Probate, Trust, & Estate Planning Lawyers in Oklahoma

At Calvert Law Firm, our probate, trusts, and estate planning lawyers provide expert advice and representation to help clients achieve their wealth transfer and estate-planning goals. We know that thoughtful estate planning is essential for protecting your assets, providing for your loved ones, and building a lasting legacy.

Our attorneys assist clients with a full range of estate planning strategies, including lifetime wealth transfer programs, irrevocable life insurance trusts, family limited partnerships or limited liability companies, and intrafamily sales. Whether your needs are simple or highly sophisticated, our goal is to help you achieve peace of mind and financial security for generations to come.

Private Wealth Services

Our Private Wealth Services are tailored to individuals and families who want to preserve, protect, and grow their wealth. We collaborate with your financial advisors, CPA, and other professionals to provide integrated legal and financial solutions that safeguard your assets and plan for the future.

Our Private Wealth Services include:

Estate Planning

We work closely with clients to develop customized estate plans that reflect their unique circumstances and goals. From drafting wills and trusts to implementing advanced tax minimization and gifting strategies, we help clients navigate complex legal and financial issues to ensure their wishes are carried out efficiently and effectively.

Asset Protection

We advise clients on wealth preservation strategies, including the use of trusts, limited liability entities, and other legal instruments to protect assets from creditors, lawsuits, and other potential risks.

Wealth Transfer Planning

Whether you wish to transfer wealth to the next generation or to charitable causes, our attorneys create strategic plans that minimize tax implications and maximize the impact of your legacy. We help with gifting strategies, charitable planning, and other approaches to achieve your objectives while maintaining family harmony and financial stability.

Business Succession Planning

For business owners, our team provides guidance on planning for the transition of ownership and management. We work to ensure a smooth, tax-efficient transfer of your business that preserves its value and legacy for future generations.

Probate & Estate Litigation

In addition to proactive planning, our attorneys handle probate matters and estate litigation, including:

• Will and trust contests
• Breach of fiduciary duty and investment claims

We are prepared to protect your interests in court and resolve disputes involving estates, trusts, and fiduciary responsibilities.

Why Choose Calvert Law Firm?

At Calvert Law Firm, we are committed to helping clients achieve their long-term goals and preserve wealth for future generations. Our experienced team provides personalized attention, expert counsel, and effective legal solutions for all your probate, trust, and estate planning needs.