06/24/2026
As we move into the second half of the year, our team at Garvin Agee Carlton PC encourages you to take a moment and make sure your estate plan still fits your life today.
A quick midyear check can make a big difference. Ask yourself:
• Have you had a major life change? Marriage, divorce, a new child or grandchild, a loss in the family, buying a home, launching a business, or retiring can all impact how your estate plan works.
• Do your chosen decision-makers still make sense? Your executor, trustee, and powers of attorney should be people you trust and who are still able to serve.
• Do your beneficiary designations and assets align with your current goals? Retirement accounts, life insurance, and property titles should work with your will or trust.
• Has it simply been a while since you last reviewed your plan? Even without major changes, periodic updates help keep everything current with Oklahoma laws and your long-term intentions.
If any of these questions give you pause, our estate planning attorneys in Pauls Valley and Norman are here to help. Reach out anytime to schedule a review and keep your plan on track.