Estate Planning Oklahoma City | Baldwin Financial, LLC.
Baldwin Financial provides flat-fee estate planning coordination for families and entrepreneurs in Oklahoma City, Edmond, Nichols Hills, and throughout Oklahoma. We are a fee-only, fiduciary registered investment adviser — legally obligated to act in your best interest.
Our Estate Planning Services
- Revocable Living Trust — Avoid probate and protect your privacy
- Last Will & Testament — Ensure your wishes are honored
- Financial Power of Attorney — Designate someone to manage your finances if incapacitated
- Healthcare Directive & Living Will — Specify your medical wishes
- Beneficiary Optimization — Ensure accounts transfer correctly and tax-efficiently
- Trust Funding Coordination — Ensure your trust actually works by properly funding it
Transparent Flat-Fee Pricing
- Will-Based Estate Plan: from $750+
- Individual Trust-Based Plan: from $1,500+
- Joint/Couple Trust-Based Plan: from $2,500+
Why Baldwin Financial for Estate Planning?
Most estate planning is reactive — done after a health scare or family event. At Baldwin Financial, estate planning is integrated into your overall financial plan from day one. We coordinate with estate attorneys, use Wealth.com's estate planning platform, and ensure your documents are current, properly structured, and funded.
Baldwin Financial, LLC. | 629 West Main Street, Suite 10080, Oklahoma City, OK 73102 | (405) 266-7856 | [email protected]