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Best Estate Planning Attorneys in Tulsa

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Ann H. Morris, P.C. logo
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Ann H. Morris, P.C.

Tulsa, OK 74104
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Business Description

Ann H. Morris, P.C. is an estate planning attorney in Tulsa, Oklahoma. They offer legal guidance in the practice areas of estate planning and probate where they assist their clients in planning for life for themselves and their loved ones. With more than 20 years of experience, Ann H. Morris, P.C. consistently aims to provide dependable service to her clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Barrow & Grimm logo
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Barrow & Grimm

Tulsa, OK 74119
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Business Description

Barrow & Grimm are esteemed attorneys at law in Tulsa, Oklahoma. Those who need legal help can count on the support of this law firm, particularly in the practice areas of business litigation, estate planning, labor and employment, tax law, alternative dispute resolution and real estate, among others. The extensive experience of the firm allows them to carefully and attentively provide quality service to their clients wherein the best legal solutions are achieved.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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David C. Fisher, Attorney at Law logo
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David C. Fisher, Attorney at Law

Tulsa, OK 74135
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Business Description

David C. Fisher, Attorney at Law is an acclaimed family law, commercial and civil mediation lawyer located in Tulsa, Oklahoma.They focus on providing legal services in the practice areas of adoption, child custody, divorce, estate planning, guardianship, legal separation, paternity and more. The firm aims to make clients feel that they are not just a case number, but are earnestly valued.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.8
Facebook
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
G. Gene Thompson Attorney at Law logo
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G. Gene Thompson Attorney at Law

Sapulpa, OK 74066
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Business Description

G. Gene Thompson Attorney at Law is an esteemed law firm serving the areas in and around the city of Sapulpa, Oklahoma. The various areas of practice specialized in by this law firm include estate planning, bankruptcy, family law, and divorce. Personalized and one on one service is provided by G. Gener Thompson, guaranteeing that clients and their legal concerns are attentively and carefully catered to.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Facebook
3.0 / 5 (1)
Karen Keith Wilkins, Attorney at Law logo
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Karen Keith Wilkins, Attorney at Law

Tulsa, OK 74119
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Business Description

Karen Keith Wilkins, Attorney at Law serves the people of Tulsa, Oklahoma. She provides for the legal needs of her clients, particularly in the practice areas of collaborative law, family law, estate planning, probate, and non-traditional families. With over a decade of experience, Karen Keith Wilkins, Attorney at Law offers high-quality, attentive and affordable service to her clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Latham Wagner Steele Lehman Attorneys at Law logo
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Latham Wagner Steele Lehman Attorneys at Law

Tulsa, OK 74133
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Business Description

Latham Wagner Steele Lehman Attorneys at Law provides service in the areas of appellate, banking and financial institutions, intellectual property, litigation, tax, trusts and estate planning and more. The Tulsa, Oklahoma-based firm offers legal service that is both attentive and professional, making them a trusted law firm in their location.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Law Office of Aaron D. Bundy, PLC logo
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Law Office of Aaron D. Bundy, PLC

2509 E 21st St, Tulsa, OK 74114
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  • Trusts
  • Wills
  • Estate Planning

Business Description

The Law Office of Aaron D. Bundy, PLC, serves clients in Tulsa in various legal matters. It handles estate planning and assists clients in creating a plan to protect their assets and ensure the well-being of their families. It offers help with wills, living wills, trusts, and durable powers of attorney. The attorneys of the firm leverage their litigation experience when managing estate planning document issues. Founded in 2006, the firm also handles family law, criminal defense, and serious injury cases.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.8 / 5 (36)
Avvo
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Parsons & Day, LLC logo
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Parsons & Day, LLC

525 S Main St Ste 300, Tulsa, OK 74103
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Business Description

Parsons & Day, LLC are attorneys at law located in Tulsa, Oklahoma that are ready to provide legal needs to their clients, particularly in the practice areas of personal injury, criminal defense, family law, civil rights, estate planning, social security disability and workers' compensation. The firm has been recognized by the American Institute of DUI/DWI Attorneys as one of the 10 Best for Client Satisfaction in 2015.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Facebook
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Rosenstein Fist & Ringold Attorneys at Law logo
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Rosenstein Fist & Ringold Attorneys at Law

