Family Legacy and Wealth Counsel

Planning your future is never easy but Shawna was wonderful to work with. Very knowledgeable and patient. Highly recommend.
Jul 9th, 2023

Aug 24th, 2021

Shawna Baker and her team provided a comprehensive and stress-free experience for our family after my fathers death. She provided great guidance and information that help dealing with the legal considerations after death manageable. Will definitely continue to use her services in the future.
Oct 7th, 2020

My wife and I used Family Legacy & Wealth Counsel, Shawna Baker for our family trust, our in-laws family trust as well as other family matters. Shawna goes above and beyond to make sure you understand the process. Shawna is very professional and works hard for you as a client. I highly recommend Family Legacy and Shawna Baker for all your professional needs.
Aug 15th, 2020

Returning to the Tulsa, Oklahoma area in 2012, my wife and I needed to redo our trusts, wills, and legal and medical powers of attorney. We made an appointment with Shawna Baker at this business. She listened to what we wanted to accomplish (primarily simplifying the documents because we no longer needed to cover Texas and Oklahoma) and made suggestions. Completed documents were ready within about 2 weeks. We returned to this business 2 additional times to modify our documents after changes to our situation. In all 3 visits, Shawna communicated with us in ordinary, non-legal language. She made suggestions of ways to accomplish our stated goals. Probably the biggest help was in achieving our "end of life" goals for passing our assets to beneficiaries. She assisted us in transferring assets into our trust (e.g., our home). When documents were complete, we met for an explanation of the legal documents she prepared and signing. Fees seemed fair and were comparable to what we paid for our first trust/will from another attorney.
Jun 24th, 2020