Forms for Settling an Estate in Oklahoma

Free forms for settling an estate in Oklahoma: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.

Free

IRS Form 56

Notify 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.

Get Started
Free

Digital Assets Recovery Letter

Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

Get Started
Free

Notice to Creditors

In Oklahoma, the notice to creditors is published for 2Okla. Stat. tit. 58, §§ 331, 333, 591Verified Oct 19, 2026View source weeks in a local newspaper, and creditors have 2 months58 O.S. § 331Verified Sep 8, 2026View source from first publication to present claims.

Get Started
Free

Renunciation of Executor

In Oklahoma, a person named as executor may renounce the right to serve58 O.S. § 23; 58 O.S. § 103Verified Sep 23, 2026View source before anyone is appointed.

Get Started
Free

Affidavit of Heirship

In Oklahoma, heirs put their identity on the land records with a recorded affidavit of facts affecting title that states who the heirs are16 O.S. §§ 67, 82-85; 58 O.S. § 393(D)Verified Sep 24, 2026View source; once recorded it raises a rebuttable presumption that the facts are true.

Get Started
Free

Small Estate Affidavit

In Oklahoma, the Small Estate Affidavit58 O.S. § 393Verified Sep 8, 2026View source covers estates with personal property of $50,00058 O.S. § 393Verified Sep 8, 2026View source or less, 10 days58 O.S. § 393Verified Sep 8, 2026View source after death, presented directly to the bank or other holder, not filed with a court.

Get Started
Free

Estate Inventory

In Oklahoma, the personal representative files the estate inventory within 60 days58 O.S. §§ 281, 289Verified Sep 15, 2026View source of appointment.

Get Started
Free

Estate Closing

In Oklahoma, the personal representative is discharged by court orderOkla. Stat. tit. 58, §§ 691, 241(D)Verified Sep 15, 2026View source, and a final accounting is required unless it is waived.

Get Started

All Oklahoma forms

Tools for Settling an Estate in Oklahoma

Free tools for settling an estate in Oklahoma: whether probate is needed, executor and trustee pay, creditor deadlines, and inheritance taxes.

How Many Death Certificates Do I Need?

In Oklahoma, certified death certificates come from the Oklahoma State Department of Health - Vital Records ServiceOklahoma State Department of Health - Vital Records ServiceVerified Oct 15, 2026View source; the first copy costs $15Oklahoma State Department of Health - Vital Records ServiceVerified Oct 15, 2026View source.

Use Calculator

Do I Need Probate?

In Oklahoma, estates with personal property of $50,00058 O.S. § 393Verified Sep 8, 2026View source or less skip probate with the Small Estate Affidavit58 O.S. § 393Verified Sep 8, 2026View source, 10 days58 O.S. § 393Verified Sep 8, 2026View source after death.

Check Now

Do I Have to File Tax Returns for Someone Who Died?

Oklahoma requires a final state income tax return for the decedent alongside the federal Form 104068 Okla. Stat. § 2355Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

Check Requirements

How Do I Settle an Estate?

Settling an estate in Oklahoma: the personal representative files the estate inventory within 60 days58 O.S. §§ 281, 289Verified Sep 15, 2026View source of appointment; creditors have 2 monthsOkla. Stat. tit. 58, §§ 331, 333, 591Verified Oct 19, 2026View source to present claims; a simple estate closes in 4 months to 6 months.

Get Plan

What Do I Do When Someone Dies?

After a death in Oklahoma, the estate either qualifies for the simplified procedure for estates under $50,00058 O.S. § 393Verified Sep 8, 2026View source or goes through probate, where creditors have 2 months58 O.S. § 331Verified Sep 8, 2026View source to file claims after notice.

Get the Checklist

How Much Are Estate & Inheritance Taxes?

Oklahoma levies no estate or inheritance taxNo state estate or inheritance tax. Oklahoma's estate tax was repealed for deaths on or after January 1, 2010 — 68 O.S. §§ 801–803, 805–825 repealed by Laws 2006, 2nd Extra. Sess., c. 42, § 6 (HB 1172). Only the inert federal-credit pickup shell (§ 804, $0 since the 26 U.S.C. § 2011 credit was zeroed out) and the lien-release provision (§ 804.1) remain codified; neither imposes tax.Verified Sep 15, 2026View source; only the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

Use Calculator

What Taxes Apply to My Inheritance?

Oklahoma imposes no inheritance or estate taxNo state estate or inheritance tax. Oklahoma's estate tax was repealed for deaths on or after January 1, 2010 — 68 O.S. §§ 801–803, 805–825 repealed by Laws 2006, 2nd Extra. Sess., c. 42, § 6 (HB 1172). Only the inert federal-credit pickup shell (§ 804, $0 since the 26 U.S.C. § 2011 credit was zeroed out) and the lien-release provision (§ 804.1) remain codified; neither imposes tax.Verified Sep 15, 2026View source; probate assets arrive when the estate closes, 4 months to 6 months for a simple estate.

Learn More

Hire an Oklahoma Probate Attorney

Browse 73 probate firms in Oklahoma with addresses, contact info, and practice details.

Browse firms

All Oklahoma tools

Oklahoma Estate Settlement Resources

In-depth guides covering Oklahoma probate, estate administration, and settling an estate.