estate planning

Keep Your Affairs Private and Your Loved Ones Protected with a Trust-Based Plan

Avoid Probate and Protect Your Legacy

The Trust-Based Plan is designed for families and individuals who want to avoid probate, ensure privacy, and provide seamless wealth transfer to their loved ones. This advanced estate planning option gives you peace of mind by reducing financial burdens and safeguarding your legacy.

Who Is This For?

Our Trust-Based Plan is ideal for those who:

  • Want to avoid probate in Tulsa, keeping their estate out of court and away from unnecessary delays.

  • Need a plan that ensures privacy for their family’s financial affairs.

  • Desire lifetime protection in case of incapacity or emergencies.

  • Are looking to reduce the financial and emotional stress on their loved ones after their passing.

What’s Included in the Trust-Based Plan?

    • Avoid probate by transferring assets into a trust, ensuring your loved ones have immediate access to what they need.

    • Maintain privacy, keeping your financial affairs out of public record.

    • Designate trusted individuals to make medical decisions on your behalf.

    • Provide clarity and direction for your healthcare preferences.

  • Ensure any assets not transferred to the trust are properly handled, offering a seamless estate plan.

  • Name guardians and establish trusts to protect your children’s future.

  • While you handle trust funding, we’ll provide expert guidance to make the process smooth and stress-free.

How It Works

1. Schedule a Consultation

Let’s discuss your estate planning goals and determine if a trust-based plan is right for you.

2. Design Your Custom Trust-Based Plan

We’ll help you set up a revocable living trust and supporting documents to protect your loved ones and assets.

3. Relax Knowing Your Legacy Is Secure

Feel confident that your family, property, and financial affairs are protected, private, and handled exactly how you want.

Ready to learn more?

Start your estate planning in Tulsa with Wiszneauckas Law and gain the confidence of knowing that your loved ones and assets are protected.

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