A Special Needs Trust protects a loved one with a disability without jeopardizing SSI, Medicaid, or other benefits. We help Tulsa families create plans that provide long-term support and dignity.
We assist with:
First-party Special Needs Trusts
Third-party Special Needs Trusts
ABLE accounts guidance
Caregiver instruction letters
Trusteeship guidance
Long-term planning
We understand these decisions are emotional — and we're here to help make them easier.
Without a clear estate plan, your family could face a lengthy probate process, your wishes may not be honored after you're gone, and your loved ones may be left unprotected. Work with us to create a clear estate plan that protects your loved ones, helps your family avoid the burden of probate court, and gives you peace of mind that your affairs are in order.
Not ready to meet with a lawyer yet? That’s okay. Our free checklist walks you through how to write a legally valid handwritten (holographic) will in Oklahoma. It’s a simple guide that helps you make sure your wishes are clear and your loved ones are protected—without needing witnesses or a notary. Download the checklist and take the first step toward peace of mind.