Compass Legal Planning, P.C.

04/09/2026

So much of our lives now lives online. Your estate plan should reflect that.

Think about your:
• Bank and investment accounts
• Email accounts
• Digital photos and videos
• Social media profiles
• Cryptocurrency or online payment apps
• Cloud storage files

If these digital assets aren’t included in your estate plan, your loved ones may have no legal ability to access or manage them when it matters most.

A simple step can prevent major headaches: keep an updated list of your important digital accounts and store it securely. Then, name a trusted person as your digital executor so your online life is managed just as intentionally as everything else.

Many older Oklahoma estate plans don’t address digital property at all. If you’re not sure whether yours does—or you want guidance on adding these protections—Compass Legal Planning is here to help.

Reach out anytime to get started on a modern, comprehensive estate plan that truly covers everything.

04/03/2026

03/23/2026

At Compass Legal Planning, you’re never just a case file. You’re a family we’re committed to supporting with clear guidance, real conversations, and a plan that fits your life. As a veteran‑owned, family‑focused estate planning firm, we walk with you through every step so you always feel informed and supported—not overwhelmed.

If you’re ready to plan with confidence and protect what matters most, schedule your consultation today.

03/17/2026

Contingent beneficiaries might seem like a tiny detail on your life insurance or retirement accounts, but they play a big role in making sure your wishes are followed if your primary beneficiary can’t receive the assets.

They’re one of those small steps that can make a huge difference for your family’s future.

Swipe to learn how contingent beneficiaries work and why they matter. And if you’re unsure who to choose or how this fits into your Oklahoma estate plan, our team at Compass Legal Planning is here to help.

03/10/2026

Your digital life matters just as much as everything else you protect. From online accounts to photos, subscriptions, and digital financial assets, your estate plan should cover it all.

Here are a few simple insights on including digital assets in your Oklahoma estate plan. If you want help making sure nothing gets overlooked, give Compass Legal Planning a call. We’re here to make your planning clear, simple, and complete.

03/08/2026

Today on International Women’s Day, we celebrate the women who strengthen our families, our communities, and our future. From the leaders who inspire us to the caregivers who shape generations, their impact is felt every day.

At Compass Legal Planning, we’re grateful for the women who guide, mentor, and support families across Oklahoma.

If there’s a woman who has made a difference in your life, give her a shout-out in the comments.

03/05/2026

Most people think of estate planning as something that matters only after they’re gone—but it also protects you while you’re living. One of the most important tools you can have in place is a health care directive. It ensures your wishes are clear if you’re ever unable to speak for yourself.

If you want peace of mind for yourself and clarity for the people who love you, we can help. Call Compass Legal Planning today to put your medical wishes in writing and protect your future your way.

03/03/2026

Tax season has a way of reminding us how connected everything is—your income, your assets, and yes, even your estate plan. Many families don’t realize that a well-built estate plan can work hand‑in‑hand with a smart tax strategy to help protect what you’ve worked so hard for.

Swipe to see a few ways thoughtful planning can support your financial picture.

If it’s been a few years since you updated your will or trust—or if you’ve never had a full review—now is a great time to make sure everything still fits your life. Compass Legal Planning is here to help Oklahoma families navigate these decisions with clarity and confidence.

02/26/2026

As digital property becomes an increasingly prominent component of personal and financial life, integrating these assets into your estate plan is essential for ensuring orderly management and transition. Swipe for some key considerations.

Give us a call to learn how we can assist you in developing a comprehensive estate plan that accounts for both traditional and digital assets.

02/19/2026

Estate planning is more than documents. It's about preserving your story.

Our Life and Legacy Interview service creates a lasting video record of your values, experiences, and wishes for future generations.

Give your family the gift of your story.

Contact Compass Legal Planning to learn more.

02/19/2026

It's a common myth that disinheriting someone requires leaving them a dollar in your will. Not only is this unnecessary, but it can also lead to legal disputes. The best practice is to clearly express your intent to disinherit without assigning assets.

Want to ensure your wishes are documented effectively? Contact us today to build a robust plan that stands up to challenges.