Oklahoma Estate Planning Client Maintenance Program
Oklahoma Estate Planning Client Maintenance Program
Updates Matter
New laws, changing family circumstances, and the acquisition of additional assets (such as a vacation home or investment property) are just a few reasons you may need to update your estate plan.
Our estate planning client maintenance program makes these changes easy, keeping your plan on track. Refinancing real estate, opening a new bank account, or starting a small business all have the potential to your plan wildly off course – and you may not even know it!
What’s Included?
Our process is simple.
First, we meet with you annually to review your plan and assets. Then we work with you and your other professional advisors to implement changes to your plan as necessary. Lastly, every other year we restate your Oklahoma revocable living trust so that it complies with the latest tax and legal rules. Along the way, you will enjoy other perks like no-charge phone calls with our staff, 24/7 access to your health care directives, notary service, and VIP access to special client events.
Protect Your Legacy
An outdated estate plan can lead to probate, unnecessary taxes and attorney fees, and unintended heirs.
Fortunately, there is another way.
Through enrollment in our maintenance program, you can take control of your legacy. Life is unpredictable. But that doesn’t mean your estate plan has to be.
Contact Us Today
Don’t let your family get caught flat-footed when tragedy strikes.
Instead, be the hero they deserve and forge a legacy that stands the test of time. Contact Barrett Legacy Estate Solutions at (405) 928-4075 to discuss how our Oklahoma estate planning client maintenance program can help you.
