OUR PRODUCT
Comprehensive Estate Planning Tailored to Your Family
Trust-based estate plans, probate administration, and business exit planning — serving families across Oklahoma and Northwest Arkansas.
500+ Oklahoma Families Protected
100% Flat-Fee Pricing
A+ Better Business Bureau
From Our Practice
Stories That Could Be Yours
By Colby L. Robertson, J.D.
Everything your family needs in one flat fee: trust, will, powers of attorney, protection for your kids, and the funding work done by us, not left to you. Designed, signed, and funded in about 30 days.
By Colby L. Robertson, J.D.
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: I can do it in about 30 days, but I can’t do it if I don’t have 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?
Our office is in Edmond, and we serve families across the state, including Oklahoma City, Yukon, Tulsa, and Jenks. 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.
Have a question we didn’t answer?
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My Estate Advisor
Oklahoma Estate Planning Law
Flat-fee trust plans for Oklahoma families. Your fee in writing before you commit, and a plan that’s funded, not just signed.
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- Edmond
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Edmond, Oklahoma · Serving Families Across the State · MyEstateAdvisor.com
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