Estate Planning Attorneys Serving Edmond, OK
Edmond families have built real wealth, and they deserve a plan engineered to protect it and pass it on intact. Our Lifetime Protection Plan keeps your plan current for life, and our advisor partnerships mean your CPA and financial advisor stay part of the conversation.
Planning with Edmond families
We work hand in hand with Edmond's financial advisors and accountants, and we welcome Edmond families to our metro workshops. For estates with business interests, multiple properties, or mineral rights, our LPP Plus was designed with families like yours in mind.
Whatever your plan looks like, from a focused first plan to lifetime protection for a complex estate, it starts the same way: with a conversation about your family. We do not just help you start the journey, we walk beside you, offering options and making adjustments as life and the law change. We would be glad to host your workshop at our Oklahoma City metro workshops, or to talk one-on-one.
Explore the Lifetime Protection Plan
Wealth that arrives intact
Edmond families have generally solved the accumulation problem. What keeps them up is the transfer: whether what they built arrives intact, at the right time, to people it will help rather than harm. That is a design question long before it is a drafting one, and it is the part most estate plans skip entirely by handing everything over outright at a birthday.
A well-built trust can distribute over time rather than all at once, tie distributions to circumstances rather than to a date, keep a professional trustee between the money and a bad moment, and still leave a child fully in charge of their own life. Which of those levers belongs in your plan depends entirely on the child, which is why we counsel before we draft.
Coordinating with the advisors you already trust
By the time families reach us, most already have a financial advisor and a CPA they rely on. We are not looking to replace either. Estate planning is all this firm does, so with your permission we bring your advisor and accountant into the planning conversation and keep them there, because a legal structure built without knowledge of the portfolio and the tax picture tends to develop gaps precisely where it is load bearing.
That coordination matters more as an estate grows. Titling, entity structure, beneficiary designations and the investment plan all have to agree with each other, and they only do that if the people responsible for each are in the same conversation.
Serving families near Edmond
On West Main in Norman for more than thirty years
An estate plan is a promise about a day that may be decades away. It should be made by a firm that intends to still be here.
Estate planning questions from Edmond families
For Edmond families who have built real wealth and want it to arrive intact.
Which county handles probate for Edmond families?
Edmond sits in Oklahoma County, so probate for an Edmond resident is generally filed in the Oklahoma County District Court. As everywhere in Oklahoma, the filing is public record and the timeline is measured in months rather than weeks.
Does Oklahoma have an estate tax or an inheritance tax?
No. Oklahoma repealed its estate tax in 2010 and its inheritance tax in 2005, so there is no state death tax on an Oklahoma estate. Federal estate tax applies only above the federal exemption, which is $15 million per person in 2026, and married couples can generally preserve both exemptions through portability. For most Edmond families the real planning question is not tax, it is control, privacy and protecting an inheritance once it arrives.
We are above the federal exemption. Do you handle that?
Yes, and we will also tell you honestly when a strategy is more complexity than your situation warrants. Estates at that level usually need coordination between the legal structure, the tax advisor and the investment plan, which is why we bring your CPA and financial advisor into the conversation rather than drafting in isolation.
Do you hold workshops closer to Edmond than Norman?
Yes. Our metro workshop is at the White Buffalo Event Center on North May Avenue in Oklahoma City, which is a far shorter drive from Edmond than our Norman office. It is free, it runs about an hour, and registration takes about a minute.
How do we leave significant assets to children without harming them?
This is the most common question we hear from families in Edmond, and it is a design question rather than a drafting one. A trust can distribute over time, tie distributions to circumstances rather than birthdays, keep a professional trustee between the money and the moment, and still leave a child in charge of their own life. The right answer depends on the child, which is why we counsel before we draft.
More questions are answered on our estate planning FAQ, or ask us yours on a Right Fit Call.