Trusts, wills, asset protection, the authority documents that get used most, business and land succession, care planning, and the administration that happens when a plan is finally needed.
Everything here can be delivered inside the Lifetime Protection Plan™, which is what keeps a plan current for the rest of your life rather than letting it age in a drawer.
A plan that works requires more than properly drafted documents.
Our Lifetime Protection Plans include thoughtful legal drafting, funding assistance, ongoing maintenance, and training for your helpers. It is a plan that's ready to work when your family needs it most.
Eight kinds of work, one relationship
You do not have to work out which of these you need. Your attorney recommends the planning that fits your family, your assets and your goals, and a Right Fit Call is where that starts.
Revocable Living Trusts
Protect your family. Avoid probate. Gain peace of mind.
Read moreAsset Protection
Plan while the sky is clear. That is the only time it works.
Read moreTrust Administration & Probate
Read morePowers of Attorney & Health Care
The documents that get used most, and get talked about least.
Read moreWills
Name who decides. Name who raises your children. Say it clearly, once.
Read moreBusiness Succession
For owners of operating businesses, farms, ranches and family land.
Read moreElder Law & Long-Term Care
Protecting what a lifetime of work earned, from the expense of needing help.
Read moreSpecial Needs Planning
An inheritance that helps, instead of an inheritance that disqualifies.
Read moreEvery one of these can live inside one plan
Families rarely need a single document. They need documents that agree with each other, and a firm that keeps them agreeing as the law and the family both move. That is what the Lifetime Protection Plan™ is: not a product sold alongside the drafting, but the way the drafting is looked after afterwards.
Which pieces you need is our job to work out, not yours. It is the whole purpose of the first conversation.
See the Lifetime Protection Plan
The Estate Planners for Life™ process
People want to know what they are walking into. Here is the whole shape of it, from the first conversation to the day your family needs the plan to work.
Planning
- Discovery, which starts with the Right Fit Call
- Strategic recommendations for your circumstances
- Document design
- Review, in plain language, until it is clear
- Signing
- Funding, for trust-based plans
Maintenance
- An annual check in
- A periodic review of the plan, updated as needed
- We are here when laws change or when life presents a change
Administration
- Trust execution and administration when someone passes
- We help you put the plan to work when it is needed most
Estate Planners for Life, Norman, Oklahoma
The right plan is not always the most complex plan. It is the one that fits your family, your assets, and your goals.