The Legacy Protection Plan. Complete Protection. No Court.
A complete Oklahoma living trust estate plan for families: drafted, signed, and fully funded in as little as 30 days, for one flat fee.
5.0 · 22 Five-Star Reviews
1,000+ Plans Completed
Why Oklahoma Probate Court Is a Costly Mistake for Your Family
6–24 Months
Average Oklahoma probate timeline
2–4% Lost
Estate value consumed in court and attorney fees
100% Public
Your assets, debts, and decisions exposed to anyone
We Do the Hard Work to Keep Your Family Out of Court
As Little As 30 Days
Assets move privately, once we have what we need
Zero Court Process
Your family keeps what you built
Completely Private
No public record of your estate
What's Included
You Don't Just Get Documents. You Get Protected.
Every item below is included in your one flat fee. No add-ons, no surprises.
Asset Analysis and Probate Avoidance Plan
We map what you own and design the plan that keeps it out of probate court.
Revocable Living Trust, designed for your family, bound by state law
Drafted by a WealthCounsel attorney and tailored to your family, your assets, and your goals.
Pour Over Last Will & Testament
Catches any asset not yet in the trust and directs it where it belongs, a critical safety net.
Financial Power of Attorney
Names who can act on your finances if you cannot, so nothing stalls during incapacity.
Healthcare Power of Attorney
Names who speaks for your care when you cannot speak for yourself.
Advanced Healthcare Directive & HIPAA Authorizations
Puts your medical wishes in writing and gives your family the access they need.
Step-by-step funding walkthrough: your real estate, your accounts, your beneficiariesMost Critical Step
We do not just hand you documents. We walk you through moving assets into the trust so it actually works.
Preparation of Oklahoma Deeds to Your Trust
We prepare the deeds that transfer your Oklahoma real estate into your trust, the step most attorneys skip.
The Lifetime Funding Roadmap
Instructions your family keeps forever, so every future asset finds its way into the trust.
One Flat Fee. Your Legacy Secured.
Choose the Right Level of Protection
Foundational Will Plan
Essential protection to name executors and guardians.
Flat fee · quoted in writing
- Last Will & Testament
- Healthcare Power of Attorney
- Financial Power of Attorney
- Revocable Living Trust
- Complete asset funding
- Avoids Oklahoma probate court
Legacy Protection Plan
Flat fee · quoted in writing
- Revocable Living Trust
- Pour Over Last Will & Testament
- Healthcare & Financial POAs
- Full funding setup & deed prep
- Lifetime Funding Roadmap
- Avoids Oklahoma probate court
- Retitling & Funding Support only
Foundational Will Plan
For families with multi-state property, businesses, or specialized trusts.
Flat fee · quoted in writing
- Everything in the Legacy Plan
- Business succession provisions
- Multi-state deed coordination
- Document vault & binder
- Avoids Oklahoma probate court
- Retitling & Funding Support only
The 30-Day Standard
We move as fast as you do. Once we have what we need, your plan is prepared and funding is underway in as little as 30 days. We will never promise a date we do not control, and we will never be the reason you wait.
Why We Limit New Plans
Your attorney personally designs every plan. To keep that level of attention, our two attorneys take on up to 30 new families a month. That is not a countdown. It is how every plan gets the attention it deserves.
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.
Client Stories
Real Families. Real Results.
- 5.0 · 20 Google Reviews
Tyler B. · Google
M. K. · Google
Laura D. · Google
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?
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.
Where do you meet with clients?
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.
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.
Secure Your Legacy Today
Give your family certainty and skip the complexity of probate. Speak with an advisor to custom draft and fully fund your living trust in Oklahoma.
Not ready yet? Take the free 2-minute scorecard to see where your current plan stands.