Tulsa Estate Planning Lawyer

Whether you’re just starting out in your career or have reached a point where you can reflect on a lifetime of accomplishments, it’s never too early to draft a proper estate plan to protect you and your family’s future.

At Helton Law Firm, our estate planning lawyers work with individuals, families, and business owners in Tulsa as they take that big step toward securing the future well-being of their family and estate. It’s no secret that it can be uncomfortable to think about post-life planning. However, taking meaningful steps toward drafting a valid will and estate plan will protect you, your family, and your life’s accomplishments should something unexpected occur.

If you want to learn more or are ready to begin the process, contact our Tulsa estate planning attorneys today to schedule an initial consultation.

Estate Planning Doesn’t Have To Be A Burden

Every family is different, so we’ll offer solutions tailored to your needs. A comprehensive estate plan will ensure that your final wishes are carried out, will help prevent lawsuits, and will minimize inconvenient delays during the distribution of assets to your heirs.

Regardless of whether you need to address complicated blended family issues or business succession planning, our estate planning lawyers in Tulsa will work alongside you to develop a comprehensive estate plan that meets all your needs and goals. When life and business situations change, Helton Law Firm will be there to revise and update your estate plan in advance of an emergency.

We invite you to reach out to us and speak with an estate planning attorney to learn your options when addressing:

We have over 20 years of experience helping clients create robust, effective legal solutions that last. Reach out today to learn more about the estate planning process with an experienced estate planning lawyer in Tulsa, Oklahoma.

Emergency and In-Home Tulsa Estate Planning

We understand that many people wait until later in life to consider their estate needs and that medical conditions sometimes require emergency legal planning. That is why we gladly make in-home, in-facility, and hospital visits to our senior and disabled clients or those who are uncomfortable discussing these matters in a law office.

Why Every Adult Should Have an Estate Plan in Tulsa

Estate planning isn’t just for the wealthy or those entering retirement; every adult can benefit from having a plan in place. If you own any property, have children, or simply want a say in how your affairs are handled should you become incapacitated, an estate plan is critical. Without a plan, state law will dictate how your assets are distributed, which could lead to undesirable results.

Estate planning also provides peace of mind. It allows you to appoint a power of attorney (POA) (i.e., a trusted individual) to make legal, medical, or financial decisions if you are unable to do so yourself. In doing so, you can greatly ease the burden on your loved ones during difficult times.

Common Mistakes to Avoid When Estate Planning in Tulsa

While many people understand the value of having an estate plan, mistakes are common when trying to do it alone. Common pitfalls include:

Relying solely on an online will template without personalized legal guidance
Failing to update your plan after life changes, such as marriage, divorce, or the birth of a child
Neglecting to plan for incapacity can leave your family struggling to manage your affairs
Forgetting to designate beneficiaries properly on retirement accounts and insurance policies
Overlooking tax planning strategies that could protect your assets for future generations

By working with an experienced estate planning attorney in Tulsa, you can avoid these mistakes and create a plan that truly reflects your wishes.

Tulsa Estate Planning for Business Owners

Business owners face unique considerations in estate planning. If you own a small business, you’ll want to ensure that your succession plan is clear and enforceable. This helps your family, partners, and employees avoid confusion and disputes.

At Helton Law Firm, our Tulsa business lawyers can help entrepreneurs with:

Drafting contracts, such as buy-sell agreements
Structuring ownership transfers
Mergers and acquisitions
Preparing for liquidity needs in the event of an owner’s death or disability
Preserving the value of the business for future generations

If you have questions about protecting your business interests, our Tulsa attorneys can help you craft a plan that aligns with your long-term goals.

Tulsa Estate Planning for Families With Young Children

Parents of minor children have an added layer of responsibility when it comes to estate planning. In addition to distributing property, your estate plan should clearly state who will care for your children if you are no longer able to do so.

A legally valid will allows you to designate guardians of your choice, rather than leaving this important decision to the court. Additionally, trusts can be established to manage your children’s inheritance and protect their financial future.

Without a plan in place, your family could face unnecessary legal battles and uncertainty. Our estate planning lawyers will walk you through your options so you can make informed decisions that provide the greatest security for your loved ones.

Work With a Tulsa Estate Planning Attorney at Helton Law Firm

Contact us at Helton Law Firm to schedule a free informational meeting to discuss your future planning. We understand if this is something you have been setting aside, but it’s time to check it off your list. Let us help you. Call our Tulsa office at (918) 928-7104 or complete our online contact form for a prompt response.