1-405-669-3455

1-405-669-3455

  • LEGACY LIFE PLANNING
  • Who We Serve
    • Real Estate Owners
    • Blended Families
    • Business Owners
    • Families W/Life Insurance
    • Widows & Widowers
  • WILLS & TRUSTS
  • Oklahoma Sample Docs
  • Infinite Banking
  • Privacy Policy
  • More
    • LEGACY LIFE PLANNING
    • Who We Serve
      • Real Estate Owners
      • Blended Families
      • Business Owners
      • Families W/Life Insurance
      • Widows & Widowers
    • WILLS & TRUSTS
    • Oklahoma Sample Docs
    • Infinite Banking
    • Privacy Policy
  • LEGACY LIFE PLANNING
  • Who We Serve
    • Real Estate Owners
    • Blended Families
    • Business Owners
    • Families W/Life Insurance
    • Widows & Widowers
  • WILLS & TRUSTS
  • Oklahoma Sample Docs
  • Infinite Banking
  • Privacy Policy

LEGACY LIFE PLANNING

LEGACY LIFE PLANNINGLEGACY LIFE PLANNINGLEGACY LIFE PLANNING
Book A call with Dave

Protect Your Family, Business, & Legacy

  

Simple, affordable estate planning and life insurance solutions designed to keep your family out of probate and secure your financial future.


 Book My Planning Call  

  


Download Free Estate Planning Guide

Estate Planning Guide (pdf)Download

THE PROBLEM

Most Families Don’t Have a Plan — Until It’s Too Late

 Over 70% of Americans die without a complete estate plan. That means:

- Probate

- Delays

- Frozen accounts

- Court involvement

- Family conflict

- Assets passing in unintended ways

THE SOLUTION (LEGACY LIFE PLANNING™)

A Simple, Guided Process That Protects Everything You’ve Built

Legacy Life Planning™ combines:

- A Revocable Living Trust

- Wills

- Powers of Attorney

- Healthcare Directives

- Beneficiary Alignment

- Life Insurance Optimization

WHO WE SERVE

Customized Planning for Every Stage of Life

- Real Estate Owners

- Blended Families

- Business Owners

- Families With Life Insurance

- Widows & Widowers



TRANSPARENT PRICING

Straightforward Pricing — No Surprises

• Will: $650 

• Trust: $1,250 


Most plans completed within 3–4 days.

Peace of Mind Takes Work — I’ll Guide You Through It

I’m a highly experienced Oklahoma life insurance professional and Authorized Infinite Banking Practitioner. I help clients build legal plans that protect their families today and for the future.


CALL ME TODAY: 405-669-3544


BOOK A CALL WITH ME



Learn how IBC empowers Legacy Life Planning by accumulating tax-free liquidity wealth.  


Copyright © 2025 Dave Hill  Agency - All Rights Reserved.

  

Dave Hill, Authorized Infinite Banking Practitioner

Dave Hill Agency, Mustang, OK

Associated with Keeton Group LLC, Dallas, TX


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