Oklahoma Trusts Lawyer: Advanced Estate Planning Strategies

While a will is essential, a trust can provide a higher level of control, privacy, and flexibility for managing your assets, both during your lifetime and after. A trust is a legal arrangement where a "trustee" holds and manages assets for the benefit of a "beneficiary." At J. Stewart Legal, we can help you determine if a trust is right for your situation and design one that meets your specific financial and family goals.

Key Benefits of a Revocable Living Trust

Avoiding Probate: Assets held in a trust pass directly to your beneficiaries without going through the public, time-consuming, and often costly probate process.
Privacy: Unlike a will, which becomes a public court record during probate, a trust is a private document.
Incapacity Planning: If you become unable to manage your own affairs, your designated successor trustee can step in to manage the trust assets for your benefit, avoiding the need for a court-appointed guardianship.
Control Over Distributions: You can specify how and when beneficiaries receive their inheritance, such as distributing funds at certain ages or for specific purposes like education.

Is a Trust Right for You?

We can help you explore various types of trusts, including irrevocable trusts for asset protection or special needs trusts for beneficiaries with disabilities. We will analyze your estate and help you understand how a trust can be used to achieve your legacy goals.

Ready to discuss whether a trust fits your plan? We're here to guide you.