed tools. We’ll walk you through the safest path.
Yes. You can name one person or joint agents. We’ll help you choose someone trustworthy and capable.
An advance directive expresses your medical preferences and lets your loved ones know your wishes.
Your advance directive will state your preferences clearly, so doctors follow your wishes.

Every 3–5 years, or anytime there’s a major life event — marriage, divorce, birth, death, or buying property.
Yes. Funeral preferences can be included in your plan or expressed directly to your family.
It lets you decide who will care for your minor children if something happens to you. Without it, the court chooses.
It gives your loved ones permission to speak with doctors and access medical records in an emergency.
Often no. They may miss Oklahoma-specific requirements and create problems later. Our job is to make sure everything works legally and practically.
Yes. Clear instructions prevent confusion, protect relationships, and reduce the chance of disputes.
Absolutely. Your plan honors your wishes — not assumptions.
Certain types of trusts can limit exposure. We’ll discuss what’s appropriate for your situation.
Yes. Special Needs Trusts are designed to protect benefits while providing long-term support.
Always. Everything you share is protected by attorney–client confidentiality.