Resources

Updating Corporate Records

Do You Need a Revocable Trust?

Estate Planning Infillable Worksheet*

The Supplemental Needs Trust

Do You Need a Trust as a Part of Your Will?

What is the Probate Process?

What is an Irrevocable Trust?

When Should I Have My Estate Plan Reviewed?

Your Will as Written by the Oklahoma Legislature

Bonds Exempt from OK Estate Tax

 

Corporate Executive Summary – Fillable Worksheet (pdf)

Limited Liability Company – Fillable Worksheet (pdf)

Understanding the Oklahoma’s Advance Directive & Other Health Care Planning Tools– Your Right to Decide (pdf)

 

Submit Completed Worksheet

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