Sapulpa Estate Planning Attorney

Do not fall for the common misconception that only the super wealthy need an estate plan. The truth is that almost everyone can benefit from a proper estate plan. Whether you are just starting out or have amassed a large estate over many years, a Sapulpa estate planning lawyer can help you properly plan for you and your family’s future.

However, if you’re also navigating issues related to settling an estate, a Sapulpa probate lawyer can help you understand what to expect during the process.

Contact Helton Law Firm today to schedule a consultation and learn more about how our estate planning attorneys can help you.

Why Choose the Sapulpa Estate Planning Lawyers at Helton Law Firm?

When it comes to choosing an estate planning lawyer in Sapulpa, you don’t need just any lawyer. You need someone with a deep understanding of Oklahoma estate law who can advise you of all your options. Clients in Sapulpa choose Helton Law Firm because:

Every client gets the personalized time and attention they deserve
Your Sapulpa estate planning attorney will be easily accessible when you need them
We bring big law firm experience at an affordable price

Give us a call today to schedule a confidential consultation and let us get started helping you.

How a Sapulpa Attorney Can Help You With Your Estate Planning Needs

Crafting an estate plan that fits your needs might involve much more than just writing a will. At Helton Law Firm, we can help you determine what is needed to accomplish your goals and ensure that your wishes are carried out. Our estate planning lawyers can help you by:

Reviewing your current financial and family situation
Offering you sound legal advice about how to structure your estate plan
Drafting all necessary estate documents
Performing a regular review of your estate plan to ensure it continues to meet your needs

Typical Estate Planning Documents

No two estate plans are exactly the same because each person’s needs are unique. However, there are some documents that are commonly used in many estate plans.

Last Will & Testament

A will is one of the most common estate planning documents. A will allows you to designate how you want your estate to be administered and distributed after your death. If you do not have a will at the time of your death, your estate will be distributed according to the intestate succession laws.

Trusts

Trusts are very powerful tools, but they can also get very complex. Trusts often allow families to pass wealth from one generation to the next while providing some tax advantages and maintaining some control over the assets. A trustee is appointed to manage and distribute the trust’s assets to the named beneficiaries.

Durable Power of Attorney

A power of attorney allows you to appoint someone to make financial and other decisions on your behalf. A durable power of attorney remains in effect even if you become incapacitated.

Advance Health Directive

Advance health directives allow you to make important decisions about medical care or end-of-life treatments before those situations arise. You may also choose to appoint a health care proxy to make those decisions for you. By making your preferences known, you can avoid putting your family in the difficult position of making these tough decisions.

Beneficiary Designation Forms

Many retirement accounts and other types of financial accounts allow you to name a beneficiary. Immediately upon your death, those accounts transfer to your named beneficiary without going through the lengthy and complex probate process.

Contact an Estate Planning Lawyer in Sapulpa Today

When you decide it’s the right time to create or update your estate plan, contact our team from Helton Law Firm at (918) 928-7104. Let our Sapulpa estate planning lawyers help you put a comprehensive plan in place that protects both your family and your assets. Schedule a confidential consultation today with an estate planning attorney to get started.