SOUND ESTATE PLANNING FOR YOUR LEGACY
A Comprehensive and Personal approach to estate plans that protect your family.
ALL YOUR LIFE YOU'VE BEEN TOLD YOU NEED A WILL.
Estate Planning is complicated. How can you protect your estate when there are so much misinformation, myths, and false promises?
Do you know how to protect your estate from probate?
How do you choose which trust is right for your family?
What can you do to protect yourself while incapacitated from predatorial medical practices?
Do you have a clear strategy on how to eliminate or reduce your estate and income taxes?
BRING ESTATE PLANNING INTO THE 21ST CENTURY
We service all estate planning needs from documentation to funding and maintenance at little cost to your family.
COST EFFECTIVE SERVICES
We offer digital estate planning services at an affordable price. Offering Wills, Trusts, and Power's of Attorney. All packages include paralegal and attorney fees. Meetings are conducted virtually or in person for your lifestyle needs. We serve clients in Oklahoma and Arizona.
TAX PLANNING
We can provide a plan that is customized to your income and estate tax needs that can either reduce or eliminate those burdens to save money for your family.
ASSET PROTECTION
Through our insurance and asset protection planning, we can help you protect your wealth and legacy from market risk.
WEALTH TRANSFER
Our trust management services will guide you, heirs, along the way of moving assets from one custodian to the next, all while making sure they remain under protection and guidance of your trust.
DYNAMIC LIVING TRUST
A dynamic trust can offer you unlimited changes at minimal costs to you no matter where you are in the world. A living trust might be an alternative to the probate process.
VIRTUAL AND HOME GROWN
Our process can be executed virtually to save you time and money. If you want to meet with a specialist, we have one in your state. Currently in Broken Arrow, OK and Phoenix, AZ.
CONVENIENCE
Access your legal team from anywhere in the world. E-sign everything with complete privacy and encryption for your identity protection.
LEGAL ANYWHERE
Designed and drawn up by our team of experienced attorneys, our living trusts have been accepted in all 50 states.
YOUR TEAM
Experts in the Estate Planning Journey
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TOM VICK
Founder
Tom has educated hundreds of investors on how to craft the best estate plan in both Oklahoma and Arizona.
STACY PEARSON
Estate Planning Specialist
Stacy has spoken at the United Nations assembly about special needs trust. She is an advocate for families with dynasty wealth or in charge of a special needs child. She's educated clients and advisors since 2014.
JENNIFER SURMACZ
Chief Counsel
Jennifer has more than a decade of experience working with trusts, probate wills, contracts, and family law.
