Bret Glenn
COMPASS LEGAL PLANNING, PC
https://compasslegalplanning.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Oklahoma
What to expect from Bret Glenn
- A 15-minute Prep Call with our Intake Team to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Bret Glenn
Hi. I'm Bret Glenn. I became a Personal Family Lawyer several years ago because I'm passionate about helping families create happy and secure futures while living richer lives today.
I'm here to help families across the United States make wise, eyes wide open legal, insurance, financial and tax decisions.
In my practice, I am here to help families in Oklahoma and Texas make wise, eyes wide open, decisions about their estate planning. I focus on Family Protection, Wealth Preservation, and Value-Based Planning. I'm also experienced with wealth planning strategies for unmarried couples and divorced individuals.
Whether you are married or single, a traditional family or a blended one, starting out or looking back on a life well-lived, I will help you to craft a plan that achieves your goals for your loved ones today and for years to come.
I graduated from University of Oklahoma College of Law in 2003 after a career in the United States Air Force. I initially focused on Family Law and Probate Law. However, after seeing such a need in my community for practical estate planning for families, I changed my practice to focus mainly on Estate Planning. I have found that my extensive family law background has enabled me to help my estate planning clients navigate potential issues from their family dynamics.
I deeply enjoy educating my community, and my wealth planning advice has helped many families throughout Oklahoma and Texas. I frequently give presentations for various private groups on a variety of family wealth planning topics, including how estate planning intertwines with real estate and insurance.
And most importantly, I am the proud husband of Darla, the proud father of my son Preston and the bonus father of my step-daughters, Faith and Grayson.
Testimonials
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Let's Get You The Solutions You Need To Protect Your Family And Your Wealth.
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