Muskogee, OK asked in Estate Planning for Oklahoma

Q: When assigning an executor to our will, do they need to be living in the state of Oklahoma or can they live out of state

Related Topics:
2 Lawyer Answers
Reece B. Morrel Jr
Reece B. Morrel Jr
Answered
  • Estate Planning Lawyer
  • Tulsa, OK
  • Licensed in Oklahoma

A: Legally, is is not necessary for the Executor (aka Personal Representative) to live in Oklahoma.

Practically, the Estate of the descendant may incur additional expense since it may be necessary to reimburse the Executor for their travel expenses.

Another point to consider is the amount of travel time between the Executor's home and Oklahoma. For instance, we had a case where the Executor lived in Phoenix AZ. So every time we had a court hearing, it involved a day of travel to Oklahoma, the day of the hearing, and a day of travel back to Arizona. Thus, the Executor had to block out three days regardless if the hearing lasted 15 minutes or 2 hours.

Richard Winblad
PREMIUM
Richard Winblad
Answered
  • Estate Planning Lawyer
  • Edmond, OK
  • Licensed in Oklahoma

A: There is no requirement that the person live in in Oklahoma. However, there are some logistical benefits to having an in-state executor.

Also, you may consider creating a trust or using other probate avoidance techniques. Naming an executor does not automatically give that person authority to deal with your property because a court must approve his or her appointment. In other words Will = probate.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.