Estate Planning Attorney in Tulsa, OK | Welsh & McGough, PLLC
Tulsa Estate Planning Attorney – Welsh & McGough, PLLC
A solid estate plan protects your family, preserves your assets, and ensures your wishes are honored when you are no longer able to speak for yourself. The estate planning attorneys at Welsh & McGough, PLLC create customized plans for individuals and families throughout Tulsa and eastern Oklahoma.
Do not wait for a health crisis or family emergency to plan ahead. Call (918) 585-8600 today for a free consultation.
TL;DR – Estate Planning Tulsa
Welsh & McGough creates wills, trusts, powers of attorney, and healthcare directives tailored to your family. Protect what matters most. Free consultation at (918) 585-8600.
The Estate Planning Process
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Free Consultation – Assess Your Needs
We review your assets, family situation, and goals to recommend the right combination of estate planning documents for your circumstances.
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Identify Assets and Beneficiaries
We help you take inventory of all assets – real estate, bank accounts, retirement accounts, life insurance, and personal property – and align beneficiary designations.
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Draft Your Documents
We prepare your will, trust, durable power of attorney, healthcare proxy, and any other documents needed for a complete plan.
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Review and Execute
We walk through every document with you, answer all questions, and properly execute your plan with witnesses and notarization as required by Oklahoma law.
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Fund the Trust and Update Records
A trust only works if it is properly funded. We guide you through transferring assets into the trust and updating beneficiary designations on financial accounts.
Estate Planning Documents We Prepare
Last Will and Testament
Documents how your estate should be distributed and who should care for minor children.
Revocable Living Trust
Avoids probate, keeps your affairs private, and allows seamless asset management if you become incapacitated.
Durable Power of Attorney
Designates a trusted person to manage your finances and legal affairs if you cannot.
Healthcare Proxy and Directive
Documents your medical wishes and designates someone to make healthcare decisions on your behalf.
Beneficiary Planning
Coordinates retirement accounts, life insurance, and other assets with your overall estate plan.
Estate Plan Review
Life changes. We review and update existing plans after marriage, divorce, birth, death, or major asset changes.
Frequently Asked Questions
- Do I need a trust or just a will?
- It depends on the size of your estate, your privacy goals, and how you want assets distributed. We recommend the right approach at your consultation.
- What happens if I die without a will in Oklahoma?
- Oklahoma intestacy laws determine who inherits your estate – which may not match your wishes. A will ensures your intentions are honored.
- How often should I update my estate plan?
- Review your plan every 3-5 years or after major life events: marriage, divorce, birth of a child, death of a beneficiary, or significant change in assets.
- Is estate planning only for wealthy people?
- No. Anyone with assets, dependents, or specific wishes about their healthcare and finances benefits from an estate plan.
Ready to Get Started?
Contact Welsh & McGough, PLLC today for a free consultation with an experienced Tulsa attorney.