Cortes Law Firm Explains the Benefits of the Oklahoma Revocable Living Trust
July 25, 2022 at 03:50
Cortes Law Firm, a firm based in Oklahoma City, OK, is keen on pointing out that the revocable living trust is a vital part of client-centered estate planning and explains the many advantages, such as the ability to easily change the revocable living trust during the lifetime of the client, thus, providing full control of the assets in the trust. They want to emphasize that the revocable living trust is the underlying foundation of effective and appropriate estate planning for people of any age, financial situation, or individual background.
Steve Cortes says, “The goal for us lawyers is to develop long-term relationships with you, so that your wishes become the key objective of your estate plan. Serving Oklahoma City and the surrounding areas, we want to ensure that everything in your life will be taken care of and you can rest assured knowing that all decisions are in good hands. To learn more about our services, contact us today. Read one of our many reviews. Whether it's probate planning, wills and trusts, or business succession planning we are here to help you.”
A primary benefit offered by the revocable trust is that the confidentiality of the wishes of the client is ensured. It ensures that the final wishes of the client is a family matter and therefore, only the trustees and beneficiaries are allowed to read the trust agreement after the person has passed away. This is the opposite of the last will and testament, which is required to be filed with a probate court at which time the will become public record and anybody may be able to take a look at it.
A second important benefit of the revocable living trust is that the client can specify his or her instructions for health care and how the different assets will be administered in the event that he or she becomes physically or mentally incapacitated. The last will and testament is totally useless in this regard because it will only become effective upon death.
Another benefit of the revocable living trust is that, as long as there is proper funding for the assets into the trust during the lifetime of the client, those assets will not have to go through the probate process, which is not only time consuming but also expensive.
Started in 2013, Cortes Law Firm is led by Attorney Steve Cortes, who is a probate and estate planning lawyer for businesses, families, and entrepreneurs in Oklahoma City and surrounding areas. He has 22+ years of legal experience in both the public and private sectors. And as an estate planning and probate lawyer, he has a special perspective with regards to the value of proper estate planning. As part of the estate planning process, the firm will prepare a number of important documents for clients and discuss with them the significance of titling assets to make sure the estate planning documents will be working in according to what is desired by the client. The firm’s goal is to ensure that the estate planning process is fast, efficient, and accessible to motivate people to create and complete their plan. Attorney Cortes is an active member of WealthCounsel, which is a national organization of leading estate planning professionals who are committed to excellence. As a probate lawyer, he is ready to provide the proper guidance to clients in going through the legal process and in distributing the client’s estate to loved ones based the client’s wishes.
It is important to note that the quality of their services is attested to by the highly positive client reviews they have received. In fact, they have an overall rating of 5.0 on Google. In one of their recent reviews, Kathy P. gave them five stars and said, “Thank you for the clear and direct communication and help in getting my affairs in order. This was a very pleasant experience and I have a peace of mind knowing that my estate will be directed exactly how I want it to be when that time comes!”
People who are interested in learning more about the Oklahoma revocable living trust can go to the Cortes Law Firm website, or contact them on the telephone or through email. They are open from 9:00 am to 5:00 pm, from Monday to Friday.
For more information about Cortes Law Firm, contact the company here:
Cortes Law Firm
5801 Broadway Extension Hwy Suite 110
Oklahoma City, OK, 73118