Edmond Estate Planning Attorney
Serving the Edmond community and surrounding areas throughout Oklahoma, we understand the unique needs of local families and businesses, offering personalized solutions tailored to the values and goals of our clients.
Edmond Office Details
Address: 211 N Broadway, Edmond, OK 73034
Phone: (503) 744-5089
Hours:
| Monday | 8AM - 5PM |
| Tuesday | 8AM - 5PM |
| Wednesday | 8AM - 5PM |
| Thursday | 8AM - 5PM |
| Friday | 8AM - 5PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday 8AM - 5PM |
| Tuesday 8AM - 5PM |
| Wednesday 8AM - 5PM |
| Thursday 8AM - 5PM |
| Friday 8AM - 5PM |
| Saturday Closed |
| Sunday Closed |
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We guide our clients through the court process as well as matters outside of the court. We keep our clients involved from start to finish so they are kept up-to-date throughout the process.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
Frequently Asked Questions
When Should You Start Estate Planning?
Some major life events can be starting points for estate planning, including getting married, having children, growing your career, buying a home, or retiring.
When Should You Update Your Estate Plan?
In general, it’s a good idea to revisit your estate plan every 2-5 years, or when you have a big life change, such as birth of a new child or death of a family member.
Will vs. Trust: Which is Right for You?
It’s important to have a trust-based plan, but it’s also important to have a pour-over will that’s going to be a safety net in case something’s left out or forgotten from your trust.
Meet Our Edmond Estate Planning Team
Serving clients in Edmond, OK and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include:
