OUR SERVICES

Estate Planning Tailored to Your Family

Trust-based estate plans, probate and trust administration, and business planning, serving families across Oklahoma and Northwest Arkansas.

OUR SERVICES

How Probate Works in Oklahoma

Court Filing

A formal petition is filed at the county courthouse where the decedent resided, opening the legal window.

Appointment

The court formally appoints a personal representative or executor to administer the estate assets.

Notice to Creditors

A mandatory notice starts the statutory two-month creditor claims window in Oklahoma.

Inventory

Assets are identified, protected, and appraised, with an inventory filed in the courthouse records.

Distribution

After debts, claims, and final taxes are paid, remaining assets are distributed under the will or state law.

Closing

A final accounting is presented to the judge, the estate is closed, and the representative is discharged.

The Problem

Probate Can Drain Your Family's Time, Money, and Peace of Mind

The Hidden Cost of Probate

Probate can turn a difficult loss into a long, expensive, and public ordeal.

Court proceedings can take 6 to 24 months
Legal fees often run 2 to 4 percent of the estate’s value
Every asset and debt becomes public record

Skip the Courthouse

A funded trust keeps your estate out of probate

See the Difference

Why a Funded Revocable Trust Wins Every Time

Without a Trust

With a Funded Trust

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 about 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.

“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.

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?

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.