Work with Swain Trusts & Estates of Oklahoma City for your Estate Planning needs. Our personalized recommendations are the result of exploring together to identify your goals and desires. From titling assets to funding your trust, you can expect a detailed plan to get you where you want to be, short-term and long-term. Our track record speaks for itself, and our client data is sacred, secure and protected.
Our commitment to you is our expertise and availability every step of the way. As we help you achieve your goals, we have you covered with documentation on paper and in digital format, for complete and easy access.
Here are the four critical documents you want to have in place:
• Revocable trust or joint revocable trust (to avoid probate);
• Last Will and Testament;
• Durable Power of Attorney; and
• Advance Directive for Healthcare.