Who is on your Oklahoma estate planning team?

Who is on your Oklahoma estate planning team, and what does your team actually do to support you and help you plan for the future? This team includes your estate planning attorney, financial advisor, accountant, and insurance agent. They work together to make sure that you are protected during your lifetime and that your loved ones and the causes you support are taken care of after your passing.

Your team makes sure your documents are properly executed. Your attorney is the trusted advisor tasked with making sure that your wishes are accurately and legally documented. We can also suggest additional safeguards for your plan if you are concerned about being taken advantage of, such as appointing a corporate trustee instead of a family member or friend, so you know there is proper oversight of your trust.

Your team scrutinizes changes made to your estate planning documents and beneficiary designations. Many changes can occur over the life of your financial and estate plan, and we want to make sure that any changes to your estate planning documents or beneficiary designations are free from an opportunistic loved one’s undue influence. Because you are the client, as long as you are able to make decisions for yourself, we will listen to the changes you want to make. However, if you are unable to make decisions for yourself, we want to make sure that your documents are not changed.

Your estate planning team is here to protect you. As you enter your golden years, you can rest assured that you have a team of people watching out for you if you find yourself in a vulnerable position.