Planning Your Legacy with Purpose and Clarity
Estate Planning
Estate planning is more than preparing documents—it’s about protecting the life you’ve built and ensuring your wishes are carried forward clearly and compassionately. At Utica Capital, we help clients in Tulsa, Edmond, and throughout Oklahoma organize, document, and implement estate strategies that reflect their personal values and goals.
Our advisors work closely with your attorney, CPA, and family members to coordinate every detail—from asset distribution to beneficiary designations—so your legacy remains intact and your loved ones are supported.
Protecting What You’ve Built for the People You Love
What’s Included in Our Estate Planning Services
Will & Trust Coordination
Work with your legal team to ensure your estate documents align with your financial goals.
Asset Transfer Strategy
Organize property, accounts, and investments for smooth and tax-efficient transition.
Beneficiary & Account Reviews
Confirm all designations remain accurate and aligned with your current plan.
Charitable Giving Guidance
Structure giving strategies that reflect your values and maximize impact.
Estate Tax & Liquidity Planning
Prepare for future liabilities and ensure sufficient resources for your heirs.
Why Clients Choose Utica Capital
Clients choose us because...
Our team brings empathy and expertise to every estate conversation. We take the time to understand your vision and help transform complex legal and financial details into a plan that feels both practical and personal.
Clients choose Utica Capital because we:
- Collaborate seamlessly with attorneys and tax professionals.
- Provide transparent, fiduciary advice focused on long-term goals.
- Anticipate challenges that could impact your legacy.
- Treat every estate plan as a story—yours, told with clarity and care.
When should I start estate planning?
It’s never too early. Life changes—like marriage, homeownership, or starting a business—are often the best times to begin building an estate plan.
Do I need a lawyer for estate planning?
Yes. We collaborate with estate attorneys to ensure your documents are legally sound and aligned with your financial strategy.
How often should I update my will or trust?
We recommend reviewing your estate plan every three to five years or whenever major life events occur, such as a birth, marriage, divorce, or business change.
Can you help with charitable giving and legacy gifts?
Absolutely. We help clients structure charitable strategies that reflect their personal values while maximizing tax efficiency and impact.
