Barrett Legacy Estate Solutions

Oklahoma Estate Planning Services


Serving Families Across Oklahoma, Kansas, and Missouri

What is Estate Planning?

Estate planning is the term for arranging and managing one’s property and assets so that they are distributed according to their wishes upon death or incapacity. What is an “estate”? Put simply, it’s everything that an individual owns – from homes to cars to life insurance and retirement accounts. That means estate planning is not just for the mega wealthy, like Warren Buffett or Elon Musk.

In fact, having an estate plan makes sense for nearly everyone.

And yet, according to various surveys, over half of Americans do not have basic estate planning documents in place. Do you feel like you are too busy for estate planning? Have you ever wanted to plan your estate but find it overwhelming and impersonal? Are uncertain fees or superstitions about death holding you back?

Our Process is About You

Barrett Legacy Estate Solutions is a bespoke Oklahoma estate planning law firm dedicated to creating customized estate plans.

Our process is simple:

  • Meet

    We have a meeting in which our attorneys and staff hear 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. Our years of experience have taught us that no two families are alike. So, in this part of the process, we spend as much time as necessary to make sure the plan reflects who you are and what you want your legacy to be.

  • Sign

    Once your documents are ready, you will review them with our team prior to signing. We do not leave our clients in the dark to interpret legal language on their own. We feel that every client should know what they are signing and how their plan works.

  • Fund

    Our Client Care Coordinator provides you with detailed instructions on how to title your property and accounts to align with your plan’s objectives. From there, all that’s required of you is to sign the forms required by financial institutions.

The Consequences of Inadequate Estate Planning

Our founder Tyler R. Barrett has over a decade of experience as a thought leader in Oklahoma estate planning, writing for the Oklahoma Bar Journal and presenting continuing education courses to fellow attorneys. More importantly, and what sets Tyler apart, is that he has seen firsthand in his own family the tragic results of poor estate planning. Tyler empathizes with the fear that often grips people contemplating what might happen when they are gone.

In the absence of proper estate planning, family members may disagree on how assets should be divided.

This can lead to conflicts, strain on relationships, and an inheritance meant for one person ending up in the hands of another, such as a creditor or ex-spouse. Even when the family all agree, assets might be subject to lengthy probate proceedings. Oklahoma probate can last anywhere from 6 to 12 months. In Tyler’s case, his family unfortunately spent almost 8 years battling in court.
Not wanting other families to go through what he experienced, Tyler strives to forge a personal connection with our estate planning clients – listening reflectively to their life story, learning about their values, and understanding their concerns. By discerning what truly matters to each client, we create plans that do not simply avoid problems but rather are a solution to the problems.

Estate Planning is More Just Documents: It’s a Solution

When most people think of estate planning, their mind first turns to documents. Certainly, estate planning at its core does involve creating documents such as wills, trusts, powers of attorney, or a health care directive. Oklahoma living trusts in particular offer numerous advantages. When assets are transferred to a living trust, the successor trustee can distribute them according to the trust’s instructions, without the need for probate or court involvement. Further, living trusts provide a mechanism for managing assets if the grantor (i.e., the creator of the trust) becomes incapacitated
When most people think of estate planning, their mind first turns to documents. Certainly, estate planning at its core does involve creating documents such as wills, trusts, powers of attorney, or a health care directive. Oklahoma living trusts in particular offer numerous advantages. When assets are transferred to a living trust, the successor trustee can distribute them according to the trust’s instructions, without the need for probate or court involvement. Further, living trusts provide a mechanism for managing assets if the grantor (i.e., the creator of the trust) becomes incapacitated

THE BLES LEGACY BLUEPRINT™

A complete estate planning system designed to protect your wealth, your family, and your long-term intentions.

  • Customized Estate Plan

    Trust, Will, POAs, Advance Directive, HIPAA, Guardianship

  • Full Trust Funding Support

    Including Retitling in Oklahoma, Kansas, and Missouri

  • Family Care Meeting

    Providing comprehensive education for loved ones

  • Advisor Coordination

    We coordinate directly with your CPA, financial advisor, and banker

  • Optional BLES Family Protection System™

    Includes annual reviews, updates, funding checks, and more

Flat-fee. Transparent. No hourly billing. No surprises.

Schedule Your Consultation

Frequently Asked Questions About Estate Planning in Oklahoma

Yes. Your estate is everything you own, including your home, vehicles, bank accounts, retirement accounts, and personal belongings. Without a plan, Oklahoma law decides who receives those assets, and your family may have to go through probate to transfer them. An estate plan also names who will make financial and medical decisions for you if you can’t, and who will care for your minor children.

Most of our clients’ plans include a revocable living trust, a pour-over will, financial and health care powers of attorney, an advance directive, a HIPAA authorization, and guardianship designations for minor children. Every plan is customized, so we recommend the documents that fit your family, your assets, and your goals.
For most Oklahoma families, a funded revocable living trust offers more protection than a will alone. A will must go through probate before your assets can pass to your family, and Oklahoma probate is public, costly, and often takes 6 to 12 months or longer. A properly funded living trust lets your family avoid probate and lets a trusted person manage your assets if you become incapacitated.
No. Oklahoma is a common law property state, not a community property state. Property is generally owned by the spouse whose name is on the title. Oklahoma does allow married couples to opt in to community property treatment through a special type of trust, which can offer tax benefits in some situations. Whether that makes sense for you depends on your assets and goals.
Not necessarily. If you die without a will or trust, Oklahoma law divides your property based on who survives you. Your spouse may share your estate with your children, especially if you have children from a previous relationship. The only way to make sure your assets go where you want them to is to put a plan in place.
We charge a flat fee, not hourly billing. After your initial meeting, once we understand your family and your goals, we give you a flat-fee quote for your complete plan. There are no surprise bills for phone calls or follow-up questions.

Our process has four steps. First, we meet to learn about your family, assets, and goals. Next, we design a plan around what you want to accomplish. Then you sign your documents after reviewing them with our team, so you understand every page. Finally, we help you fund your trust by retitling property and accounts into it.

Funding a trust means transferring ownership of your assets, such as your home, land, and accounts, into the name of your trust. A trust only controls the assets it owns, so an unfunded trust may still leave your family facing probate. Our Client Care Coordinator walks you through every step, including property in multiple states.
We recommend reviewing your plan every few years, and anytime your life changes. Marriage, divorce, a birth or death in the family, a move, buying property, or selling a business are all reasons to update. Our optional BLES Family Protection System™ includes annual reviews, updates, and funding checks, so your plan stays current.
Yes. Our office is in Norman, and we work with families throughout the Oklahoma City metro area and across Oklahoma. We also help families with property or loved ones in Kansas and Missouri.
This content is for informational purposes only and does not constitute legal advice. Please consult an attorney for guidance specific to your situation.

Let’s Get Started

Estate planning allows individuals and families to craft their legacy and leave their mark on the world. Make your legacy count by settling for nothing less than personalized service. Contact Barrett Legacy Estate Solutions today at 405-928-4075 to protect your loved ones.

“Only put off until tomorrow what you are willing to die having left undone.” — Pablo Picasso