Will Your Family Know What to Do?
5 things you can do now to help your family later.
One hour. No cost. No pressure. Just clear, practical insight into what most estate plans get wrong, and how to make sure yours protects the family you love.
Estate plans fail for reasons most families never see coming.
An hour that could save your family years
Every Path to Planning workshop covers the same ground, taught by our attorneys in plain language and never in legal vocabulary. Each month we come at it through a different theme, so the hour stays timely whether it is your first workshop or your third.
- Estate planning basics and the documents every family needs
- What really happens to your family if you have no plan
- How probate works in Oklahoma, and how to avoid it
- Wills versus trusts, and which one fits your family
- How to keep an inheritance in the family for generations
- Why most estate plans fail, and the Three Step Strategy that keeps ours working
Presented by the attorneys of Estate Planners for Life. Designed to educate, never to overwhelm.
October: Will Your Family Know What to Do?
5 things you can do now to help your family later. Pick your time and you are registered in about a minute.
Norman
Our office · 1770 West Main Street, Norman, OK 73069
Thursday, October 8 · 1:00 pm or 6:00 pm
Sign up for NormanCannot make it this month? See all of our educational events, schedule a Right Fit Call, or call us at (405) 364-2246.
At This Time of Thanksgiving, What Matters Most?
10 things worth passing along besides your money.
Dates announced soon
Presented by the attorneys of Estate Planners for Life
Designed to educate, never to overwhelm.
What to expect at a workshop
Our free estate planning workshops are the way most Oklahoma families meet us. Here is what happens at one.
How much do your estate planning workshops cost?
Nothing. Our estate planning workshops are free to attend, and there is no obligation of any kind afterward. We hold them because a family that understands how estate planning actually works makes better decisions, whether or not they ever hire us.
What is covered in the workshop?
Our workshop is the Path to Planning Workshop Series, and it runs about an hour. Each month carries its own theme, so the hour stays timely, and the current one is named on our workshops page. Every session walks through the specific ways plans quietly stop working, assets never funded into a trust, beneficiary designations that contradict the trust, plans that were never updated after a life change, and what fixing each one actually looks like. It is taught in plain language, not legal vocabulary.
Where and how often are the workshops held?
We hold the workshop at our Norman office at 1770 West Main Street, and in the Oklahoma City metro at the White Buffalo Event Center, 4601 N May Avenue, where you can choose a 1:00 pm or a 6:00 pm session. Choose whichever is closer to you. There is one sign-up for each location, it takes about a minute, and it shows you the dates currently open.
Will someone try to sell me something at the workshop?
No. There is no pitch and no pressure at the end of the session. If you want to go further after hearing it, the next step is a Right Fit Call, which you request yourself. Plenty of people attend, take what they learned, and go fix their existing plan with their own attorney, and that is a good outcome too.
Should I bring my spouse or my current documents?
Bring your spouse or partner if you have one, because estate planning decisions are rarely made well by one person alone. You do not need to bring documents. The workshop is about understanding how plans fail, not about reviewing yours, and a real review of your existing documents deserves a private conversation rather than a room.
More questions are answered on our estate planning FAQ, or ask us yours on a Right Fit Call.