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Our Approach to Estate Planning

We believe estate planning is about more than documents — it’s about giving you control over your life and legacy.

Estate Planning With Us — You’re in Control

You’ve worked hard for what you have. You should decide what happens to your assets now and when you’re gone. The Heritage Law Center has the experience and expertise to guide you in doing just that.

“Give what you have, to whom you want, when you want, the way you want.” Did you know this was possible? We’ll show you how.

We’ll show you how to minimize estate tax implications, the advantages of trusts, and how to protect assets that otherwise may be lost. We’ll help you design the most effective plan for your family — addressing estate planning, Medicaid planning and qualification, disability, special needs, probate and post-death planning opportunities.

It’s Never Too Late to Start

The sooner you start, the more options you’ll have. It’s never too late to begin estate planning, and in every case, we anticipate the unexpected. We’ll explain your options given time frames and circumstances. However, the most effective plan is built on long-term goals rather than reactions to immediate needs.

We Know the Law — That’s the Easy Part

Our name says it all. We know estate planning. It’s where we devote our complete attention. Our comprehensive understanding of this area of the law allows us to create solutions that protect your interests to the fullest. In fact, many experts in the field rely on us for advice and educational resources.

We Don’t Tell You What to Do — We Tell You What You Can Do

The foundation for your plan is based on your wishes. Your situation is unique and no one knows it better than you. We listen and learn, then educate you regarding your options. The ultimate decisions are yours to make. We’ll guide you every step of the way.

Our “Lifetime Planning Process”

Finally, we know that flexibility and longevity are important. So we’re in this with you for the long run. That means you’ll always be able to make adjustments as your life changes. Estate planning is an area where trust and commitment are essential. Teamwork at all stages is vital to the success of your plan.

Free Consultation

No obligation. No pressure. Just answers to your questions and a clear path forward.

Schedule Today

Contact Us

405-946-4500

Chase Bank Building, Suite 305
6303 N. Portland, OKC, OK 73112

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