Before any plan, any paperwork, or any commitment, we start with a short conversation. It is free, it is friendly, and its only purpose is to see whether we are the right firm for you.
Before any plan, any paperwork, or any commitment, we start with a conversation.
A short, no-pressure conversation
On a Right Fit Call, we listen first. It is a conversation with an experienced member of our team rather than a meeting with an attorney. You tell us a little about your family and what is on your mind, and we tell you honestly whether we can help, what a plan for your family might look like, and what the next step would be. If we are a good fit, the next step is to schedule a meeting with one of our attorneys. If we are not the right fit, we will tell you that too.
- About 15 minutes, by phone or in person, with a member of our team
- No cost and no obligation
- Straight answers about your options
- A clear next step, if it makes sense
Request your Right Fit Call
Prefer to talk now? Call (405) 364-2246.
The right plan is not always the most complex plan. It is the one that fits your family, your assets, and your goals.
Why the call comes first
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, in a town where you can walk in and ask.
Prefer a room full of people to a phone call? Join us at a free workshop in Norman or Oklahoma City.
What happens on a Right Fit Call
The call is short, free and genuinely low pressure. Here is exactly what it is and is not.
What is a Right Fit Call?
A Right Fit Call is a short conversation, about 15 minutes by phone or in person with an experienced member of our team, whose only purpose is to see whether Estate Planners for Life is the right firm for your family. It is not a meeting with an attorney. You tell us about your family and what is on your mind, we listen, and then we tell you honestly whether we can help, what a plan might look like, and what the next step would be. If we are a good fit, the next step is a meeting with one of our attorneys. There is no cost and no obligation.
Will you try to sell me a plan on the call?
No. The call exists to find out whether we fit each other, and sometimes the answer is no. If your situation is simpler than what we do, or if what you need is not estate planning at all, we will tell you that rather than sell you something. If we are not the right fit, we say so plainly.
What should I have ready before the call?
Nothing formal. It helps to have a rough sense of your family situation, what you own in broad terms, and the specific thing that made you pick up the phone. Please do not send documents or account numbers ahead of time. If we go further together, there is a proper place for all of that.
Is the call confidential?
Treat the intake form and the call as the start of a professional conversation, and share only what you are comfortable sharing at this stage. If we go forward, the engagement is documented and your information is handled accordingly. If you have something sensitive to discuss, the phone is better than a web form.
How soon can we talk?
Request the call through the form on this page and our team will reach out to arrange a time. If you would rather not wait, call the office directly at (405) 364-2246 during business hours. If a family member has just died or a parent is facing a care crisis, please call rather than fill out a form.
More questions are answered on our estate planning FAQ, or ask us yours on a Right Fit Call.