Safeguard your wealth and craft an enduring legacy for your family
Don’t Let This Happen To You
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.
Do you want to protect your legacy but do not know where to start?
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?
How We Can Help
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
- Treating each client as a unique individual who has their own history, beliefs, and goals.
- Create plans that work because attorney Tyler R. Barrett has seen firsthand in his own family the tragic results of inadequate estate planning.
- Client peace of mind knowing that you’ve planned for your family’s future in the event of incapacity and after you’re gone
What Will Your Story Be?
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.”
However, this does not have to be your story.
With proper planning, you can ensure a future where your family remains intact. Our process is simple:
-
Meet
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.
-
Design
If you want to move forward, we design an estate plan tailored to your specific goals and circumstances
-
Sign
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.
-
Fund
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.
Let’s Get Started
Client Maintenance Program
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.
