OUR SERVICES
Comprehensive Estate Planning Tailored to Your Family
Trust-based estate plans, probate administration, and business exit planning — serving families across Oklahoma and Northwest Arkansas.
OUR SERVICES
How Probate Works in Oklahoma
Business Planning
A complete Oklahoma living trust estate plan for families: drafted, signed, and fully funded in as little as 30 days, for one flat fee.
Probate & Estate Administration
Flat-fee representation through uncontested Oklahoma probate, trust administration, heirship, and the sale of inherited property. One fee, quoted in writing before we begin.
Estate Planning & Trusts
A complete Oklahoma living trust estate plan for families: drafted, signed, and fully funded in as little as 30 days, for one flat fee.
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
Colby Robertson
Founder & Managing Attorney
See the Difference
Why a Funded Revocable Trust Wins Every Time
Without a Trust
- Probate takes 6–18 months
- Legal fees eat 5–10% of estate
- Assets become public record
- TOD deeds create hidden traps
With a Funded Trust
- Assets transfer immediately
- No court fees or attorney costs at death
- Complete privacy preserved
- TOD trap eliminated entirely
how it works
Getting Your Business in Order Takes Three Steps
Strategy Call
We spend 15 to 30 minutes on the business, the ownership, and what is coming in the next year or two. Plain talk, no obligation.
The Review
We look at what exists: formation documents, the operating agreement, the buy-sell, the ownership record, and how the business sits inside your personal plan. You get a clear list of what is missing and what it takes to fix.
The Work
We draft, clean up, and file what the list calls for, coordinating with your CPA and any other advisors. One flat fee, quoted before we start.
Before You Sign Anything
Formation, ownership cleanup, and buy-sell work are all easier and cheaper before a binding agreement exists. Once a letter of intent is signed, half the options are gone.
We Work With Your Team
Your CPA runs the numbers. Your broker runs the process. Your deal counsel negotiates the deal. We handle the ownership documents and the personal side, which is what makes their work cleaner rather than slower.
From Our Practice
Stories That Could Be Yours
- 5.0 · 20 Google Reviews
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Common Questions
Answers You Can Actually Use
I am just forming an LLC. Is that too small for you?
No. Formation is a large part of what we do, and it is the cheapest point in a company’s life to get the structure right. Fixing it later, usually in the middle of a transaction, costs several times more.
When should I call if I am thinking about selling?
Before you sign anything, ideally six to twenty four months out. Once a letter of intent is signed, half the useful planning options are gone.
Do you replace my deal attorney or my broker?
No. They handle the transaction. We handle the ownership documents and the personal side, which is where sellers usually get surprised.
What happens to my business if I die without a plan?
Your interest passes through Oklahoma probate, which means a court controls the timeline rather than your family or your partners. A current buy-sell agreement and the right ownership structure prevent that.
We have partners and a handshake arrangement. Is that a problem?
It is the single most common problem we fix. Undocumented equity, missing assignments, and a buy-sell nobody has read since it was signed. All of it is straightforward to correct now and expensive to correct later.
What does it cost?
A flat fee, scoped to your business and quoted in writing before we begin. Not hourly, and not a percentage of anything.
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 is easier.
Put the Structure in Place Before You Need It
Tell us where the business is and what is coming. We will tell you what is missing, what it takes to fix, and what it costs as one flat fee.
Formation, buy-sell, succession, or a transaction on either side of the table.
My Estate Advisor
Estate Planning Attorneys
Services
- Estate Planning & Trusts
- Probate & Trust Administration
- Business Planning & Transactions
Firm
- About the Firm
- Client Reviews
- Estate Plan Scorecard
- Start Your Plan