Sand Springs Estate Planning Attorney
Estate planning is the overall process of planning for the management and distribution of your assets upon your death. These conversations can sometimes be difficult and emotional, but having a well-crafted estate plan in place is necessary for protecting your family and your property.
It can also help your loved ones avoid a lengthy and costly probate process, ensuring a smoother transfer of assets and greater peace of mind.
Contact Helton Law Firm today to schedule a free consultation with a Sand Springs estate planning lawyer and take the first step in establishing your comprehensive estate plan.
Why Hire the Sand Springs Estate Planning Lawyers at Helton Law Firm?
At Helton Law Firm, we understand just how sensitive this topic can be. Our caring and compassionate estate planning attorneys will take the time to get to know you and your personal situation. Clients in Sand Springs turn to us because:
- They know they will get the personal time and attention they deserve
- Our team has a deep understanding of Oklahoma estate law
- We strive to provide personalized and comprehensive representation while keeping costs affordable
When you’re ready to start your estate plan, reach out to Helton Law Firm’s estate planning lawyers in Sand Springs to schedule a free case evaluation. Let us use our experience to help you create a comprehensive estate plan that meets your needs.
Who Needs Estate Planning in Sand Springs?
There is a common misconception that estate planning is reserved only for the elderly or wealthy. The truth is that almost everyone can benefit from proper estate planning. Everyone who owns any type of property has an “estate,” and creating an estate plan directs how that estate should be handled in the event of your death.
This includes individuals or couples who own:
- Real estate
- Automobiles
- A business
- Personal property
- Insurance policies
- Retirement or other financial accounts
A proper Sand Springs estate plan can be one of the best ways to protect your family and your assets after your death. For business owners, having a succession plan is especially important. Working with a Sand Springs business attorney can help ensure your company transitions smoothly in the event of incapacity or death, protecting both your business and your beneficiaries.
Common Estate Planning Documents
Several legal tools can be used to create a well-rounded estate plan, each serving a specific purpose in managing and protecting your assets, including:
Last Will and Testament
A will (or last will and testament) is one of the most common and familiar estate planning documents. A will is used to appoint an executor for your estate, and it also directs how the executor should administer and distribute your assets after your death.
Trusts
A trust is a powerful wealth transfer tool used to hold assets for the benefit of named beneficiaries. Trusts come in many forms, and they can have some serious tax advantages. Trusts can be complex to put together, so having an experienced Sand Springs estate planning attorney on your side is crucial for getting the most value out of these tools.
Beneficiary Designation Forms
A beneficiary designation form allows you to specify a beneficiary for certain types of financial accounts, such as checking accounts, savings accounts, and retirement accounts. This can be done to allow these assets to pass to the beneficiary outside the probate process.
Advanced Health Care Directive
An advanced health care directive allows you to appoint a proxy or agent to make medical decisions on your behalf. These documents can also be used to specify the types of treatment or intervention that you do or do not wish to receive.
Durable Power of Attorney
A durable power of attorney allows you to name an agent to act on your behalf in the event you become incapacitated. The designated individual is allowed to make financial and other decisions for you.
Contact an Estate Planning Attorney in Sand Springs Today
Planning for the future is one of the most meaningful ways to protect your loved ones and ensure your wishes are honored. Whether you need to create a simple will or develop a more comprehensive estate plan with trusts and powers of attorney, our experienced team of estate planning lawyers at Helton Law Firm is here to guide you every step of the way.
Our experienced Sand Springs estate planning attorneys will take the time to understand your goals, explain your options, and create a plan that fits your unique needs. Call Helton Law Firm today at (918) 928-7104 to schedule a free consultation with an estate planning lawyer and start building a secure future for you and your family.
