It is estimated that 70% of families will lose their wealth by the second generation and a stunning 90% will lose it by the third generation. Whether due to poor estate planning, a lack of financial education, or entitlement and conflict, wealth can be transitory.
Is the fear of death or uncertain legal fees preventing you from planning for the future? Does the prospect of your family engaging in costly litigation and squandering their inheritance keep you up at night? Are you curious about how to continue supporting the causes close to your heart long after you are gone?
Barrett Legacy Estate Solutions is a bespoke law firm with offices in Norman, Oklahoma. We are dedicated to helping Oklahomans preserve wealth and leave an impactful legacy for generations to come. Our approach is centered on three key values
Unnecessary taxes and expenses. Probate court. Guardianship. Fractured relationships. Unintended beneficiaries. A judge deciding what happens to your hard-earned wealth. These are all examples of the negative consequences of incomplete estate planning and the failure to have a trusted, experienced Oklahoma attorney in your corner during a legal conflict. As the old adage goes, your family could be “shirtsleeves to shirtsleeves in three generations.”
With proper planning, you can ensure a future where your family remains intact. Our process is simple:
We have a meeting in which our attorneys and staff learn about you and your family. After we have a basic understanding of what you are looking to accomplish, we quote a flat fee for our services.
If you want to move forward, we design an estate plan tailored to your specific goals and circumstances
Once your documents are ready to sign, we review each document with you prior to signing. We do not leave our clients in the dark to try and interpret legal language on their own. We want to make sure each client knows what they are signing and understands how their plan works.
Our Client Care Coordinator provides you with detailed instructions on how to title your property and accounts so that they align with your plan’s objectives. From there, all you must do is sign the forms required by financial institutions.
To ensure that your estate plan stays up to date in an ever-changing world, we offer a subscription-based Oklahoma estate planning client maintenance program. Included is an annual review meeting, no-charge phone calls with our team, amendments to your plan upon request, asset tracking, 24/7 access to your health care directives, and other select perks.
ExcellentBased on 63 reviewsTrustindex verifies that the original source of the review is Google.Andrea Chambers2024-04-23Tyler and his office are top notch. We switched all our estate planning needs to Tyler’s office. In doing so, we 100% feel our needs and goals far exceeded our expectations. His office is very organized and thorough in putting together a comprehensive package of legal services from start to finish that will protect all faucets of your portfolio and goals. Would highly recommend the offices of Tyler R Barrett for all your estate and long term planning needs. 5/5 stars.Trustindex verifies that the original source of the review is Google.Michelle Rhodes2024-03-25Has been awesome. Walked us through the process and answered questions that we had.Trustindex verifies that the original source of the review is Google.John Sigmon2024-02-26I've known Tyler for many years. He is an excellent estate planning attorney and friend. He has taken care of our family in this area and I've referred a number of clients to him over the years. I highly recommend Tyler Barrett and his law firm for those with estate planning needs.Trustindex verifies that the original source of the review is Google.Erin Maher2024-01-25This husband/ wife small scale law office provides great personalized service for all your estate planning needs. They specialize in this, so know what they are doing. I highly recommend them.Trustindex verifies that the original source of the review is Google.Carl Solomon2024-01-10Tyler helped with the probate of my uncle’s estate. I chose him because he has great reviews and experience with probate and he did not disappoint. He knows all the legal ins and outs and gave great advice. He took the case even though it was inconvenient for him to have to appear multiple times in the Garvin Couny Courthouse.Trustindex verifies that the original source of the review is Google.Janet Reinish2023-12-30My experience with Tyler Barrett was very good. Tyler is professional and knowledgeable about his area of expertise. After revising my Trust I feel so much better about how my affairs will be handled. It was definitely worth the time and money to have this done!Trustindex verifies that the original source of the review is Google.Nancy Williams2023-09-30Tyler and his team do an amazing job! We are very satisfied with their services. They go above and beyond to make sure everything is covered. We would highly recommend them for all of your Estate planning needs.Trustindex verifies that the original source of the review is Google.Mary Elizabeth Le Blanc2023-07-26Tyler is knowledgeable and thorough with explaining why you need to have an estate plan in place. He made the process easy to understand and complete. I make sure to update him with any life changes that may require us to take a deeper look in case we need to make changes. He always responds in a timely manner to say all is good or we need to meet and discuss.Trustindex verifies that the original source of the review is Google.Tyrrell Conway2023-06-09Tyler Barrett and assistant, Matti, were extremely helpful when we decided to set up a family trust. They are knowledgeable, efficient, and very easy to work with. We were pleased with the entire process from interview to finished product. And the cost was reasonable. Barrett Law Office gets our highest recommendation.Trustindex verifies that the original source of the review is Google.Marla Latham2023-05-20Working with Tyler to create my trust went smoothly! He listened to my concerns and made sure they were incorporated into my trust documents. I would highly recommend using Tyler Barrett Law Office for all your estate planning needs.