Estate Planning

No matter your net worth, it is important to have a basic plan for your Estate in place to limit tax liability, preserve family wealth and reduce the burden on your loved ones. 

Our Estate Planning Attorneys can assist clients with all aspects of Estate Planning including the preparation of the following:

  • Last Will and Testament 
  • Power of Attorney 
  • Living Will 
  • Revocable Trust, Irrevocable Trust, Specialty Trust

The preparation of the appropriate documents ensures that our clients will maintain control of their financial and personal affairs while they are well and competent and can leave instructions for the future based on their personal wishes. Estate Planning for individuals includes planning for loved ones, but additionally planning for retirement, and planning for your care as you age.  For business owners, we have a vast knowledge and expertise in planning for the management of your business and your legacy. 

Depending on each client’s needs, Estate Planning can mean different things. For example, if you have young children, you need to plan who will care for them if something were to happen to you. Or perhaps you are wondering how to navigate leaving different assets to different children, or to your siblings, or your favorite charity. These are all normal issues that we can help find resolutions for without added pressure or stress. 

Our Estate Planning Attorneys can help you develop an Estate Plan that can reduce your taxes and be more economical for your beneficiaries in the long run.  We can provide you with plans for your future to protect your retirement, assets, business and family. Most importantly, our friendly, approachable attorneys will help you through the process as simply and easily as possible. 

Call us today at (405) 285-6858 to schedule a consultation with an Estate Planning attorney.

Hartsfield & Egbert Law Firm offers clients legal representation in the areas of Business Law & Formation, Civil Litigation, Construction Law & Defects, Estate Planning & Probate, Insurance Coverage, Oil & Gas and Trademarks. ​To find out more about our Edmond, Oklahoma law firm or to learn how we can help you, call us at (405) 285-6858 today.

Make a Payment

Phone: (405) 285-6858

Attorney advertising material. The material and information contained on these pages and on any pages linked from these pages is intended to provide general information only and not legal advice. You are advised that the acts of sending e-mail to or viewing information from this website does not create an attorney-client relationship.

307 E. Danforth Rd. STE 130

Edmond, OK 73034

Probate is the legal process by which a person’s estate is managed and distributed after death. The probate process includes:

  • Identifying assets
  • Paying debts
  • Distributing assets

Whether a loved one dies with or without a Will, if they have assets in Oklahoma, those assets must be probated in an Oklahoma Court. This allows all their assets to be distributed properly.

There are several ways an Estate can be probated in Oklahoma.
Choosing the right type of probate procedure may make the difference of thousands of dollars and time. Our probate attorneys listen closely to the assets owned and determine how we can use the legal avenues available in Oklahoma to get through the probate process as efficiently as possible. 

Ancillary Probate

  • Ancillary probate is necessary when someone in Oklahoma dies in another State.
  • Ancillary probate can be thought of as supplementing the probate process done in the state of death, called “domiciliary probate.”
  • The ancillary probate process requires reviewing the will and probate documents from the domiciliary probate proceedings and must be filed in the county where the property is located.

Summary Administration Proceedings

  • Summary administration is generally reserved for smaller estates or the estates of people who die more than five years before
  • In Summary administration, the court forgoes the standard probate proceeding in favor of a simpler and often quicker process. 

Dealing with the loss of a loved one can be a difficult and stressful experience. Our probate attorneys are ready to help make this tough time just a little bit easier.

Call us today at (405) 285-6858 to schedule a consultation with a Probate attorney.