The Legacy. $4,495 Fully Funded Trust-Based Estate Plan for Oklahoma Law Enforcement Officers.

The Legacy is the plan most plans aren't. It includes the trust, the will, all the directives, and the work that almost every other estate plan leaves undone: actual funding.

A trust that isn't funded is just paper. The Legacy makes sure your trust is actually holding your assets, your beneficiary designations are actually coordinated, and your family actually knows what to do. That's the difference.

Documents included

• Everything in The Shield (will, trust, pour-over will, certification, all directives, funding instructions, beneficiary review)
• Deed preparation and recording for your primary residence. We prepare and record the deed transferring your home into your trust. This is the single most common funding step that gets skipped.
• Beneficiary designation updates. We don't just review them. We help you update them where they need updating.
• Asset retitling guidance. Bank accounts, brokerage accounts, vehicles. We tell you exactly what to do and walk you through it.
• Personal Property Memorandum. A separate document where you list specific items (firearms, jewelry, family heirlooms) and who gets them. Easy to update later without changing your trust.
• Digital Asset Addendum. Email accounts, social media, cloud storage, password manager access. Names someone authorized to handle your digital footprint.
• Letter of Instruction to family. A plain-English document, written with your input, that tells your family where everything is and what to do first. Not a legal document. Just clarity.
• Line-of-Duty contingency review. We review your pension survivor benefits, departmental life insurance, PSOB eligibility, and any departmental death benefits. We make sure your beneficiaries and forms are correct.

Plus

• In-person signing meeting available (or virtual if you prefer).
• Premium leather portfolio with all original signed documents.
• Digital vault with secure family access protocols.
• Twelve months of email access for clarification questions on your documents.

Four weeks from intake to fully signed and funded plan. Funding work takes the most time because we're coordinating with title companies, banks, and beneficiary forms across multiple institutions.

How it works

Same four steps, more depth at each one.

• Step 1: Submit the form. We text you within minutes.
• Step 2: Fill out the intake. Ten to fifteen minutes.
• Step 3: Thirty-minute consult with Aaron by Google Meet.
• Step 4: We draft, fund, and sign. Done.