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Fillable PDF guide
Estate Planning Basics
A 13-page guide and attorney-prep workbook for Oklahomans. Learn what a will does and doesn't do, when a trust makes sense and how to avoid probate, then fill in the worksheets to bring to your lawyer.
This guide does not create a will, trust or other legal document. Have an Oklahoma estate-planning attorney prepare or review yours.
What's inside
- Where you standWhat happens without a plan and an inventory of what you own and how it passes.
- WillsOklahoma's signing requirements, executors, guardians for children, divorce and omitted children.
- Avoiding probateLiving trusts, transfer-on-death deeds and a beneficiary review sheet.
- Family rightsYour spouse's statutory share, leaving money to children, and powers of attorney.
- TaxesThe 2026 federal exemption, portability, gifts and inherited retirement accounts.
- Getting it doneAn attorney-prep worksheet, questions to ask, a signing checklist and review triggers.
Details
- One fillable PDF, 13 pages, letter size
- Type on screen in Adobe Acrobat Reader (free), Preview on Mac, or most browsers, or print it
- Oklahoma law and 2026 federal tax figures cited
- Instant download after checkout
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Later Life Set, $64.99
For planning ahead, caring for parents and settling an estate: Social Security and retirement, Medicare, caregiving, estate planning, the estate organizer, the funeral guide and the Oklahoma executor's guide.
See the set →