Compass Legal Planning PC

- 501 NW 13th St, Oklahoma City, OK 73103

In the heart of Oklahoma City, navigating the complexities of legal matters, particularly those concerning family and finances, can often feel overwhelming. Whether you're a new parent, a business owner, a senior, or anyone in between, the need for a well-thought-out legal strategy to protect what matters most is universal. This is where a dedicated and knowledgeable law firm becomes not just a resource, but a true partner. For residents of Oklahoma and the surrounding areas, finding a trusted local expert is a top priority, and understanding what makes a firm stand out is key to making an informed decision. Compass Legal Planning PC has established itself as a go-to firm for a wide range of needs, from foundational estate planning to more intricate matters of wealth and asset management. Their approach is centered on providing clarity, comfort, and confidence to their clients, ensuring that every legal decision is made with a deep understanding of its long-term impact on their loved ones.

Their practice is built on the pillars of professionalism, empathy, and expertise. They understand that legal planning is not just about documents and clauses; it's about people, their families, and their futures. For many Oklahomans, securing a legacy means more than just passing down assets; it’s about preserving family values, protecting children, and ensuring that their wishes are honored. Compass Legal Planning PC is well-versed in the specific legal landscape of Oklahoma, which allows them to offer advice and solutions that are tailored to the unique needs of local residents. Their commitment to personalized service means they take the time to listen, to educate, and to guide their clients through every step of the process. They believe that a well-informed client is an empowered one, and their goal is to demystify the legal process, making it accessible and understandable for everyone in the community.

Located conveniently at 501 NW 13th St, Oklahoma City, OK 73103, USA, Compass Legal Planning PC offers a central and easily accessible location for clients throughout the Oklahoma City metro area. The firm’s presence in this part of the city makes it a practical choice for those coming from downtown, the medical district, or the surrounding neighborhoods. For those who prefer the convenience of in-person meetings, the location is a significant plus. The building itself is designed with accessibility in mind, ensuring that all clients, regardless of their mobility, can visit the office comfortably. The facility features a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible restroom. This attention to detail shows their commitment to serving the entire community. In addition to these amenities, on-site parking is available and free of charge, which eliminates the stress of finding a spot in a busy urban area. For those who are unable to visit in person, online appointments are also a convenient option, offering flexibility and catering to busy schedules. The firm operates on an appointment-required basis, which ensures that each client receives dedicated, one-on-one time with the legal team without unnecessary wait times.

Compass Legal Planning PC provides a comprehensive suite of legal services designed to address a wide spectrum of needs related to family and financial well-being. Their expertise spans various areas, ensuring that clients can find tailored solutions under one roof. The firm specializes in estate planning, which is the cornerstone of their practice, but their services extend to many related fields. Their offerings include:

• Asset Protection Planning: Strategies to safeguard your assets from potential creditors and legal judgments.
• Asset Transfers: Facilitating the seamless transfer of property and assets.
• Child Estate Planning and Child Protective: Creating legal frameworks to protect your children's future and well-being.
• Complete Estate Plan: Crafting a full suite of documents, including wills, trusts, and powers of attorney, to cover all aspects of your legacy.
• Employee Disputes: Providing counsel and representation in matters related to employment law.
• Estate Planning Basics: Guiding clients through the fundamental concepts of estate planning.
• Estate Planning Documents: Drafting and finalizing all necessary legal documents.
• Estate Planning Wills Trusts: Specializing in the creation of wills and various types of trusts.
• Families Estate Planning: Offering specialized advice for families with diverse needs.
• Family Lawyer: Providing legal support for family-related issues.
• Kids Protection Plan: A specific plan to secure your children's care and guardianship.
• Legacy Planning: A holistic approach to preserving and passing on your family's values and legacy.
• Life Planning: Incorporating legal planning into a broader life strategy.
• Personalized Estate: Creating a custom plan that fits your unique circumstances and goals.
• Planning For Your Children: Focusing on legal strategies to protect your children.
• Probate Administration: Assisting families with the legal process of settling a loved one's estate.
• Probate Courts and Probate Process: Guiding clients through the complexities of the probate system.
• Real Estate: Offering legal expertise related to real estate transactions and ownership.
• Special Needs Attorney and Special Needs Planning: Specializing in legal planning for individuals with disabilities.
• Special Needs Trusts: Creating trusts designed to protect the financial future of a special needs individual.
• Trust Administration: Managing and overseeing the distribution of trust assets.
• Wealth Planning: A strategic approach to managing and growing your wealth.

Compass Legal Planning PC is distinguished by a number of key features and highlights that set them apart in the Oklahoma legal landscape. First and foremost, the firm identifies as veteran-owned, which often brings with it a strong sense of discipline, integrity, and a mission-oriented approach to their work. This is a quality that resonates with many in the community who value service and dedication. Their service options are designed with modern life in mind, offering both online appointments and traditional onsite services, providing flexibility and convenience for their clients. Accessibility is a major priority, as evidenced by their wheelchair-accessible entrance, parking lot, and restroom, ensuring their services are available to everyone in the community. Furthermore, the firm has amenities like a restroom for client comfort. When it comes to planning your visit, appointments are required, which guarantees that the team is fully prepared and dedicated to your case during your scheduled time. This focus on structured, one-on-one consultation allows for a more productive and personal experience. Free and on-site parking is another practical feature that reduces hassle for clients coming for their appointments.

For those seeking to connect with the firm, their contact information is straightforward and easy to access. The physical address for Compass Legal Planning PC is 501 NW 13th St, Oklahoma City, OK 73103, USA. You can also reach them by phone at (405) 968-7007. This direct line of communication is essential for initiating the planning process and addressing any questions you may have. The team is dedicated to providing clear and prompt communication, ensuring that clients feel supported from the very first call.

What makes Compass Legal Planning PC truly worth choosing is their unwavering commitment to client comfort and clarity. As real customers have attested, the experience with the firm, particularly with Bret Glen and his wife Darla, is exceptional. Clients consistently mention feeling "at ease" and "comfortable" throughout a process that can often be intimidating. The team's ability to "ease our minds" and "make sure we did" understand every step is a testament to their patient and client-focused approach. The reviews highlight their professionalism, knowledge, and ability to guide clients in a "well explained manner." The firm’s team is described as "wonderful and eager to help," and they are praised for their ability to provide "clarity & ease in what could be a complicated process." For anyone in Oklahoma City looking to secure their future, whether through creating a will, a trust, or a comprehensive legacy plan, the personalized and empathetic service offered by Compass Legal Planning PC makes them an excellent choice. Their dedication to ensuring all areas are addressed and understood is a key reason for their high recommendations.

Compass Legal Planning PC

501 NW 13th St, Oklahoma City, OK 73103, USA