Congratulations! I’m assuming you made it to this page because you want to protect your family and/or business.
Please follow the instructions to schedule time with us – it’s fast and easy. If you can’t find a date/time to meet your needs, please call us at 405-500-0137 or email Jeanie@oklahomalegacy.com for additional availability.
OUR SERVICES
Please follow the instructions to schedule time with us – it’s fast and easy. If you can’t find a date/time to meet your needs, please call us at 405-500-0137 or email Jeanie@oklahomalegacy.com for additional availability.
OUR SERVICES
15 Minute Call Free Consultation
Duration: 15 min Virtual
Book a 15 minute phone call with one of our team members to answer your questions regarding a Family Legacy Planning or Existing Estate Plan Review & Check Up Session.
Meeting Type: Phone Call
Duration: 15 min Virtual
Book a 15 minute phone call with one of our team members to answer your questions regarding a Family Legacy Planning or Existing Estate Plan Review & Check Up Session.
Meeting Type: Phone Call
Kids Crisis Planning Session
Duration: 60 min Virtual or In Person
This is a plan that is included in our Estate Planning offerings, but can also be done separately for those who already have an Estate Plan through another service that did not cover this important topic. Do you know exactly who would take care of your kids if the unthinkable were to happen to you? With this plan, you wouldn't have to worry, and neither would your family because our firm will be there to help and protect your children.
***(Please give yourself a weeks time to fill out our questionnaire before your meeting, and at least 4 days for us to review your answers so we can be prepared to give you the best options for your needs. Our questionnaires are formulated to ensure we build the best plan tailored to your exact needs, and as always, we are here to answer any questions you may have.)
Duration: 60 min Virtual or In Person
This is a plan that is included in our Estate Planning offerings, but can also be done separately for those who already have an Estate Plan through another service that did not cover this important topic. Do you know exactly who would take care of your kids if the unthinkable were to happen to you? With this plan, you wouldn't have to worry, and neither would your family because our firm will be there to help and protect your children.
***(Please give yourself a weeks time to fill out our questionnaire before your meeting, and at least 4 days for us to review your answers so we can be prepared to give you the best options for your needs. Our questionnaires are formulated to ensure we build the best plan tailored to your exact needs, and as always, we are here to answer any questions you may have.)
Oklahoma Legacy Planning Session
Duration: 90 min Virtual or In Person
(Estate & Wealth Planning/Asset Protection) During your Family Legacy Planning Session, we will identify the best ways for you to ensure your legacy of love and financial security for your family. This includes appropriate legal, tax and financial strategies.
***(Please give yourself a weeks time to fill out our questionnaire before your meeting, and at least 4 days for us to review your answers so we can be prepared to give you the best options for your needs. Our questionnaires are formulated to ensure we build the best plan tailored to your exact needs, and as always, we are here to answer any questions you may have.)
Estate Administration and Probate Session Free Consultation
Duration: 30 min Virtual
Do you have a parent or close relative that has recently passed? Things can be confusing at a time when you are grieving the loss of a loved one. We are happy to give you some guidance. We can help you understand the big picture of the decisions you are making at this time and help you formulate a plan. Oklahoma Legacy Law can do probates in any county in Oklahoma if that is needed.
Duration: 30 min Virtual
Do you have a parent or close relative that has recently passed? Things can be confusing at a time when you are grieving the loss of a loved one. We are happy to give you some guidance. We can help you understand the big picture of the decisions you are making at this time and help you formulate a plan. Oklahoma Legacy Law can do probates in any county in Oklahoma if that is needed.
Please select your service below and book and we will call to answer any questions and send the appropriate questionnaire for your needs. If you have any questions at any time or do not see a time that works for you, feel free to call 405-500-0137 and we can accommodate your needs.
Directions to our office:
Our office is in Iron Horse Ranch Centennial Addition, located at Coltrane and Coffee Creek Road in Edmond. From I35 and the Covell Exit go West(Left) to Sooner Road and North (Right) on Sooner 1 mile to Coffee Creek. Go West (Left) again on Coffee Creek one mile to Coltrane. Go North(Right) on Coltrane past Centennial Elementary School and our neighborhood is the next entrance on the right.
3009 Trailhead Dr.
Edmond, OK 73034
(405)500-0137
Edmond, OK 73034
(405)500-0137
