Working with a New Estate Planning Attorney: A Guide for Tulsa and Broken Arrow Families

Many families hesitate to change professional relationships, particularly when it comes to estate planning. Our firm’s attorneys regularly meet with individuals from the Tulsa, Broken Arrow, and surrounding areas, who feel somehow obligated to maintain relationships with their original estate planning counsel, even when those relationships no longer serve their needs. Whether you created your estate plan decades ago, lost contact with your original attorney, or simply seek a fresh perspective that better aligns with your current values and goals, understanding your options helps ensure your estate plan continues to protect what matters most.

Understanding Your Rights and Documents

Your estate planning documents belong to you, not to any particular law firm. Just as you maintain the freedom to change healthcare providers, financial advisors, or other professionals, you have every right to work with an estate planning attorney who ensures you feel heard, understood, and confident about your family’s future security.

Recognizing When to Seek New Counsel

Several situations might indicate it’s time to consider a new perspective on your estate plan:

Loss of Connection

• Your original attorney has retired or relocated
• Regular communication has become difficult
• Response times no longer meet your needs

Evolution of Planning Needs

• Your goals have grown beyond your current counsel’s expertise
• You seek more sophisticated asset protection strategies
• Your family circumstances have changed significantly

Communication and Philosophy

• Current counsel seems unreceptive to questions or concerns
• Communication styles no longer align with your preferences
• You seek a more comprehensive planning approach
• You want someone more accessible or responsive

The Document Review Process

Transitioning to new counsel involves a systematic review of your existing estate plan. Our team approaches this process methodically:

1. Comprehensive evaluation of your current needs and goals
2. Identification of necessary updates based on life changes
3. Analysis of current laws affecting your planning goals
4. Evaluation of modern planning strategies that might better serve your objectives
5. Discussion of how your documents align with current best practices

Creating a Strong New Relationship

Estate planning represents an ongoing relationship that should evolve with your life circumstances. You deserve to work with attorneys who understand both the technical aspects of estate planning and appreciate your unique family dynamics and personal values. Our team focuses on building lasting relationships that help protect your family’s future through every life stage.

Our experienced attorneys offer a thorough review of your current wishes and concerns. We help ensure your plan not only complies with current laws but truly reflects your wishes and protects your legacy. This process often reveals opportunities for enhancement that better serve your current situation and goals.

If you’d like a fresh perspective on your existing estate plan, we invite you to schedule a consultation through our website or contact our office at (918) 608-1836. Our team can help evaluate whether your current plan adequately protects your family’s interests and explain any available enhancements that might better serve your goals.