Bret Glenn

Reflecting on Significant Life Changes: Legal Planning for Peace of Mind in 2025

Oct 22 2025 15:00

By Compass Legal Planning, P.C. – Oklahoma Estate & Legacy Law

As 2025 draws to a close, many Oklahoma families find themselves reflecting on the transitions they've experienced—whether joyful or difficult. At Compass Legal Planning, P.C., we believe that this season of reflection is the perfect time to evaluate how life changes may affect your legal, financial, and legacy planning.

Our mission is to guide you through these transitions with clarity and care, ensuring that your estate plan grows with your life.

👶 Welcoming a Child? Update Your Plan for Peace of Mind

Whether you’ve welcomed a child by birth or adoption, this exciting milestone calls for intentional legal updates.

  • Update your will to name a legal guardian —someone you trust to care for your child if the unthinkable happens.

  • Review and revise beneficiary designations on retirement accounts, life insurance, and bank accounts.

  • For adoptive families, update court documents and vital records to reflect your child’s new legal status.

At Compass Legal, we’re passionate about protecting young families. Our Family Wealth Planning Session is designed to help new parents build a foundation of security and legacy for their growing families.

💍 Marriage or Divorce? Realign Your Legal Life

Significant relationship changes like marriage or divorce require more than emotional adjustment—they require smart legal planning.

  • Update your will, power of attorney, and healthcare proxy to reflect your current wishes.

  • Ensure your beneficiary designations(on life insurance, 401(k)s, IRAs, etc.) reflect the right person.

  • Married recently without a prenuptial agreement? It’s not too late—discuss a postnuptial agreement.

  • If you’ve divorced, update documents to prevent unintended asset distribution or medical decision-making authority.

Let our team help you sort through the legal complexities with compassion and precision, so your documents accurately reflect your new reality.

🏡 Buying a Home? Don’t Forget Your Estate Plan

Purchasing a new home is a major milestone—and it should be integrated into your estate plan.

  • Check how the property is titled: Should it be in your name alone, jointly with a spouse, or in a trust?

  • Consider adding your new property to a revocable living trust to simplify future transitions.

  • Review your homeowners insurance and liability coverage.

Our flat-fee estate planning process makes it easy to align your new assets with your long-term goals and protect your investment for the next generation.

✅ Year-End Legal Check-In: A Fresh Start for the New Year

Even if you haven’t experienced a major life change, the end of the year is a wise time to do a general legal check-up:

  • Are your guardianship choices still right?

  • Have your powers of attorney and healthcare directives been reviewed in the last 3 years?

  • Do your beneficiaries and executors still align with your wishes?

At Compass Legal Planning, we recommend a full estate plan review at least every three years, or whenever a major life event occurs. Our ongoing client care programs and legacy planning sessions are built to help you maintain a plan that evolves with your life.

💬 Let’s Walk This Path Together

At Compass Legal Planning, P.C., we see ourselves not just as legal professionals, but as your trusted partners in preparing for life’s uncertainties. Our personalized approach, flat-fee services, and relationship-based planning ensure that you and your loved ones are protected—now and in the future.

As you look back on 2025 and look ahead to the year to come, let us help you build peace of mind and a legacy worth protecting.

📅 Schedule your Family Wealth Planning Session today and start the new year with confidence.