Whether you live across the state, have mobility limitations, care for a loved one at home, travel frequently, or simply have a busy schedule, Roots Law offers a secure and convenient virtual estate planning process.
Using video meetings, electronic document review, and remote online notarization when appropriate, many clients can complete most or all of their estate plan without traveling to our office. Oklahoma law now provides greater flexibility for electronic estate planning documents and remote notarization, allowing families to create and update plans from wherever life takes them.
SCHEDULE A VIRTUAL CONSULTATIONA remote planning process may be ideal if you:
Our goal is to remove unnecessary barriers so you can focus on what matters most: protecting the people you love and creating a plan that reflects your values.
Connect with us by video conference to discuss your goals, family, assets, and concerns.
We’ll guide you through recommendations, answer questions, and refine your plan just as we would during an in-person meeting.
Many trusts, powers of attorney, trust amendments, trust funding documents, and other planning documents can be executed electronically or notarized remotely when appropriate under Oklahoma law.
Estate planning is not a one-time event. The Canopy helps clients update and maintain their plans as life changes.
Many estate planning matters work exceptionally well in a virtual environment, including:
In some situations, however, we may recommend a hybrid or in-person signing process, particularly when there are concerns regarding capacity, undue influence, family conflict, or highly customized planning needs.
Whether you’re in Tulsa, Lawton, Enid, Guymon, Broken Bow, Oklahoma City, another state, or simply prefer the convenience of virtual meetings, you can work with Roots Law from wherever you call home.
Because protecting your family shouldn’t depend on your ZIP code.
SCHEDULE A VIRTUAL CONSULTATIONNot necessarily. While you are always welcome in our office, clients may choose to complete all or most of their planning remotely.
Sometimes. Oklahoma law recognizes electronic wills, but the execution requirements are more technical than many other estate planning documents and require careful compliance.
Trusts, trust amendments, powers of attorney, trustee documents, funding documents, deeds, and many other estate planning documents are often excellent candidates for remote execution.
Remote online notarization uses identity verification and approved communication technology designed to protect clients and reduce fraud.
Mon–Thu: 9am – 5pm
Fri: 9am – 2pm
Sat–Sun: Closed
The information on this website is for general informational purposes only and is not legal advice. Contacting Roots Law does not create an attorney–client relationship.
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