Estate Planning Attorneys in Edmond, OK

We did the hard work of finding trustworthy partners in Edmond, OK. Fill out the form to get connected.

Get Legal Help With Your Estate Plan


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Edmond, OK Estate Planning Law Firms

McAlister, McAlister & Nicklas PLLC
4 out of 5
Location 15 E 15th St, Edmond, OK 73013, USA
Phone (405) 359-0701
Rubenstein & Pitts
5 out of 5
Location 1503 E 19th St, Edmond, OK 73013, USA
Phone (405) 340-1900
Lidia Law Firm, P.C.
5 out of 5
Location 1300 E 9th St Suite 10, Edmond, OK 73034, USA
Phone (405) 757-4861
Danley Law Firm PC
5 out of 5
Location 3233 E Memorial Rd # 101, Edmond, OK 73013, USA
Phone (405) 478-9455
Elizabeth Ross-Jones, PLLC, Ross-Jones Law Office
5 out of 5
Location 1763 W 33rd St STE 130, Edmond, OK 73013, USA
Phone (405) 471-5593
Estate Planning Lawyers in Edmond, OK

Where Estate Planners in Edmond, OK Serve

Edmond, OK is a vibrant city with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. The city is home to the University of Central Oklahoma, which is a major landmark and educational institution. Other notable landmarks include the Edmond Historical Society and Museum, Arcadia Lake, and the Edmond Public Library. The top employers in Edmond include the University of Central Oklahoma, Mercy Hospital, and Edmond Public Schools. These employers offer a wide range of job opportunities for residents and contribute to the city's thriving economy. Major highways and streets in Edmond include Interstate 35, which runs north and south through the city, and Broadway Extension, which provides easy access to downtown Oklahoma City. Other notable streets include Danforth Road and 2nd Street, which are home to many of the city's shops and restaurants. Edmond is divided into several distinct neighborhoods, each with its own unique charm and character.

Financial Services Related to Estate Planning in Edmond, OK

Banks and Credit Unions

Residents of Edmond, OK can benefit greatly from the services provided by a bank. One of the most common ways a bank can help is by providing financial assistance for home purchases, which is particularly relevant in Edmond where the real estate market is booming. Additionally, banks can offer loans for small businesses, which can help stimulate the local economy and create job opportunities. Another way banks can assist Edmond residents is through their online banking services, which allow for easy and convenient access to account information and transactions. Overall, banks play a crucial role in providing financial stability and support for the community of Edmond, OK.

Insurance Broker

Residents of Edmond, OK can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on the best insurance policies for their specific needs. This is especially important in Edmond, where severe weather events like tornadoes and hailstorms are common. An insurance broker can help residents find policies that provide adequate coverage for property damage caused by these natural disasters. Additionally, an insurance broker can help residents navigate the complex world of healthcare insurance, which can be especially daunting in a state like Oklahoma, where healthcare costs are high and coverage options can be limited. Overall, an insurance broker can provide invaluable assistance to Edmond residents looking to protect themselves and their families from unexpected financial hardships.

Retirement Planning

Residents of Edmond, OK could benefit from the expertise of a retirement planner in a variety of ways. One of the most common ways would be helping them navigate the complexities of Social Security benefits, which can be particularly important for those living in a retirement community like Edmond. A skilled planner can assist with determining the best time to begin claiming benefits, as well as optimizing benefits for couples. Additionally, they can provide guidance on tax-efficient strategies for withdrawing retirement savings and managing healthcare costs. With the help of a retirement planner, Edmond residents can feel confident that they are making informed decisions about their financial future.

Wealth Management

Residents of Edmond, OK can benefit from the services of a wealth manager in many ways. One of the most common ways is through retirement planning. Edmond has a large population of retirees and pre-retirees who need assistance in maximizing their retirement savings and creating a sustainable income stream for their golden years. A wealth manager can help these individuals navigate the complexities of retirement planning, such as calculating required minimum distributions, managing tax implications, and selecting appropriate investment vehicles. Additionally, with Edmond's thriving business community, a wealth manager can also assist small business owners in creating and executing a financial plan to ensure the long-term success of their business. Overall, a wealth manager can provide personalized financial guidance to Edmond residents, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Edmond, OK can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances and goals. This can include strategies for saving for retirement, paying off debt, and investing wisely. Additionally, a financial advisor can help residents navigate the complex tax laws in Oklahoma, which can vary significantly from other states. For example, Oklahoma has a unique tax credit for donations to public schools, which a financial advisor can help residents take advantage of. By working with a financial advisor, residents of Edmond can feel more confident in their financial decisions and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Edmond, OK can benefit greatly from the services of a mortgage loan officer. These professionals can help residents navigate the often-complicated process of obtaining a mortgage, whether they are first-time homebuyers or seasoned homeowners looking to refinance. A mortgage loan officer can provide guidance on the various loan options available, help residents complete the necessary paperwork, and offer advice on how to improve their credit score to secure a better interest rate. In particular, residents of Edmond, OK may benefit from a mortgage loan officer who is familiar with the local housing market and can offer insight into the specific challenges and opportunities that exist in the area. With the help of a mortgage loan officer, residents of Edmond, OK can achieve their dream of homeownership and secure a stable financial future.

Tax Services

Residents of Edmond, OK can greatly benefit from the assistance of a tax advisor in several ways. One of the most common ways is by receiving help with filing their taxes accurately and on time. This can be especially important for those who are self-employed or have complex tax situations. Additionally, a tax advisor can help residents in Edmond take advantage of tax deductions and credits that they may not have been aware of, potentially saving them a significant amount of money. For example, Edmond residents who own a home may be eligible for deductions related to mortgage interest and property taxes. Overall, a tax advisor can provide valuable guidance and support to residents of Edmond, ensuring that they are in compliance with tax laws and maximizing their potential savings.


Wills, Trusts, and Other Estate Law FAQs