Oklahoma Estate Planning

Everything You Own Goes to the People You Love.

We help Oklahoma families secure everything they own for the people they love, completely skipping the expensive state-run asset distribution process: two meetings, in as little as 30 days, once we have what we need from you.

The Probate Problem

A Will Goes to Probate.

A Funded Trust Skips It Entirely.

Every year, Oklahoma families lose time, money, and privacy because they had a will when they needed a trust.

6–24

Months

Typical traditional probate in Oklahoma (Oklahoma probate timeline guide)

100%

Public Record

Your assets and debts, listed for anyone to view

2–4%

Of the Estate

What probate typically costs a family, before the waiting (Oklahoma probate cost guide)

With a properly funded trust, your estate transfers to your heirs privately, without a judge, in as little as 30 days once we have what we need from you.

how it works

Securing Your Plan Takes Three Steps

Strategy Call

We spend 15–30 minutes talking about your family, what you own, and what you want to happen. Plain talk, no lawyer-jargon & no obligation.

Your Custom Plan

We personally design an estate plan built for your actual life: your blended family, your business, your land. Not a template with your name typed in. We send you a summary of your plan along with an easy to read flowchart.

Sign & Fund

Once you approve your plan, we meet to complete your signing ceremony and personally walk you through the rest; funding assets, naming beneficiaries, all of it. We also include a life long roadmap that when followed families never see a courtroom. We move as fast as you do: get us what we ask for and most plans wrap up in as little as 30 days.

The 30-Day Standard

Your plan is fully signed, sealed, and ready to fund in as little as 30 days once we have what we need. We will never promise a date we do not control, and we will never be the reason you wait.

Penny-Exact Pricing

You get your exact fee and everything included, in writing, before you spend a single dime. No hourly billing, no meter, no surprise invoice. The number we quote is the number you pay.

Practice Areas

Legal Protection for Every Stage of Life

Hundreds

of Families Protected

A Note From Colby

You’ve worked your whole life for what you have, and the legal system shouldn’t decide who gets it. You also shouldn’t need six months and a complicated process to make sure it doesn’t.

I built My Estate Advisor around one idea: complete protection, personalized planning, one flat fee, finished in about 30 days. And that 30 days is real: my side of it is ready the day you call, so the only variable is how fast we get what we need from you.

I personally design every plan for my clients. When you hire our firm, you get the attorney you met with. Your work isn’t passed off to an associate or a third party for drafting. I’m a lifelong Oklahoman, I’ve practiced Oklahoma estate law for fourteen years, and I’ve been selected to Super Lawyers Rising Stars every year since 2020.

Colby Robertson

Estate Planning Attorney · My Estate Advisor

Super Lawyers Rising Stars 2020–2026

Certified Kingdom Advisor

WealthCounsel Member

Oklahoma City Estate Planning Council

Oklahoma & Arkansas Bar Associations

5 Star Client Rating

Certified Kingdom Advisor® is a designation of Kingdom Advisors.

Our Signature Package

The Legacy Protection Plan

A complete Oklahoma living trust estate plan, built to actually work. One flat fee. No surprises.

Here’s what nobody tells you about estate planning: too many living trusts fail. Not because the documents were bad, but because nobody ever moved the assets into them. The lawyer handed over a memo and wished the family luck. A trust that isn’t funded is an expensive stack of paper. So we don’t hand you a memo and disappear. We prepare your deeds, then walk you through funding, step by step: your accounts, your beneficiaries, all of it. Additionally, you keep the roadmap forever, so ten years from now, when you buy the lake house or open a new account, your family knows exactly what to do and how to do it. Your trust doesn’t just exist. It works, and it keeps working.

What's Included

Asset Analysis and Probate Avoidance Plan
Revocable Living Trust, designed for your family, bound by state law
Pour Over Last Will & Testament
Financial Power of Attorney
Healthcare Power of Attorney
Advanced Healthcare Directive & HIPAA Authorizations
Step-by-step funding walkthrough: your real estate, your accounts, your beneficiaries
Preparation of Oklahoma Deeds to Your Trust
The Lifetime Funding Roadmap: instructions your family keeps forever, so every future asset finds its way into the trust

Exact scope is confirmed in your engagement letter before you sign anything.

Your Investment

One Flat Fee.
Your Legacy Secured.

Quoted in writing before you commit.
No hourly billing. No meter running.
Scope defined in your engagement letter.

In Writing, Before You Commit

Two things you’ll have on paper before you pay a dollar: your flat fee and exactly what’s included. And one thing we’ll say plainly: we move as fast as you do. We can do it in as little as 30 days, but we can’t move forward without your direction. When you’re ready, we move diligently.

Why We Limit New Plans

Your attorney personally designs every plan, so we take on up to 30 new families a month between our two attorneys. That’s not a countdown. It’s how every plan gets the attention it deserves.

Client Stories

Real Families. Real Results.

“Colby and his team were incredible to work with. His firm also handles all necessary filings with the Court, which some firms won’t do. So glad we went with Colby – highly recommend!”

Tyler B. · Google

Colby is knowledgeable, patient, and thorough. His professionalism is matched by his genuine care for his clients, making the process feel smooth, organized, and stress free.”

M. K. · Google

“We could not be happier with the process of setting up our Trust with Colby at My Estate Advisor. It was easy and completed in a timely manner. We highly recommend!!!”

Laura D. · Google

Verbatim excerpts from published Google reviews of My Estate Advisor.

The Clear Choice

Trust vs. Will, Side by Side

ISSUE

Funded Trust

Will Only

Transfer time after death

Court involvement

Privacy

Legal fees

If you become incapacitated

Property in other states

Contest risk

2-Minute Scorecard

Does Your Family Need a Trust?

Answer 5 quick questions. We’ll tell you honestly where you stand, even if the honest answer is “a will is fine for now.”

Common Questions

Answers You Can Actually Use

How is a trust different from a will in Oklahoma?

A will is instructions for a judge. A trust is instructions for your family. With only a will, everything you own goes through the Probate Court before it reaches your kids: months of waiting, on the public record. A funded trust skips the courthouse entirely and passes what you own privately, on your terms.

What does "funded" mean, and why does it matter?

Funding means actually moving your assets into the trust: retitling your home, naming the trust on your accounts, updating beneficiaries. A trust that isn’t funded is just paper, and your family still ends up in probate. That’s why every plan comes with step-by-step funding guidance and a roadmap you keep, not just a stack of documents.

Does your flat fee really cover everything?

Your fee and everything included go in writing before you commit. If something falls outside that scope, we tell you before we do it, not after. No hourly billing, no meter, no surprise invoice.

How long does it take?

Here’s the honest answer: we can do it in as little as 30 days, but we can’t do it without the paperwork. The timeline depends on how quickly you get us what we ask for. When you’re ready, we move.

Can I update the trust if my situation changes?

Yes. A revocable trust is built to change with your life: new kids, new property, a new business, a marriage. While you’re alive and able, you can amend it or undo it entirely. It’s your trust.

Where do you meet with clients?

We have offices for in-person meetings in Edmond, Oklahoma City, Tulsa, and Bentonville. Most of the work can happen by phone and video if that’s easier for your family.

What if my spouse and I want different things?

That’s more common than you’d think, and it’s a conversation, not a problem. We sit down together, talk through what each of you wants, and build a plan you both actually agree with. That’s what the design meeting is for. We can plan separately for separate assets or we can develop a joint plan that accomplishes your family goals.

Have a question we didn’t answer?