Estate Planning Packages
A Local Guide to Estate Planning in Tulsa with Heritage Law
At Heritage Estate Planning and Law, we understand that planning for the future is one of the most important decisions you will make for yourself and your family. We know that the process can seem overwhelming, but our goal is to make it as simple and stress-free as possible. Our firm, Heritage Estate Planning and Law, is a locally owned and operated business with over 15 years of experience. We take pride in offering a warm, welcoming approach to legal services, ensuring you feel comfortable and confident in your choices.
"If you don't have a plan, the government has one for you."
Serving Tulsa and All of Oklahoma
While our office is located in the heart of Tulsa, we are proud to serve clients across the entire state of Oklahoma. As a local firm, we are deeply committed to our community and its families. Our local presence provides a personal touch, but our state-wide licensing means we are ready to assist you no matter where you reside in Oklahoma.
Our Comprehensive Estate Planning Services
Estate planning is a vital process, and our services are designed to offer you and your family complete security. We offer tailored packages that include the following key legal documents, each with a specific purpose in protecting your assets and wishes for the future of your family.
Last Will & Testament
Directs the distribution of your assets and names guardians for your minor children.
Durable Power of Attorney
Appoints a trusted agent to manage your financial affairs if you become incapacitated.
Healthcare Power of Attorney
Designates an individual to make medical decisions on your behalf if you are unable to do so.
Trusts
A versatile tool for asset protection and management that can help avoid the probate process.
Our Simple and Supportive Process
Our process is designed to be straightforward and supportive. It begins with a free, no-obligation consultation where we listen to your unique needs. We then work with you to draft a customized plan and prepare all the necessary documents, ensuring every detail is accurate and legally sound.
Your Estate Planning Checklist
Creating an estate plan can feel overwhelming, but breaking it down into a checklist makes it manageable. We've compiled a quick reference list of the documents that make up a comprehensive plan to help you get started on your journey to peace of mind. Sign up for a free estate planning checklist!
- Last Will & Testament
- Durable Power of Attorney
- Healthcare Power of Attorney
- Trusts (as needed)
Ready to get started?
At Heritage Estate Planning and Law, we understand that the goal of estate planning is to secure a future for your loved ones. Our comprehensive packages are designed to give you the confidence that your wishes will be carried out with care. Our experience as an estate attorney with litigation insights allows us to help you navigate potential pitfalls. We invite you to learn more about how we can help. Sign up today to receive our free estate planning checklist, and let's start the conversation about your future.