Estate Planning Attorney in Broken Arrow, Oklahoma

Wills, Trusts and Powers of Attorney for Tulsa and Wagoner County Families

Broken Arrow is split between Tulsa County and Wagoner County. That split decides which court handles an estate if it ever goes through probate, so we plan with it in mind.

Wayne Bailey | 1621 S. Eucalyptus Ave., Ste. 204 | By Appointment

Wayne Bailey prepares estate plans and meets clients in Suite 204 at 1621 S. Eucalyptus Ave. Tulsa clients are served from this office too.

How an Estate Plan Comes Together in Broken Arrow

  1. Call (918) 863-2523. We run a conflict check and set a meeting.
  2. First meeting. Bring deeds, account and retirement statements with their beneficiary designations, any existing will or trust, and business documents if you own a company.
  3. Design. We choose between a will and a revocable trust, or use both. We consider a transfer-on-death deed for Oklahoma real estate and line up your beneficiary forms with the plan.
  4. Signing. An Oklahoma formal will is signed before two witnesses who do not inherit under it. We handle the signing in the office.
  5. Funding and review. Assets are retitled into a trust where needed. Review the plan after a move, a marriage, a birth or a sale.

Tulsa County or Wagoner County: Where a Broken Arrow Estate Is Probated

  • Living on the Tulsa County side usually means the Tulsa County District Court, in Tulsa.
  • Living on the Wagoner County side usually means the Wagoner County District Court, in Wagoner.
  • Real estate in another state may need a separate proceeding there.
  • Much of Broken Arrow lies within the Muscogee (Creek) Nation Reservation. Restricted or allotted land can bring in federal rules and a different court. Restricted land planning

A funded revocable trust can keep many assets out of probate altogether. Where an estate qualifies, a small estate affidavit may be enough.

For Broken Arrow Business Owners

If you own a company, your will or trust and your operating agreement or bylaws should agree with each other on who takes over. We coordinate the two. See Business Lawyer in Broken Arrow.

Your Estate Planning Attorney in Broken Arrow

Wayne Bailey

Managing attorney. Prepares estate and business plans and sees clients at all four offices. His profile lists an accounting degree, an LL.M. in Taxation and admission to the U.S. Tax Court. Read profile

Ambrielle Glass

Works alongside him when a plan has a tax side. Read profile

Broken Arrow Estate Planning Questions

Yes. Tulsa County clients meet with us in Broken Arrow, or by phone or video when the matter allows.

It can change which court would probate your estate. A funded trust may avoid probate either way.

Not always. A transfer-on-death deed or a will may fit. We go through the trade-offs with you.

Yes. We coordinate your estate plan with your company documents.

We explain how the fee will work before any work begins.

What Our Clients Say

Talk to an Estate Planning Attorney in Broken Arrow

Call (918) 863-2523 or use our contact form. Bring a list of what you own and who you want to receive it. Contacting the firm does not create an attorney-client relationship.

Brick office building at 1621 S. Eucalyptus Ave. in Broken Arrow, OK, home of Green Country Law Group Suite 204

Visit Our Office in Broken Arrow

Suite 204, in the brick office building at 1621 S. Eucalyptus Ave. Use the map link below for directions from Tulsa, Bixby or Coweta.

Address: 1621 S. Eucalyptus Ave., Ste. 204, Broken Arrow, OK 74012
Phone: (918) 863-2523
Hours: Monday – Friday, 8:00 AM – 5:00 PM (By Appointment)

Also serving: estate planning in Tahlequah · Muskogee

Our Broken Arrow office · Oklahoma Estate Planning

Our Location Details

Address: 1621 S. Eucalyptus Ave., Ste. 204, Broken Arrow, OK 74012

Phone: (918) 863-2523

Hours: Monday – Friday, 8:00 AM – 5:00 PM (By Appointment)

Our Four Offices