Tulsa, OK 74103
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Business Description

Rosenstein Fist & Ringold Attorneys at Law provides legal counsel to the people of Tulsa, Oklahoma along with its outlying communities. Their areas of specialty include alternative dispute resolution, appellate, business organizations, criminal law, estate planning, probate and trust administration. The firm understands the needs of their clients and are very capable of delivering effective solutions.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Susan A. Muscari Attorney logo
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Susan A. Muscari Attorney

Tulsa, OK 74129
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Business Description

Susan A. Muscari Attorney in Tulsa, Oklahoma specializes in last will and testament, revocable living trusts, durable power of attorney, advanced health care directive and probate, among others. The firm strives to offer compassionate and efficient services for their valued clients in times of needed assistance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Facebook
5.0 / 5 (2)
Yelp
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
The Brown Law Firm PC logo
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The Brown Law Firm PC

Tulsa, OK 74103
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Business Description

The Brown Law Firm PC serve the people of Tulsa, Oklahoma and its surrounding counties. This law firm has their services focused on the practice areas of chapter 7, chapter 13, estate planning and car wrecks. The firm is dedicated to offering high quality but cost-effective service to their clients where the most practical legal solutions are delivered to protect their rights, their welfare, and their future.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (55)
Avvo
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

What does an estate planning attorney do?

An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.

What are valuable estate planning services an attorney can provide?

With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:

  • Create a comprehensive plan to protect a client's legacy, that includes a will, power of attorney, trusts, life insurance, and advanced medical directives
  • Optimize an estate plan as tax laws, life events, assets, and goals change over time
  • Protect a client’s loved ones by preventing assets from entering probate
  • Help clients designate a person to make important health decisions for them if they become incapacitated

Can estate planning attorneys help create trusts/wills?

Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.

Is estate planning the same as drafting a will?

While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.

What are the steps involved in estate planning?

To create a thorough and effective estate plan, individuals should follow these steps:

  • Prepare a will that designates an estate executor; indicate who will receive what assets, and assign a trust and guardians for any children. Consider using an attorney if the will is in any way complex.
  • To avoid probate, have an attorney create a revocable living trust.
  • Assign beneficiaries to other assets, such as life insurance policies, retirement plans, and securities.
  • Use an attorney to prepare a living will, name a health care proxy, and create a HIPAA release form.
  • Update the plan every five years.

How long does the estate planning process last?

The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.

What is a trust?

A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.

How does a trust fund work?

When opening a trust fund, a grantor allocates a trustee to oversee and manage assets in the account. This trustee can sometimes be a relative, an estate lawyer, or a bank that acts as the legal owner of the trust. While holding assets, the trustee is required to file taxes on trust assets.

How does a living trust work?

A living trust enables a grantor to manage their assets through a trustee while still alive. They can continually add funds and/or property to their trust fund by transferring them to the trustee, who accepts ownership of everything held in the fund. The grantor can name a beneficiary for their trust, and their assets will be automatically transferred to that person or establishment upon their death.

Do I need a lawyer for a will?

No, a lawyer is not required to draft or complete a will. However, there are some scenarios in which hiring an estate lawyer to assist with a will is a good idea, including when children or high-value assets are involved. Additionally, an estate lawyer can help to reduce probate fees and taxes paid by loved ones after a person dies. It's also best to work with a professional to ensure that the will addresses everything necessary, such as funeral plans, guardianship, and asset distribution.

Can you have both a will and a living trust?

Yes, and individuals who have a living trust should also have a will. While a living trust enables a person to leave funds and assets to a loved one when they're gone, a will is required to cover any assets that aren't included in the trust, such as guardianship of dependents, funeral plans, and forgiveness of outstanding debts, if applicable.

How much does it cost to set up a trust?

The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.

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