Your Estate Planning Questions, Answered
What is an estate plan?
An estate plan is a set of legal documents that outlines how you want your assets, property, and personal matters handled if you pass away or become unable to make decisions for yourself. It can include a will, trust, power of attorney, healthcare directives, and other tools designed to protect your wishes and your loved ones.
Who needs an estate plan?
Almost everyone can benefit from an estate plan — not just those with significant assets. Whether you’re single or married, have children or aging parents, own a home, or run a business, an estate plan gives you control over how your affairs are managed and helps your loved ones avoid confusion or conflict in the future.
Do I need a will or a trust?
That depends on your situation. A will is a foundational document that outlines your wishes for how assets are distributed and who will handle your estate. A trust can provide more control, privacy, and efficiency — helping your family avoid probate and manage assets over time.
Many people benefit from having both, but the right structure depends on your goals, family circumstances, and financial picture.
How does the estate planning process work in Oklahoma?
At Ball Morse Lowe, the process starts with a conversation. We’ll get to know you, your family, and your priorities. From there, we help identify which documents you need, prepare and review each one carefully, and ensure they’re properly executed under Oklahoma law. Our goal is to make the process clear, efficient, and tailored to your unique situation.
How much does an estate plan cost in Oklahoma?
The cost of an estate plan varies based on your needs and the complexity of your situation. A simple will costs less, while a comprehensive plan with trusts, business interests, or tax considerations may involve more work.
At Ball Morse Lowe, we proudly offer flat fees for a multitude of our estate planning services, so you’ll know the total cost upfront — no surprises, no hidden fees. This approach gives you clarity and peace of mind, allowing you to focus on what matters most.
Can I do an estate plan online?
There are online templates available, but they often miss important legal details or fail to account for Oklahoma-specific laws. We work with clients often that started with a more DIY approach, only to realize, sometimes, too late, that it was not comprehensive enough for their needs.
A “one-size-fits-all” document can create problems later, especially during probate. Working with an attorney ensures your plan is valid, customized, and built to protect what matters most.
Why do I need an attorney for an estate plan in Oklahoma?
An experienced estate planning attorney can help you think through every “what if,” catch potential gaps, and make sure your documents work together as intended. More importantly, they can help you make informed choices — from naming guardians to protecting family assets — so you aren’t left with gaps that can create issues down the road.
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