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Overview Estate Law

Browse all Oklahoma attorneys

Revocable Living Trust for Oklahoma ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Oklahoma Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Oklahoma Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Oklahoma Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Oklahoma Healthcare Power of AttorneyName someone to make medical decisions if you can't.Oklahoma HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Oklahoma Financial Power of AttorneyName someone to manage your finances if you can't.Oklahoma Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.Oklahoma Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Oklahoma Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Oklahoma Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Oklahoma Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Oklahoma Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Oklahoma Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Oklahoma Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Oklahoma Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.Oklahoma Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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I'm planning ahead

Oklahoma Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Oklahoma Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Oklahoma Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Oklahoma Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Oklahoma Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Oklahoma Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Oklahoma Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Oklahoma Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Oklahoma Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Oklahoma Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Oklahoma Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Oklahoma TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Oklahoma Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Oklahoma Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Oklahoma Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Oklahoma Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Oklahoma Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Oklahoma Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Oklahoma What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

I'm an executor

Oklahoma Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Oklahoma Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Oklahoma Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Oklahoma Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Oklahoma Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Oklahoma Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Oklahoma Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Oklahoma Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Oklahoma Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Oklahoma Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Oklahoma Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Oklahoma Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Oklahoma Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Oklahoma Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Oklahoma Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

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Oklahoma Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Browse all Oklahoma institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Oklahoma Residents Oklahoma Last Will and Testament Oklahoma Codicil to a Will Oklahoma Pour-Over Will Oklahoma Healthcare Power of Attorney Oklahoma HIPAA Release Oklahoma Financial Power of Attorney Oklahoma Transfer on Death Deed Lady Bird Deed Oklahoma Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Petition for Probate and Letters Oklahoma Notice to Creditors Oklahoma Renunciation of Executor Oklahoma Living Will Oklahoma Affidavit of Heirship Oklahoma Affidavit of Death Oklahoma Small Estate Affidavit Oklahoma Estate Inventory Oklahoma Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

Oklahoma Estate Planning Cost Calculator Oklahoma Revocable Living Trust Cost Calculator Oklahoma Will Cost Calculator Oklahoma Life Insurance Calculator Oklahoma Beneficiary Designation Checker Oklahoma Name a Guardian Guide Oklahoma Burial & Cremation Law Guide Oklahoma Signing Requirements Checker Oklahoma Document Portability Checker Oklahoma Trust Need Assessment Oklahoma Avoid Probate Guide Oklahoma TOD Deed Assessment Oklahoma Vehicle TOD Assessment Oklahoma Trust or Will Decision Tool

Someone I love died

Oklahoma Death Certificate Calculator Oklahoma Probate Decision Tool Oklahoma Joint Tenancy Survivorship Guide Oklahoma Estate Settlement Plan Oklahoma What to Do When Someone Dies Checklist

I'm an executor

Oklahoma Probate Cost Calculator Oklahoma Executor Fee Calculator Oklahoma Self-File Probate Assessment Oklahoma Letters Testamentary Guide Oklahoma Creditor Claims Deadlines Oklahoma Insolvent Estate Calculator Oklahoma Unclaimed Property Claim Guide Oklahoma Personal Property Value Estimator

I'm a trustee

Oklahoma Trustee Compensation Calculator Oklahoma Trust Settlement Plan

I'm inheriting

Oklahoma Who Inherits Calculator Oklahoma Estate & Inheritance Tax Calculator Oklahoma Inheritance Tax Guide Oklahoma Step-Up Basis Calculator Oklahoma Post-Death Tax Filing Guide

Oklahoma Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Home→Financial Institutions→Oklahoma

Estate Planning and Financial Institutions in Oklahoma

The 23 regional and state-based institutions serving Oklahoma: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

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Category

All Categories781 Banks261 Brokerages85 Credit Unions175 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

Coverage

23 institutions serving Oklahoma

Arvest

Bank serving the Midwest, Southeast, and more

Arvest

BancFirst

Bank serving Oklahoma

BancFirst

BOK Financial

Bank serving the Southwest, Midwest, and more

BOK Financial

Busey

Bank serving the Southwest, Midwest, and more

Busey

Central Bank

Bank serving the Midwest, Southwest, and more

Central Bank

Commerce Bank

Bank serving the Midwest, Southwest, and more

Commerce Bank

COUNTRY Financial

Insurance Company serving the Midwest, West, and more

COUNTRY Financial

CrossFirst Bank

Bank serving the Southwest, Midwest, and more

CrossFirst Bank

CSAA Insurance

Insurance Company serving the West, Northeast, and more

CSAA Insurance

D.A. Davidson

Brokerage serving the West, Midwest, and more

D.A. Davidson

Farm Bureau Financial

Insurance Company serving the Midwest, West, and more

Farm Bureau Financial

First United Bank

Bank serving Oklahoma and Texas

First United Bank

IBC Bank

Bank serving Texas and Oklahoma

IBC Bank

Mariner Finance

Personal Loan Lender serving the Southeast, Northeast, and more

Mariner Finance

MidFirst

Bank serving the West and Southwest

MidFirst

Prosperity Bank

Bank serving Texas and Oklahoma

Prosperity Bank

Regional Finance

Personal Loan Lender serving the Southeast, Southwest, and more

Regional Finance

Savant Wealth

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

Shelter Insurance

Insurance Company serving the Midwest, Southeast, and more

Shelter Insurance

Simmons Bank

Bank serving the Southeast, Midwest, and more

Simmons Bank

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Revocable Living Trust
Last Will and Testament
Pour-Over Will
Healthcare Power of Attorney
Codicil to a Will
HIPAA Release
Financial Power of Attorney
Transfer on Death Deed
Lady Bird Deed
Vehicle Transfer on Death
Living Will
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