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Oklahoma
Estate Planning Questionnaire

Oklahoma Estate Planning Questionnaire

Category:

Wills - Estate Planning

State:

Multi-State

Control #:

US-Q1014

Format:

Instant download

Description

This form addresses important considerations that may effect the legal rights and obligations of the parties in an estate planning matter, such as wills, trusts, healthcare documents, deeds, and more. This questionnaire enables those seeking legal help to effectively identify and prepare their issues and problems. Thorough advance preparation enhances the attorneys case evaluation and can significantly reduce costs associated with case preparation.

This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorney-client relationship with a new client. This form helps ensure thorough case preparation and effective evaluation of a new clients needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.

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FAQ

It will keep your wishes known during your lifetime as well as at time of death therefor avoiding difficulties within the family. Do not try to do it yourself! It does not matter whether a person dies with or without a Will, the probate procedure is the same. Oklahoma provides for two types of probate procedures.

Estate planning in simple terms refers to the passing assets / investments down from one generation to another. You decide how much of your estate be it property(s), car(s), personal accolades, financial investments, etc. you want to pass on to whom and how, after your demise.

Located in this state if all of the property that the decedent owns, located in this state, is of a total value less than $50,000, it's a small estate.

The full probate procedure in Oklahoma is used if an estate is worth over $200,000. The simplified probate procedure may be available for estates worth less than $200,000.

Wills, Trusts & Estate. Planning Team. The attached Estate Planning Questionnaire is designed to help you organize your personal and financial information, to help us effectively assess your goals and circumstances, and to enable us to recommend an estate plan that will work for you and your family.

The simple answer is... yes! For the vast majority of probate cases, a lawyer is not required to probate a will. In fact, anyone can interact with the court system and you can do probate without a lawyer.

There is no legal requirement to have a lawyer represent you to probate a will in Oklahoma County Probate Court. However, there are benefits to doing so. For example, a lawyer can help you: With creditor claims filed against the estate.

Completing a paper probate application formYou can do this yourself or you can call the probate and inheritance tax helpline for help completing the form.

But probate isn't always necessary, as certain estates are labeled small estates and therefore bypass these proceedings. To become part of this distinction, an estate must be worth less than $50,000 in total value, after debts and liabilities have been removed, according to Oklahoma inheritance laws.

Five of the Most Common Estate Planning Questions AnsweredWhat is the difference between a will and a trust? Wills and trusts have some similarities.What is Power of Attorney?Do I need to create a medical directive?When should I make updates to my estate plan?I'm worried my family will contest my will.

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