A 90-minute consultation for Oklahoma families after the loss of a loved one.
Losing someone you love is difficult enough. Then come the questions.
Do I need probate?
What am I supposed to do first?
Can I access the bank account?
What happens to the house?
Am I personally responsible for their debts?
Do I need a lawyer?
If you're like most families, you've received advice from well-meaning relatives, friends, the funeral home, or the internet—and much of it conflicts.
Before you make important decisions, spend 90 minutes with an Oklahoma estate planning and probate attorney who will explain what actually applies to your family's situation.
Sometimes the answer is that you'll need probate.
Sometimes the answer is that you won't.
Sometimes there's a trust to administer.
Sometimes there isn't much legal work at all.
Either way, you'll leave with a clear plan.
90 Minutes • Flat Fee of $495 • In Person or Virtual
Schedule Your What's Next Consultation
This isn't a sales consultation.
The purpose of this meeting isn't to convince you to hire our firm.
The purpose is to help you understand exactly where you stand, what needs immediate attention, what can wait, and whether you need legal representation at all.
If you need additional legal services, we'll explain your options, our fees, and what representation would involve.
If you don't need an attorney, we'll tell you that too.
Our goal is simple: give you clarity during a time when everything feels uncertain.
What We'll Cover
Every family's situation is different, but we'll typically discuss:
- Whether probate is required under Oklahoma law.
- Whether a trust administration is needed.
- What needs to happen in the next 30, 60, and 90 days.
- Which assets transfer automatically and which require legal action.
- Real estate, bank accounts, vehicles, retirement accounts, and life insurance.
- Who has legal authority to act on behalf of the estate.
- What documents you'll need.
- Common mistakes to avoid.
- Whether hiring an attorney makes sense for your specific situation.
You'll also have plenty of time to ask questions.
What You'll Leave With
When your session is over, you'll have more than answers.
You'll leave with:
- A personalized action plan.
- A written summary of recommended next steps.
- A list of documents you'll need to gather.
- An understanding of whether probate or trust administration is necessary.
- A realistic expectation of costs and timelines if additional legal work is needed.
Instead of wondering what to do next, you'll know.
Who This Session Is For
This session is ideal if:
- You recently lost a spouse, parent, grandparent, or other loved one.
- You've been named executor, personal representative, or trustee.
- You're responsible for helping settle someone's affairs.
- You're unsure whether probate is necessary.
- You're overwhelmed and simply want to know what comes next.
Even if all you have is a death certificate and a handful of questions, this meeting can provide valuable direction.
What to Bring
Don't worry if you don't have everything.
Bring whatever you have available, such as:
- A will or trust.
- Death certificate (if available).
- Deeds to real estate.
- Vehicle titles.
- Recent bank or investment statements.
- Life insurance information.
- A list of assets and debts.
- Any letters you've received from banks or financial institutions.
If you don't have these documents yet, that's okay. We'll still help you understand your next steps.
Frequently Asked Questions
Do I actually need a lawyer?
Maybe.
Some estates can be handled with very little legal assistance. Others involve probate, trusts, real estate, business interests, or family disagreements that make professional guidance worthwhile.
One purpose of this session is helping you determine whether legal representation is necessary.
What if probate isn't required?
Great.
We'll explain why and outline the steps you should take instead.
Not every death requires probate, and we won't recommend legal work you don't need.
Will you review my documents?
Yes.
We'll review the documents you provide before or during the meeting and explain how they affect your situation.
What if I decide to hire Morris Ratcliff Law afterward?
If you choose to retain our firm for probate or trust administration within 30 days of your What's Next Consultation, we'll apply your $495 consultation fee toward your legal fees.
How long is the session?
Approximately 90 minutes.
You'll have dedicated time to ask questions, review documents, and develop a personalized action plan.
You Don't Need All the Answers Before You Call.
You just need a place to start.
We'll help you understand what needs immediate attention, what can wait, and whether you need legal representation—so you can move forward with confidence.
