What company value propositions do you feel resonate with your clients most?

How long we’ve been in business. How our prices compare with other firms. The fact that we’re a specialist firm.

What’s unique about your state and what do you think matters?

No estate tax. Community property but with an exception for inheritance. No such thing as a medical power of attorney.

What do you like best about your community / clients in your area?

My clients are very down-to-Earth, family oriented, and care mor about building a relationship with me as their attorney than simply getting their estate documents completed.

What do clients in your community ask the most questions about? What do people in Oklahoma care about?

Clients ask most about protecting their home/land from taxes/nursing homes/probate/other creditors

Why is Oath right for your clients?

Oath is right for OKC clients because it provides a complete service and take the guess-work away

What story do you tell at your workshops?

I talk about my upbringing on a small farm in Azle Texas and how I come from humble beginnings and that the reason I do estate planning is family, which is the reason almost all of my clients want to create estate planning. It resonates well.

What are the state specific documents that you prepare for clients, and why?

Nothing really except that we don;t have a medical power of attorney which makes the advance directive (more specifically, the healthcare proxy) very important.

What do you estimate the longest possible probate is in your state?

For the average estate, probably no more than 18 months, but I have seen several years when the estate is quite large

How much do you think the most expensive probate might cost in your state?

Most expensive could get to somewhere around $10,000 - $15,000 whereas the average might sit around $5,000 - $7,500

What do clients ask most at your workshops and how do you answer it?

They ask the difference between trusts and wills and I answer that by describing the probate process in the state of oklahoma and explaining that trusts don’t go through this process but that wills do.

What are your three favorite communities that you visit on your workshop schedule?

Lawton, Mustang/Moore, and Choctaw

What’s the most impactful story you’ve had from one of your clients?

We helped a client create their estate plan because they were worried about their kids swooping in and causing trouble for each other and their new spouse. They died just a few weeks after we signed everything and it prevented all that drama and heartache just like they wanted. Even in the wake of someone dying, we got to see that we did a lot of good for that family.