The Shield. $2,495 Revocable Living Trust Estate Plan for Oklahoma Law Enforcement Officers.
Trust-based plan. Built for the officer protecting a family, a home, and a future.
What's included
The Shield is built around a Revocable Living Trust, the document that keeps your family out of probate court. Probate is public, slow, and expensive. A funded trust avoids it entirely.
This is the plan most officers with a home and a family end up choosing, because it's the right plan for that life stage.
Documents included
- Everything in The Watch (will, financial POA, healthcare POA, advance directive, HIPAA authorization)
- Revocable Living Trust. The core document. Holds your assets so they pass to your family without probate court.
- Pour-Over Will. Replaces the standalone will and works with the trust to catch anything not titled in the trust at death.
- Certification of Trust. The short, shareable version of your trust that banks and title companies actually need.
- Trust funding instructions. A clear checklist of what to retitle into your trust and how.
- Beneficiary designation review. We review your departmental life insurance, personal life insurance, retirement accounts, and pension to make sure beneficiaries are coordinated with your plan.
Plus
- One virtual signing meeting with notary coordination.
- Digital and printed copies in a Blue Line Legacy portfolio.
- Twelve months of email access for clarification questions on your documents.
Got questions? We're standing by.
Call or text 405-526-2583, or get started below.
Best for
The Shield is the right plan for most officers in their working years. You'll fit this tier if you have:
- A home, with or without a mortgage
- Minor children or any kids you want to inherit thoughtfully
- Retirement accounts (pension, 401k, 457, IRA, Roth)
- Departmental and personal life insurance policies
- A spouse you want to protect from probate court if something happens to you
If your situation is more complex (multiple properties, blended family, business interests, line-of-duty pension complexity), look at The Legacy.
Turnaround
Three weeks from intake to signed documents. Trust drafting takes longer than will drafting because there's more to coordinate, but we don't drag our feet.
How it works
Same four steps, more documents.
- 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. You review. We sign. Done.
Pricing and payment
The Shield is $2,495. You pay $500 at engagement (after your consultation, when you decide to move forward) and the remaining $1,995 at the document signing meeting.
The $500 deposit is earned upon receipt because we begin drafting your documents immediately. There is no hourly billing. The fee is the fee.
A note on funding the trust
The Shield includes the trust funding checklist and the beneficiary designation review. It does not include the actual deed preparation and recording for your home, or the asset retitling work. Many clients handle their own funding using our checklist. Others want us to do it for them. If you want us to handle the funding work, that's The Legacy. You can also start with The Shield and add deed preparation later as an add-on.
Got questions? We're standing by.
Call or text 405-526-2583, or get started below.
Add-ons available with The Shield
- Additional Real Estate Deed ($295 each)
- NFA Gun Trust ($595)
- Firearms Bequest Schedule ($195)
- Children's Trust ($495)
- Pet Trust ($295)
- Special Needs Trust ($895)
- Out-of-State Real Estate Coordination ($495)
- Business Succession Addendum ($695)
- Family Letter Package ($295)
- Funeral and Memorial Wishes Document ($95)
- Document Replacement and Storage ($95)
- Annual Plan Review ($195/year)
Ready to handle this?
Fill out the form. We'll text you back fast.