Skip to content
  • Practice Areas
    • Business Law
    • Estate Planning & Administration
    • Family Law & Guardianships
    • Medical Marijuana
    • Open Records Act & Open Meetings Act Litigation
    • Personal Injury
    • Real Estate
    • Replevin
    • DUI/DWI
    • Assault & Battery
    • Commercial Driver’s License (CDL) Offenses
    • Department of Public Safety Issues
    • Drug Charges
    • Juvenile Matters
    • Manslaughter and Negligent Homicide
    • Traffic Offenses
  • Attorneys
    • Josh D. Lee
    • Cassandra L. Coats
  • Reviews
  • Blog
  • Contact
Menu
  • Practice Areas
    • Business Law
    • Estate Planning & Administration
    • Family Law & Guardianships
    • Medical Marijuana
    • Open Records Act & Open Meetings Act Litigation
    • Personal Injury
    • Real Estate
    • Replevin
    • DUI/DWI
    • Assault & Battery
    • Commercial Driver’s License (CDL) Offenses
    • Department of Public Safety Issues
    • Drug Charges
    • Juvenile Matters
    • Manslaughter and Negligent Homicide
    • Traffic Offenses
  • Attorneys
    • Josh D. Lee
    • Cassandra L. Coats
  • Reviews
  • Blog
  • Contact

Civil Practice Areas

Family Law

Adoption - Guardianship - Grandparent's Rights 

Personal Injury

Vehicle Accidents - Premises Liability - Dog Bites

Estate Planning

Wills - Trusts - Probate - Power of Attorney

Medical Marijuana

License Holder Rights - Commercial Growers

Real Estate

Contracts - Deeds - Easements - Leases - Quiet Title

Business Law

Formation & Governing Documents - Purchase | Sale

Replevin

Personal Property Issues

go to criminal defense

5 Ways to Prepare for Estate Planning

We are often asked what information someone needs to bring to an estate planning consultation. While it is not necessary to bring anything to the initial consultation, it will be very helpful if you have given some thought to the following 5 items:

 

1.Who do you want to put in charge of administering your estate after you die? This person will be responsible for making sure your final bills are paid and ensuring your property is distributed to the individuals/charities/entities your estate plan instructs. We suggest that you think of your first choice, and at least one alternate.

 

2. Is it important for you to make sure your family does not have to deal with probating your estate in court? If so, we can be sure to incorporate probate avoidance into your estate plan.

 

3. What are the full legal names of your spouse and children? If you do not have a spouse or children, what are the full legal names of other individuals you want to incorporate into your estate plan?

 

4. How do you want your assets to be distributed after you die? You can distribute your assets among individuals, or even donate assets to charities, schools, or churches. You can be very specific with who gets what, or you can be as broad as directing that everything you own should be distributed equally among certain named individuals or entities. You can direct that assets be held and administered by a Trustee until certain beneficiaries reach certain ages, or you can direct that everything be distributed at once when you die. The possibilities are numerous, and during the estate planning consultation, we will talk through your ideas to decide the best custom plan for you.

 

5. If you have any minor children, who do you want to nominate as your minor children’s caregiver/guardian in the event you pass away while the children are still minors? We suggest that you think of your first choice, and at least one alternate.

 

While these items will help you get started with ideas for your estate plan, you do not have to make any final decisions before coming to the consultation. The initial estate planning consultation allows you to get familiar with estate planning options, discuss your questions and ideas with us, and determine the best plan for you.

 

If you would like to set up your free estate planning consultation, please call us at 918-782-0000 or email us at help@leecoats.com

 

Send Us A Message

Fill out the form below and we will contact you about your case. 

About Us

Lee | Coats Law PLC is dedicated to providing the best possible legal services for our clients. Conveniently located in Vinita, Oklahoma contact us today to discuss your case.

Google-plus Facebook Instagram

Quick Guide

DUI Defense

Personal Injury

Estate Planning

Family Law

Drug Charges

Traffic Offenses

Office Address

339 S. Wilson Street
Vinita, Oklahoma 74301

Mailing Address

Lee | Coats Law, PLC
P.O. Box 352
Vinita, Oklahoma 74301

Business Hours

Monday 8:30 am - 5:00 pm
Tuesday 8:30 am - 5:00 pm
Wednesday 8:30 am - 5:00 pm
Thursday 8:30 am - 5:00 pm
Friday 8:30 am - 3:00 pm
Saturday By Appointment
Sunday By Appointment

Home

Josh D. Lee

Cassandra L. Coats

Reviews

Contact

Blog

Copyright 2019 Lee | Coats Law, PLC

Disclaimer