Streamlined Estate Planning

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Build It

Estate Planning

 

Every family's plan looks different, but the goal is the same: your wishes carried out, your family kept out of court, and no surprises.

We prepare wills, revocable living trusts, durable powers of attorney, advance directives, HIPAA authorizations, and transfer-on-death deeds — and we explain each one in plain language before you sign it.

If you're not sure whether you need a trust or whether a will is enough, that's the conversation we start with.

Who this is for: Anyone who owns a home, has children, owns a business, or has never put a plan in place.

Fund It

Trust Funding

 

This is the step most people never finish.

A revocable living trust only avoids probate for the assets that are actually titled in its name. If your house is still deeded to you personally, if your bank account still has your name on it alone, if your brokerage account was never retitled — those assets go through probate anyway, no matter how well the trust was drafted.

We handle the funding: retitling real property, coordinating with your banks and financial institutions, updating beneficiary designations, and confirming the plan is complete.

Already have a trust from another firm? We offer a Trust Funding Review. We'll tell you exactly what's in the trust, what isn't, and what it would take to finish it.

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Holding hands

Build It

Elder Law & Long-Term Care Planning

 

Nursing home care in the Oklahoma City area starts around $14,000 a month. Assisted living runs north of $5,000. Medicare does not cover long-term custodial care — it covers short rehabilitation stays after a hospitalization, and then it stops.

Most families learn all of this in a single afternoon, usually in a hospital hallway, usually while making a decision they have no time to research.

We help Oklahoma families plan for long-term care before a crisis, and navigate it when a crisis has already arrived. That includes Medicaid eligibility planning, understanding Oklahoma's five-year lookback, spousal protections for the healthy spouse, guardianship matters, and protecting a family home the right way.

A warning worth reading: transferring the house to your children is the most common and most costly mistake we see. It often creates a five-year penalty period where none needed to exist. Please talk to someone before you sign anything.

Administer It

Trust Administration & Probate

 

If you've been named trustee or personal representative, you've been handed a legal responsibility — often while you're grieving, and usually with no instructions.

Trustees have real fiduciary duties, real deadlines, and real personal liability if things are handled incorrectly. We guide trustees and families through the process: notifying beneficiaries, marshaling and valuing assets, coordinating tax filings, making distributions, and closing the trust properly. When probate is required, we handle that too.

If a parent or spouse has recently died and you don't know where to start, call us. That first conversation is about getting oriented, not signing anything.

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— What We Do —

Comprehensive Estate Planning

Revocable Living Trusts

Powers of Attorney

Guardianship Appointments

Advance Health Care Directives

Last Wills and Testaments

Special Needs Trusts

Irrevocable Special-Use Trusts

Business Succession Planning

Asset Protection Entities

Specialized Trusts, including:
Pet Trusts, Gun Trusts, Irrevocable Life Insurance Trusts, Farmland and Ranch Trusts, Minerals/Oil and Gas Trusts, Digital Assets Trusts

Intellectual Property Assignments

Elderlaw Asset Protection Planning

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What will happen during your Peace of Mind Session?

 

  1. I will answer all of your questions and listen as you share your goals, concerns, and objectives.
  2. I’ll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family.
  3. I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take.
  4. Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!
  5. Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets.

Keeping the Plan Current

 Plans go stale. People move, marry, divorce, and die. Accounts get opened and closed. A plan built in 2009 may name a trustee who is no longer living.

We offer annual reviews for clients who want their plan checked once a year — assets, titling, fiduciaries, and beneficiaries — so it still works when the day comes.

About the Firm

Forty years of Oklahoma law practice. More than 200 small businesses guided through startup and legal protection.

I practice law the way I'd want someone to practice it for my own family — plainly, thoroughly, and with the understanding that this is about people, not paperwork.

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Meet Sarah Lee
Gossett Parrish

 

Sarah Lee Gossett Parrish is a third generation Oklahoma attorney who has been in practice 40 years and holds Martindale Hubbell’s highest attorney rating, AV Preeminent, for both Peer and Judicial Review. She also is licensed to practice in the State of Texas.

Sarah Lee has been named in the Top 1% among America’s Most Honored Lawyers, American Lawyer’s Women Leaders in the Law, and featured as one of the Top Female Litigators in the U.S. by mg Magazine. She also was named a 2019 Cannabis Trailblazer by The National Law Journal.


Sarah Lee is admitted to practice in all state and federal district courts in Oklahoma; all state courts in Texas; the United States Court of Appeals for the Tenth Circuit; and the United States Supreme Court.

She received her B.A. in Letters from the University of Oklahoma, graduating with the Silver Leitzeiser Award for Outstanding Senior, Phi Beta Kappa, and Summa Cum Laude. While chairing the Oklahoma Governor’s Commission on the Status of Women, Sarah Lee was instrumental in starting the Oklahoma Women’s Hall of Fame.

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