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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 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 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.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.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 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 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 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 Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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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Revocable Living Trust for Oklahoma ResidentsOklahoma Last Will and TestamentOklahoma Pour-Over WillOklahoma Healthcare Power of AttorneyOklahoma Financial Power of AttorneyOklahoma Transfer on Death DeedOklahoma Vehicle Transfer on DeathEIN ApplicationPetition for Probate and LettersOklahoma Notice to CreditorsOklahoma Renunciation of ExecutorOklahoma Living WillOklahoma Affidavit of HeirshipOklahoma Small Estate AffidavitOklahoma Estate InventoryOklahoma Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Oklahoma Estate Planning Cost CalculatorOklahoma Revocable Living Trust Cost CalculatorOklahoma Will Cost CalculatorOklahoma Life Insurance CalculatorOklahoma Beneficiary Designation CheckerOklahoma Name a Guardian GuideOklahoma Burial & Cremation Law GuideOklahoma Signing Requirements CheckerOklahoma Document Portability CheckerOklahoma Trust Need AssessmentOklahoma TOD Deed AssessmentOklahoma Vehicle TOD AssessmentOklahoma Trust or Will Decision Tool
Someone I love died
Oklahoma Death Certificate CalculatorOklahoma Probate Decision ToolOklahoma Estate Settlement PlanOklahoma What to Do When Someone Dies Checklist
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Oklahoma Probate Cost CalculatorOklahoma Executor Fee CalculatorOklahoma Self-File Probate AssessmentOklahoma Executor Appointment GuideOklahoma Creditor Claims DeadlinesOklahoma Insolvent Estate CalculatorOklahoma Personal Property Value Estimator
I'm a trustee
Oklahoma Trustee Compensation CalculatorOklahoma Trust Settlement Plan
I'm inheriting
Oklahoma Who Inherits CalculatorOklahoma Estate & Inheritance Tax CalculatorOklahoma Inheritance Tax GuideOklahoma Step-Up Basis CalculatorOklahoma Post-Death Tax Filing Guide
Oklahoma Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau 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 ProgramDrug 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 CorpsOffice 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 ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.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→Tools→Oklahoma

Tools for Planning and Settling an Estate in Oklahoma

For anyone planning an estate in Oklahoma or settling one: what a will or trust costs, whether an estate needs probate, what executors and trustees are paid, and the taxes on an inheritance, each answered under Oklahoma law.

AllPlanning aheadSettling an estate
All situations36I'm planning ahead21Someone I love died13I'm an executor14I'm a trustee7I'm inheriting6
All statesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

36 tools for Oklahoma

Do I Need a Revocable Trust?

Probate in Oklahoma takes 4 months to 6 months for a simple estate and charges attorney fees of typically 1.7%58 O.S. § 525 (all necessary expenses of administration allowed; no statutory attorney fee schedule — court-determined reasonableness)Verified Sep 8, 2026View source to 2.6%58 O.S. § 525 (all necessary expenses of administration allowed; no statutory attorney fee schedule — court-determined reasonableness)Verified Sep 8, 2026View source of the estate; assets held in a revocable trust skip both.

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Do I Need a TOD Deed?

Oklahoma authorizes transfer on death deeds58 O.S. 1251 to 1258Verified Jul 15, 2026: a recorded, revocable deed that passes real property at death outside probate.

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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 Aug 25, 2026View source, filed through the Service Oklahoma (Motor Vehicle Services) using Form 771.

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Can I Self-File Probate?

Oklahoma has no statewide fill-in probate petition, so the opening petition is drafted as a legal pleading, and informal probate is not available.

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How Do I Get Appointed as Executor?

In Oklahoma, the District Court appoints the personal representative and the District judge issues Letters Testamentary or Letters of Administration; every appointment goes through the court.

See the Steps

What Are the Creditor Claim Deadlines?

In Oklahoma, creditors have 2 months58 O.S. § 331Verified Sep 8, 2026View source from first publication of the creditor notice to present claims; late claims are barred.

Check Deadlines

What Happens When an Estate Is Insolvent?

When an estate owes more than it holds, Oklahoma pays the claims in 958 O.S. § 591Verified Sep 23, 2026View source classes in statutory order, beginning with funeral expenses.

Check the Payment Order

How Do I Open an Estate Account When Someone Dies?

Compare estate-account opening requirements bank by bank: channels, required documents, and steps.

See Bank Requirements

How Do I Open a Trust Account at My Bank?

Compare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, and what proves the trust.

See Bank Requirements

When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

Check Withdrawal Rules

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

What Is the Estate's Personal Property Worth for Probate?

Estimate the fair market value of household items for probate and see how it affects fees.

Estimate Value

Trust or Will: Which Costs Less?

In Oklahoma, a will-based plan pays probate attorney fees of typically 1.7%58 O.S. § 525 (all necessary expenses of administration allowed; no statutory attorney fee schedule — court-determined reasonableness)Verified Sep 8, 2026View source to 2.6%58 O.S. § 525 (all necessary expenses of administration allowed; no statutory attorney fee schedule — court-determined reasonableness)Verified Sep 8, 2026View source of the estate; a funded revocable trust keeps those assets out of probate and off that fee.

Compare Options

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 Sep 15, 2026View source to present claims; a simple estate closes in 4 months to 6 months.

Get Plan

How Do I Settle a Trust?

Settling a trust in Oklahoma happens outside court: the trustee acts under the state's Uniform Trust Code60 O.S. § 1601.1 et seq. (Oklahoma Uniform Trust Code, HB 1850, eff. Nov 1, 2025); 60 O.S. § 175.1 et seq. (Oklahoma Trust Act, residual)Verified Jul 15, 2026View source, notifies the beneficiaries within 60 days60 O.S. § 1601.1 et seq. (Oklahoma Uniform Trust Code, Laws 2025, c. 254, eff. Nov. 1, 2025)Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.

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.

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