Wills and Trusts

An experienced estate planning attorney knows how to use a will and a trust as tools to transfer property after your death. Putting together a good estate plan consists of drafting and executing documents such as a will, a trust, or both. The purpose of an estate plan, and the importance of having a will or trust is to protect your assets and preserve your intentions.

Mark and Roberta are experienced estate planning attorneys who will help you develop all of the documents needed, including detailed instructions outlining how you would like your assets handled upon your death. We are available to discuss with you your specific estate planning goals. We will advise you of your options and develop a plan to minimize taxes and the reach of creditors, and maximize the  distribution of assets to your family and loved ones.

Oklahoma has a “Default Will”  under the Intestate Succession Statutes That May Not Be Consistent With Your Wishes

It is important to know that if you die without a will, the state of Oklahoma has a scheme of distribution set up by default. This means that without a will where you name the beneficiaries of your estate, the probate court will be forced to distribute your assets when you die, not necessarily according to your wishes. Thus, taking a proactive approach by drafting a will can ensure that when you die you don’t have to let the State decide what happens to your estate.

Many times a trust is wise, because it not only allows for protection of assets and carries out your wishes like a will, but it can avoid having a probate matter filed at all. This saves time and money, something your surviving family members will greatly appreciate. It also offers greater flexibility and privacy than having to go through a public court probate proceeding.

There are many advantages to using the proper estate planning documents. Robinson Law PC can discuss with you the specific options that will help achieve your estate goals.

Let Robinson Law make it easy for you…and your loved ones. Contact us for a free consultation.