American Family Estate Preservation

We Will Be There When You Need Us The Most!

It’s not too late to plan ahead. Schedule a time to visit with your own AFEPI Estate Planning Professional now. 

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Living Trust

How Can I Protect My Assets Now

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Estate Planning

What Are My Estate Planning Options

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Special Needs Trust

I Have A Special Needs Child

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Veterans Benefits

I Am A Veteran And I Need Help

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Tax Advantaged Accounts

I Need To Protect My Assets

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The Sky's The Limit

Estate Preservation And Protection Specialists

When someone says “trust” or “trust fund” you may imagine a well-to-do family in a mansion with decades of wealth passing from generation to generation. But there is nothing to stop you from protecting your assets with the same legal vehicles these families use, and it doesn’t have to cost an arm and a leg to do so.

You and your family can enjoy the benefits of a trust. And in most cases, it is the most effective way to eliminate or reduce inheritance taxes, gift taxes, capital gains taxes, income taxes and estate taxes. Not to mention you skip the probate fees and delays that come with passing your assets on to your heirs through a will. 

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They love us!

what our clients have to say

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5/5
We have known James Worley and American Family Estate Preservation for well over 20 years. We have the utmost confidence in his integrity and sound advice. He has completed our trust and ensured that everything we have is correctly transferred or controlled by the Trust. The motto of “We will be there when you need us the most” has been true in our situation in every case. We highly recommend James Worley and AFEPI.
Rose R.Ada, OK
I’ve spent my entire life working to provide for my family and needed to structure an estate plan. One of the ladies in our church put me in touch with James. With our Veterans trust, we will both be provided for at whatever level of care we may or may not need; our personal health decisions are outlined so no one has to make any difficult decisions, and the legacy we’ve built will be passed on to our kids, grandkids and great grandkids without any hassle. I’m very pleased with the services we received and I know when it’s time, they will be there if we need them.
Craig T.Mustang, OK
We had a will that excluded our Special Child and placed our other child in charge of that part of the assets. We became aware that this was not a good decision and started looking for a Trust. Our friends recommended we talk to James Worley. He educated us about how a properly prepared trust would preserve our child's inheritance without loss of benefits. We are much more satisfied knowing our estate is safe and our child will be taken care of.    
Teresa G.Oklahoma City, OK
AFEPI was such a help! I needed to get my estate in order and they happily answered every last question. They were very thorough and helped make sure everything was in order. I'm very grateful for their help! I highly recommend them to anyone who needs estate planning services.
Sheila S.Oklahoma City, OK
Sheila S.
As we have been getting older, we realized we needed to protect our assets from any one of a number of potential issues. A friend connected us with James and we began the process of structuring our estate. I can’t tell you how much better we sleep at night knowing no matter what comes, we have done our best to prepare and protect our family, protect our lifelong work, and make our transition from this life to the next less stressful for our loved ones.
Dorothy T.Yukon, OK
My family decided to put together a living trust in 2020. I was so impressed with the intentionality of AFEPI. They were there to help set it all up and made it all seem so simple. It was complete in just a couple weeks. Now I can rest knowing that my family is protected should either my husband or I become incapacitated. The living trust will protect my family even after my husband and I are long gone from this earth. Thank you AFEPI and James Worley for the peace of mind.
Lori V.Gresham, OR
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Benefits of a trust include

  • A trust will reduce stress on your family.
  • A trust ensures your assets are distributed according to your wishes including to whom, how and when.
  • A trust expedites the transfer of your assets without long delays and extra expenses.

• What’s the difference between a will and a trust?
• What’s the best thing I can do to protect my assets?
• Can you tell me how to set up a living trust?
• Can you tell me how a living trust works?
• How does a living trust work after death?
• What happens if I need to go in a nursing home?
• Is a living trust revocable?

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We are here to help you!

We answer these questions for clients like you every day. Some are farmers, teachers, accountants, CEOs and hair dressers. We help people from every walk of life protect their assets (and heirs) from the stress and drama of probate – and in most cases, we do it for less than the majority of estate planning attorneys. Estate preservation is more than drafting trusts and wills and handling estates. We counsel clients and present practical, tactical plans and suggestions for the preservation and the tax-sensitive distribution of your assets to your beneficiaries. We are experienced estate planners, tax planners, and trial attorneys. We are with you for the long haul. It’s not too late to plan ahead. Schedule a time to visit with your own estate planning professional now. 

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James K. Worley

Founder and President

Frank R. McManus

Associate

We are passionate

The Faces Behind Our Success

Meet The Team

Our team Is Ready to Help

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