Estate Planning Services at CFC Law Office

 At CFC Law Office, we believe every family deserves peace of mind. Based in Tulsa, Oklahoma, our firm specializes in crafting personalized estate plans to protect your assets, provide for your loved ones, and ensure your wishes are honored. Led by Christian Cox, an experienced attorney with a deep commitment to the Tulsa community, we simplify the estate planning process while delivering tailored solutions that align with your goals. Whether you’re planning for your family’s future, managing wealth, or preparing for incapacity, we’re here to guide you every step of the way.

Estate planning is essential to avoid the complexities and costs of probate, minimize tax burdens, and ensure your legacy is protected. At CFC Law Office, we make the process approachable, affordable, and stress-free for Tulsa families. Here’s why clients trust us with their legacies:

• Expert Guidance: Christian Cox brings more than a decade of experience in estate planning and business law, ensuring your plan is comprehensive and legally sound under Oklahoma law and federal law.
• Personalized Solutions: We listen to your unique needs—whether it’s protecting your children, minimizing taxes, or planning for long-term care—and design a plan that reflects your values.
• Community Commitment: As a Tulsa native, Christian Cox has a deep connection to our community, having founded local charities and startups, reflecting our firm’s dedication to family and legacy.
• Proven Results: With a track record of managing complex asset restructurings, litigation, and multimillion-dollar transactions as a corporate officer, Christian brings precision and foresight to every estate plan any business owner needs.

We provide a full range of estate planning services to secure your legacy and provide for your loved ones. Our comprehensive approach ensures every detail is covered, minimizing probate costs and potential tax liabilities:

• Wills
  Create a legally binding will to ensure your assets are distributed according to your wishes. We help you appoint guardians for minor children, designate beneficiaries, and minimize probate challenges under Oklahoma law (84 O.S. §§ 41 et seq.).
• Trusts
  Establish revocable or irrevocable trusts to protect your assets, avoid probate, and reduce estate taxes. Whether you need a living trust, special needs trust, or charitable trust, we tailor solutions to meet your goals, leveraging the flexibility of Oklahoma’s Trust Act or Wealth Preservation Trusts.
• Powers of Attorney
  Appoint trusted individuals to manage your financial or healthcare decisions if you become incapacitated. We draft durable powers of attorney to ensure your affairs are handled seamlessly, giving you peace of mind.
• Advance Directives
  Plan for your medical care with living wills and healthcare proxies. Our team ensures your healthcare wishes are documented and legally enforceable, protecting your dignity and preferences.
• Asset Protection
  Safeguard your wealth from creditors, lawsuits, or unexpected claims. We specialize in strategies to protect your estate or businesses, drawing on Christian Cox’s expertise in risk mitigation from his experience in construction or retail.
• Estate Tax Planning
  Minimize federal estate taxes through strategic planning, including trusts, gifting strategies, and charitable contributions. While Oklahoma has no state estate tax, federal estate taxes apply to estates exceeding the 2025 exemption of $13.99 million per individual (up from $13.61 million in 2024). We also monitor potential federal law changes, as the Tax Cuts and Jobs Act (TCJA) of 2017, which doubled exemptions to historically high levels, is set to expire in 2026. If not extended, the exemption could drop to around $7 million (adjusted for inflation), significantly increasing tax burdens for larger estates.
• Probate Avoidance
  Streamline the transfer of your assets with tools like trusts and beneficiary designations, reducing the time and cost of probate in Oklahoma (58 O.S. §§ 1 et seq.). Probate costs in Oklahoma can include court filing fees (typically a few hundred dollars), attorney fees (based on reasonable charges for services), personal representative fees (approximately 2.5% of the probate property value, often waived by family members), appraisal fees, and newspaper publication charges. For a $200,000 estate, these costs could total $5,000–$10,000 or more, depending on complexity. Small estates under $50,000 may avoid probate entirely with a Small Estate Affidavit, and those under $200,000 may qualify for summary administration, both of which we facilitate to save you time and money.
• Special Needs Planning
  Ensure loved ones with special needs are cared for without jeopardizing government benefits. We design special needs trusts to provide long-term support while maintaining eligibility for programs like Medicaid.

Our estate planning process is designed to be straightforward and client-focused, ensuring your plan reflects your wishes while minimizing costs and tax risks:

1. Free Consultation: Schedule a no-obligation consultation to discuss your goals and concerns. Call (918) 606-3848 or use our online form.
2. Personalized Assessment: We evaluate your assets, family dynamics, and objectives to create a customized estate plan, considering probate costs and potential tax law changes.
3. Plan Development: Our team drafts your documents—wills, trusts, powers of attorney—ensuring compliance with Oklahoma law and your unique needs.
4. Review and Signing: We walk you through your plan, answer questions, and oversee proper execution to ensure legal validity.
5. Ongoing Support: We offer updates and revisions as your life changes, keeping your estate plan current, especially with potential shifts in federal estate tax exemptions post-2026.