1. What forms of payment does your firm accept?
We accept check or cash.
2. What if I don’t live in the Oklahoma City area?
In addition to our Oklahoma City office, we also maintain an office in Weatherford, Oklahoma. If you would prefer an appointment in Weatherford, please schedule it with us in advance.
3. What should I bring with me for my consultation?
We always recommend bringing any existing estate planning documents you have, deeds for land or minerals, and a copy of your most recent income tax return. While not required, these documents can help us assist you and better understand your needs.
4. How must does a consultation cost?
Your one-hour initial consultation with our office is always FREE.
5. Why should I have a Will or Trust if I am young and/or do not have many assets?
It is always better to put your wishes down in writing to prevent the state from deciding who benefits from your estate pursuant to state statutes. Also, even if you do not have substantial assets at present, your Will or Trust could be used at your death when you will likely have more assets.
6. I have minor children. What is the best way to list a guardian for them?
A Last Will and Testament allows parents to nominate a guardian for their minor children.
7. I’m over 18 but still want my parents to be able to help me with medical decisions. How do I do this?
A Medical Durable Power of Attorney can be used to designate someone to help make medical decisions for you when you aren’t able to do so. Call our office for more information!
8. How does your office bill and what are your fees?
Our office offers flat fees and hourly billing rates depending on the client’s particular case. Please call our office if you would like more information or to receive a quote.
9. How often should I review my estate plan?
Our office recommends that you review your estate plan every two to three years, or following significant life events such as a birth, death, or divorce. Also, updates may be necessary subsequent to substantial increases or decreases in your net worth and after changes in tax law.
10. Why should I use an attorney to assist with the preparation of my estate plan?
While there are other options available online, they are largely inadequate in planning for special family and financial situations. An experienced attorney can craft tailor-made documents to meet your family’s particular needs in order to best protect the assets you have worked to accumulate.