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New Home
How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.
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Retirement
Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.
Learn moreForms for Planning Your Estate in Oklahoma
Free forms for planning your estate in Oklahoma: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for Oklahoma.
Healthcare Power of Attorney
Oklahoma requires 263 Okla. Stat. § 3101.4(C)Verified Oct 15, 2026View source witnesses for a healthcare power of attorney; notarization is not required63 Okla. Stat. § 3101.4(C)Verified Oct 15, 2026View source.
HIPAA Release
In Oklahoma, a HIPAA release names who may receive your records; the state regulates mental health records and substance abuse treatment recordsOkla. Stat. tit. 43A, § 1-109(A)(1), (C)(1), (D); Okla. Stat. tit. 43A, § 1-109(A)(1), (C)(1), (D) (Oklahoma's unified mental-health / drug-or-alcohol-abuse treatment confidentiality regime jointly governs SUD records — state-specific provider-context regime beyond federal 42 CFR Part 2)Verified Jun 20, 2026View source above the federal rule, and the document carries each rule.
Financial Power of Attorney
Oklahoma treats a power of attorney as durable by default58 O.S. § 3001 et seq. (Title 58, Chapter 29); 16 O.S. § 20Verified Sep 20, 2026View source, and it is signed with no witness or notary requirement58 O.S. § 3001 et seq. (Title 58, Chapter 29); 16 O.S. § 20Verified Sep 20, 2026View source.
Vehicle Transfer on Death
Oklahoma allows a transfer-on-death beneficiary designation on a vehicle title47 O.S. § 1107.5 (motor vehicles); 63 O.S. § 4012.1 (vessels and motors)Verified Oct 21, 2026View source, filed through the Service Oklahoma (Motor Vehicle Services) using Form 771.
Living Will
In Oklahoma, the living will is the Advance Directive for Health CareOklahoma Advance Directive Act, 63 O.S. §§ 3101.1-3101.16Verified Sep 27, 2026View source, a written instruction that is valid with no agent named.
Last Will and Testament
In Oklahoma, a will is signed before 284 O.S. § 55Verified Oct 19, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimony84 O.S. § 55Verified Oct 19, 2026View source.
Codicil to a Will
In Oklahoma, a codicil is signed before 284 O.S. § 55Verified Oct 19, 2026View source witnesses, like a will, and the self-proving affidavit signed with it lets the court admit it without witness testimony84 O.S. § 55Verified Oct 25, 2026View source.
Tools for Planning Your Estate in Oklahoma
Free tools for planning your estate in Oklahoma: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for Oklahoma and read its answer.
Do I Need a TOD Deed?
Oklahoma authorizes transfer on death deeds58 O.S. 1251 to 1258Verified Oct 17, 2026View source: a recorded, revocable deed that passes real property at death outside probate.
Do I Need a Vehicle TOD?
Oklahoma allows a transfer-on-death beneficiary designation on a vehicle title47 O.S. § 1107.5 (motor vehicles); 63 O.S. § 4012.1 (vessels and motors)Verified Oct 21, 2026View source, filed through the Service Oklahoma (Motor Vehicle Services) using Form 771.
How Much Is the Federal Gift Tax?
Whether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.
What Does Estate Planning Actually Cost?
An attorney-prepared revocable trust in Oklahoma runs $2,730Estimate: 10 hours at $273, Clio's Oklahoma Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $4,095Estimate: 15 hours at $273, Clio's Oklahoma Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $888Estimate: 3 hours at $296, Clio's Oklahoma Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $1,776Estimate: 6 hours at $296, Clio's Oklahoma Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.
How Much Life Insurance Do I Need?
In Oklahoma, four years at a public university cost about $77,752NCES Digest of Education Statistics 2023, Table 330.20, public 4-year in-state tuition, fees, room and board, academic year 2022-23Verified Oct 17, 2026View source and the cost of living is 12% below the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; no state estate or inheritance tax appliesNo 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.
Are My Beneficiary Designations Protected?
Oklahoma automatically revokes an ex-spouse as beneficiary at divorce84 O.S. § 114 (wills); 15 O.S. § 178 (beneficiary designations)Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.
How Do I Sign Estate Documents?
In Oklahoma, a will is signed before 284 O.S. § 55Verified Oct 19, 2026View source witnesses, and notarization is not required84 O.S. § 55Verified Oct 19, 2026View source.
Will My Estate Documents Transfer?
Oklahoma recognizes a will signed under the law of the place where it was signed84 O.S. §§ 71-73Verified Oct 19, 2026View source; a will signed in Oklahoma itself needs 284 O.S. § 55Verified Oct 19, 2026View source witnesses, and notarization is not required84 O.S. § 55Verified Oct 19, 2026View source.
Oklahoma Estate Planning Resources
In-depth guides covering Oklahoma probate laws, trust requirements, and estate planning strategies.
