From First Call to Long-Term Peace of Mind: Our Estate Planning Process in Oklahoma

For many families, estate planning feels overwhelming — legal terms, forms, decisions you haven’t had to make before. At Compass Legal Planning, we believe it doesn’t have to be complicated. Whether you’re in Oklahoma City, Edmond, Moore, Norman or Yukon, our goal is to make your estate planning journey clear, collaborative, and continuous. This article walks you through our process and how we support you long after your documents are signed.

Our Process: Step by Step

Free 15-Minute Intro Call
We start with a casual conversation: your family, concerns, goals. No pressure, just discovery.
We clarify whether your needs are basic (will/trust) or more complex (kids protection, special needs, asset protection).

 

Discovery Meeting
We gather detailed information: family structure, assets, beneficiaries, guardianship choices, health considerations, existing documents.
We identify any “pain points” (e.g., blended family, business, special needs) and discuss how best to address them.

 

Tailored Document Drafting & Review
 Based on your goals, we draft the appropriate set of documents: wills, trusts, powers of attorney, health directives, guardianship designations.
You review, ask questions, request changes. We explain options in plain language — no legal jargon.

Signing & Implementation
We assist you in signing documents properly under Oklahoma law (witnesses, notarization, etc.).
We provide copies, storage advice, and a “next steps” checklist (where to keep originals, who should know where they are, how to trigger them).

 

Ongoing Support & Review
Life changes: marriage, divorce, new children, death, change of residence, business sale, etc. These all may affect your plan.
We schedule periodic reviews (we recommend every 2-3 years or upon major life event).
We’re available to answer questions, update documents, and make sure your plan stays aligned with your life and your family’s needs.

 

Why Ongoing Support Matters

Your legal documents are only as good as how well they reflect your current life: outdated documents can lead to unintended consequences.

Families move, assets grow or shrink, children age, statuses of beneficiaries change — all of which may require adjustments.

Having a trusted attorney-partner ensures you don’t have to start from scratch each time — you have someone who already knows your family and your plan.

 

Our flat-fee model means no surprises, and our relationship-first approach means you always know who to call.

What Families Find Valuable

Peace of mind: knowing that someone has your back, you have a home base for legal planning.

Clarity: we translate complex legal ideas into understandable next steps.

Efficiency: we organize what needs to be done, reduce friction, and make sure documents get completed and signed.

Flexibility: when something in life changes, you’re not left wondering “what now?” — you simply loop us in.

 

Estate planning isn’t a “set-it-and-forget-it” task. It’s a process — one that begins with your family’s vision and evolves with your life. At Compass Legal Planning, we’re committed to walking alongside Oklahoma families through that entire journey: from the first call to long-term support. If you’re ready to get started — or just curious about how things work — schedule your free 15-minute call today, and let’s begin building your plan.