Thank you for stopping by. Leave your name and we will email you Will Your Estate Plan Work When Your Family Needs It Most?, our 7-Step Family Protection Workbook. If you would also like Tamara’s weekly letter, A Matter of Trust, there is a separate sign-up for it below.
Come to a workshop
Will Your Family Know What to Do? One hour, no cost, no pressure. 5 things you can do now to help your family later. We hold our Path to Planning workshop in Norman and in the Oklahoma City metro.
Estate Planners for Life · 1770 West Main Street, Norman, OK 73069
A Matter of Trust
A letter from Tamara about once a week: practical estate-planning guidance, reflections on family and legacy, and workshop dates before they fill. This is its own sign-up, separate from the workbook.
About the 7-Step Family Protection Workbook
What the workbook covers, what happens after you request it, and what we do with your email address.
What is in the 7-Step Family Protection Workbook?
It is our plain-language workbook, Will Your Estate Plan Work When Your Family Needs It Most? It walks you through clarifying what you want your plan to accomplish, identifying possible gaps, preparing the right people, and deciding what to do next, whether this is your first revocable living trust-based plan or you are reviewing an old one.
Does it cost anything?
No. The workbook is free and arrives by email as soon as you ask for it. There is no card, no trial and no obligation attached to it.
Will asking for the workbook sign me up for the newsletter?
No. The workbook is a one-time download. A Matter of Trust, a short letter from Tamara about once a week covering what is changing in the law, what families are asking us, and what to do about it, has its own sign-up on the same page, and you hear about workshop dates there before they fill. It is one click to leave at any time.
Will you sell or share my email address?
Never. We do not share or sell your address, and the only mail you receive from it is ours.
Do I have to be a client to receive it?
No. Most people on the list have never hired us, and many never will. The guide and the letter exist because informed families make better decisions about their own plans, wherever those plans are drafted.
More questions are answered on our estate planning FAQ, or ask us yours on a Right Fit Call.