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Estate Planning, Simplified.

Get a flat-fee, personalized estate plan in Oklahoma designed around your life and your goals.

Hear from Our Clients

 

“This firm was super empathetic to my situation. Communication was readily available and matters timely addressed.”
Jason Choate
“The entire team at Ball Morse Lowe we professional cautious and compassionate and handle my case diligently and with care. I am so grateful for everything you have done for me.”
Ryan Beach
"Excellent law firm that's flexible and wants to help. And they're quick too."
Tim Sparks
“One phenomenon firm!!”
Tonja Sturdivant

Our Estate Planning Services

Your estate plan should reflect your life, your values, and your goals. At Ball Morse Lowe, we provide thoughtful, personalized estate planning solutions across Oklahoma that make protecting your legacy simple, clear, and tailored to you.

Trusts

Trusts provide structure and flexibility for managing your assets—protecting what you’ve built and simplifying the future for those you love.

Trust Administration

We guide trustees and families through every step of managing a trust, ensuring obligations are met with care and precision. 

Special Needs Planning

We help you create a plan that safeguards the well-being and independence of loved ones with special needs, now and for the future.

Business Succession Planning

Secure your company’s future with a smooth, strategic transition that protects your legacy and the people who depend on it.

Tax-Efficient Estate Planning 

Minimize tax burdens and maximize what you pass on, with strategies designed to preserve your wealth and your wishes. 

Asset Protection

Shield your hard-earned assets from unnecessary risk through proactive, personalized legal strategies.

Charitable Giving

Incorporate your values into your legacy with giving plans that make a lasting difference for the causes you care about most.

What Happens After You Call Ball Morse Lowe

Connect

Connect with one of our Client Advocates by calling our office or submitting a form. Our team will discuss pricing, our process, and information we’ll need from you to get started.  

Consult

Your Client Advocate will schedule a free consultation with an attorney to get a more detailed picture of your situation, and how we can help. There is no obligation, but this is the step before retaining to ensure that we’re a fit.  

Retain

Once you've retained our office by signing an agreement and submitting your one-time, flat-fee retainer, we’ll schedule a design meeting with an estate planning attorney. From there, you’ll work with your estate planning team to capture all the needed details and finalize your plan.

Meet Your Estate Planning Team

Our team of attorneys and legal assistants is passionate about working with our clients to build plans that perfectly match their needs. Meet the team who will guide you through the process.  

Answering Your Questions About Estate Planning in Oklahoma

What’s the difference between a trust and a will?  Both a trust and a will outline how your assets are distributed, but they serve different purposes. A will takes effect after your passing and typically goes through probate, while a trust can take effect immediately, helping you manage and protect assets during your lifetime and often avoiding probate altogether. Our team can help you decide which option best fits your goals and family needs.
How do I know what I need? 

Every situation is unique, so it’s normal to not know if you want a trust, a will, or something else. That’s why we start with a conversation to understand your family, assets, and goals. From there, we’ll recommend a clear, tailored plan that fits your life and priorities.

Do you help with probate?  Yes. If your loved one didn’t have an estate plan or you’re navigating probate as part of settling their affairs, our attorneys can guide you through every step with clarity and compassion. We’ll make the process as smooth and stress-free as possible.
How much does an estate plan cost?  We offer flat-fee estate planning packages so you’ll know the full cost upfront, with no surprises. Pricing depends on the complexity of your plan, but we’ll discuss options clearly before you begin.
How long does it take to create an estate plan?  Our streamlined process makes estate planning simple and efficient. Most plans are completed after one design meeting and a brief review, so you can finalize your documents and move forward with peace of mind.
Do I need an attorney for estate planning?  To really make sure your interests are protected, yes, most of the time we think so. Estate planning is personal - and while online services and DIY options can sound like a great alternative, in reality, you’re missing out on the full benefits of an estate plan when you don’t work with a professional.  
At Ball Morse Lowe, you’ll work with a team that listens, explains clearly, and guides you with care. We combine deep legal knowledge with a thoughtful, modern approach — helping you protect what matters most with confidence and ease. 
Can I request a male or female attorney to handle my divorce case?  Yes! With our large and experienced family law team at Ball Morse Lowe, you have the option to choose whether you’d prefer a male or female attorney to represent you. We’re committed to matching you with the attorney who best fits your needs and makes you feel comfortable throughout the process.
How often will my attorney communicate with me?  You should expect a communicative and responsive attorney who will actively contact you throughout your proceedings via phone call, text message, and email. 
We will help you prepare for hearings, let you know about changes in your case, let you know if we need documents or other materials from you, and keep you up to date about billing. 
What if I’m not sure I’m ready to get divorced?  Don't rush this important decision. If you don't feel ready and are just exploring your options, we're happy to chat with you.  
If and when you feel ready, we'll be here. 
Where is Ball Morse Lowe located?

We have four office locations in Oklahoma - Oklahoma City, Edmond, Norman, and Stillwater.

However, we practice estate planning in all 77 counties. A travel fee may apply depending on the circumstances, so please contact our office for location details. 

Get the Ultimate Guide to Estate Planning: What to Expect and How to Get It Done

Not sure where to start with estate planning? Our quick guide covers the key questions, decisions, and next steps, so you can plan smarter and more confidently.

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Your Peace of Mind is One Conversation Away

Estate planning doesn't have to be complicated. Securing your legacy should be clear and straightforward - that's why we offer flat-fee estate plans, a single design meeting, and a caring team focused on what matters most: protecting your family and your future.