Life changes fast—your estate plan should keep up.
Creating an estate plan may not be at the top of your to-do list—but it should be. Whether you’ve gotten married, bought a home, or had a child, these major life milestones are your cue to start thinking about how to protect your family, your assets, and your future.
At Ball Morse Lowe, we help individuals and families across Oklahoma and Texas take that crucial first step with confidence. If any of the events below apply to you, it may be time to create your estate plan—before life gets even more complicated.
Here are 7 digital assets you should include in your estate plan, and simple steps to secure them:
1. You Just Got Married or Divorced
Marriage and divorce both significantly affect how your assets would be distributed if something happened to you. Without a plan in place, your state's default laws—not your wishes—will decide what happens to your property and loved ones.
Tying the knot or starting fresh? It's time to meet with an estate planning attorney.
2. You Had or Adopted a Child
One of the most important reasons to create an estate plan is to name a guardian for your child and plan for their financial future. Without these protections, the courts will decide who cares for your child.
Don’t leave your child’s future to chance. Speak with a trusted estate planning lawyer today.
3. You Lost a Loved One
The death of a spouse or close family member can leave legal and financial questions behind. Creating an estate plan ensures your affairs are clearly laid out and your loved ones are cared for.
Now is the time to protect your own legacy. Our estate planning attorneys can help.
4. You Bought a Home or Other Property
Buying a house, land, or investment property is a major life milestone—and a major reason to protect your assets through a will or trust.
Your home is more than just a place to live. It’s a key part of your legacy.
5. Your Finances Have Changed Significantly
Whether you’ve received an inheritance, started a business, or grown your wealth, you need an estate plan that matches your current financial picture. Without one, your assets could be tied up in probate or distributed against your wishes.
Let your wealth work for your loved ones. We’ll help you build a legally sound plan.
6. You’re Concerned About Changing Tax Laws
Tax laws—both at the state and federal level—can change your estate’s liability. A well-crafted estate plan can help minimize taxes and maximize what your heirs receive.
Create your plan now to avoid future tax headaches.
7. You’re Facing a Health Challenge
If you’ve received a medical diagnosis or are planning for aging, you need powers of attorney, healthcare directives, and other essential documents in place.
Ensure your medical and financial decisions are in trusted hands. We’ll help you set it up.
8. You’re Retiring
As you shift from earning to enjoying your retirement, it’s the perfect time to put a plan in place for the next stage of life. You’ve worked hard—make sure your legacy is protected.
Entering retirement? Let’s build your estate plan together.
9. Your Family Dynamics Have Changed
Maybe relationships have changed, or you’ve become responsible for an aging parent. Either way, it’s important to formalize your wishes and responsibilities through a legal estate plan.
Family changes—your plan should reflect your reality. We’re here to help.
Why You Need an Estate Plan in Oklahoma and Texas
Without a legally valid estate plan, your state's default laws will decide who inherits your property, who cares for your children, and who makes decisions for you if you're unable to. This can lead to confusion, delays, and conflict—especially during an already emotional time.
Creating your estate plan is one of the most important acts of care you can offer your family. Whether you’re 30 or 70, now is the time to put it in writing.
Schedule Your Estate Planning Consultation
If any of the life events above sound familiar, it’s time to act. Our team at Ball Morse Lowe makes the estate planning process straightforward and stress-free—from wills and trusts to healthcare directives and beyond.
Contact us today to schedule your free consultation with an estate planning attorney. We’ll listen, guide you, and create a plan built just for you.