DEDICATED TO ASSISTING YOU WITH WILLS & TRUSTS IN OKLAHOMA

Helping You Provide For Your Family

Generally, either a will or a revocable trust will be the foundation of your estate plan.  The other key documents that comprise your estate plan include financial and medical documents which are important if you become incapacitated. Deciding which plan is the right fit for your family is part of the estate plan design process.

Once your plan has been designed and executed, your plan must be implemented. For trust-centered estate plans, this means that the trust must be fully funded. In other words, your assets must be transferred to your trust during your lifetime. Trust administration refers to the process of administering a trust upon the trust creator’s incapacity or after the trust creator’s death. 

Will or Trust?

There are several key differences between a will-centered plan and a trust-centered plan. A revocable trust is a legal agreement created during your lifetime which allows you to direct how and when your assets will be distributed upon your incapacity and upon your death. A Will also directs how your assets will be distributed upon your death, but does not provide any planning for incapacity. A Will must be probated upon death, whereas, a trust can avoid probate. For more information on the differences between a will and a trust, please read more here.

What Sets Us Apart?

The skilled attorneys at Ball Morse Lowe are passionate about providing education and information to individuals and families so they can make informed decisions about estate planning. In addition, we work closely with our clients’ trusted financial advisors, accountants and insurance professionals to implement comprehensive estate plans.

Contact Us For A Consultation

Arrange an initial consultation with one of our estate planning lawyers by calling Ball Morse Lowe, PLLC, at 405-701-5355 or by contacting our office by email. We serve clients in the Oklahoma City area and throughout the state from our offices in Norman and Oklahoma City. Our team of attorneys will work with you to take the right steps to preserving your assets for your family.