Trusts & Wills Attorneys in Oklahoma
Trusted estate planners for Oklahoma families — simple, personal, and built around what matters most.
Secure Your Legacy
Deciding to create an estate plan is one of the most important steps you can take to protect what matters most for your future: your loved ones, your assets, and your peace of mind. At Ball Morse Lowe, we understand that starting the estate planning process can seem like a daunting task, but with the right guidance from our experienced Oklahoma wills and trusts attorneys, you can make confident decisions today that safeguard your family’s tomorrow.
A strong estate plan includes several key documents that work together to ensure your wishes are carried out, including Wills, Trusts, and other key documents that protect you and your family. Our attorneys take the time to understand your goals and design a plan tailored to your unique needs, helping you make informed choices that provide both clarity and lasting security.
Our team of Oklahoma will and trust attorneys work closely with clients to create estate plans that are both comprehensive and deeply personal. We make the process simple for you and your family, guiding you step by step so every detail is handled smoothly and with care.
Types of Wills & Trusts We Handle
Every family’s goals are different, and so is every estate plan. At Ball Morse Lowe, our Oklahoma estate planning attorneys help you choose and create the right combination of documents to protect your assets, honor your wishes, and provide peace of mind for the people you love most.
Revocable Trusts
A Revocable Trust lets you manage and distribute your assets during your lifetime and after your passing. It helps your family avoid probate and maintain privacy.
Trust Funding
Funding your trust means transferring your assets into it. This step ensures your trust works as intended and provides full protection.
Administration
Trust administration may be needed when someone becomes incapacitated or passes away. It ensures your assets are managed according to your wishes.
Key Documents
Essential financial and medical documents, like Powers of Attorney and Healthcare Directives, protect you if you can’t make decisions for yourself.
Ready to Start Planning Your Future?
Our Oklahoma will and trust attorneys are here to guide you through every step, with thoughtful advice, clear communication, and a plan built around your goals.How It Works: Our Estate Planning Process
- 1. Connect, Consult, Retain
- 2. Discover and Design
- 3. Review and Refine
- 4. Sign and Secure
- 5. Implement and Maintain
Connect, Consult, Retain
Start by contacting our team to schedule your initial consultation. We’ll talk about your goals, your family’s needs, and what you hope to achieve with your estate plan. Once you choose to retain Ball Morse Lowe as your legal partner, we’ll connect you with the estate planning lawyer who will guide you through every stage of the process.
Discover and Design
The first step is deciding whether a Will or a Trust is the right foundation for your plan, then identifying which other documents, like Powers of Attorney and Healthcare Directives, you’ll need to protect your interests. Your attorney will take time to understand your financial picture, family dynamics, and long-term goals to design a customized plan that fits your life.
Review and Refine
Sign and Secure
Once your estate plan is complete, we’ll oversee the signing process to ensure everything is properly executed and legally sound. You’ll receive organized copies and clear guidance on how to store your documents safely.
Implement and Maintain
For trust-based plans, we’ll assist with funding, transferring assets into the trust to make it effective. We’ll also stay available for future updates, ensuring your estate plan continues to reflect your life, goals, and family’s needs over time.
Frequently Asked Questions About Wills and Trusts in Oklahoma
A will is a legal document that outlines how your property and assets will be distributed after your death and can name guardians for your minor children. However, a Will must go through probate, which is a court-supervised process that can take time and become public record.
A trust, on the other hand, is a legal arrangement that takes effect during your lifetime. It allows you to manage and distribute your assets while you’re alive and after your passing, often avoiding probate altogether. A Revocable Living Trust also offers more privacy and flexibility, giving you continued control of your assets and a smoother process for your loved ones.
In many cases, a complete estate plan includes both a will and a trust, working together to ensure your wishes are followed and your family is protected. Our Oklahoma will and trust attorneys can help you decide which approach best fits your goals.
If you pass away without an estate plan, Oklahoma law determines how your assets are distributed, which may not align with your wishes. The court may also decide who cares for your minor children and who manages your estate.
Creating an estate plan with guidance from our Oklahoma trust attorneys ensures those decisions are made by you, not the courts, and that your loved ones are fully protected and supported.
At Ball Morse Lowe, we believe estate planning should be clear, including what it costs. That’s why our Oklahoma will and trust attorneys offer flat-fee estate planning services for most plans, so you know exactly what to expect before we begin.
The cost depends on the complexity of your estate and whether your plan includes a Will, a Trust, or both. Flat-fee pricing gives you the confidence of no hourly surprises, along with the benefit of personalized guidance and a plan tailored to your needs.