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Oklahoma Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Oklahoma on
Q: My husband and I are still married, but estranged. Is he still entitled to my property after I pass away?
Doak Willis
Doak Willis
answered on Nov 12, 2018

Yes or a portion of it if you have children with him. You must be divorced before you pass away in order for him not to be an heir.

1 Answer | Asked in Energy, Oil and Gas, Estate Planning and Probate for Oklahoma on
Q: Oklahoma will not recognize "will" because it was never probated in Oklahoma.

Grandmother died in Oklahoma in 1980, had a will. All known assets were held in "joint tenancy" with her surviving daughter. In 2014, unknown minerals in OK were found. Oil company remitted force-pooled bonus consideration to OK. OK demands a probated will for an estate of virtually $0.... View More

Richard Winblad
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Richard Winblad
answered on Nov 8, 2018

If funds are with the unclaimed property division & the total value is under $10k you may be able to use their affidavit process. But keep in mind that once production begins there oil company will probably make probate a title requirement before they release royalty payments.

1 Answer | Asked in Estate Planning for Oklahoma on
Q: My father died and my sister has offered me nothing from estate he had land , vehicals and bank accounts .

I have looked on my states public court records and no will has been filed . Does this mean he didnt have one and Im entitled to half his estate ?

Richard Winblad
PREMIUM
Richard Winblad
answered on Nov 7, 2018

Sorry for your loss.

It is impossible to say whether or not he had a will based solely upon an absence of a probate. It sounds as though your father was single at the time of his death. You should have an attorney review the land records to determine what interest he had therein. It...
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1 Answer | Asked in Estate Planning, Divorce and Probate for Oklahoma on
Q: My ex-husband passed away without a will. He still owes me 3 years of payments per the divorce degree a lien
Richard Winblad
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Richard Winblad
answered on Oct 26, 2018

You should visit an attorney in your area to determine if the lien is filed with the recorder of deeds and that it is still valid. You may need to foreclose or file a claim in the probate case if one is filed.

1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: My dad passed away and his will states that his proberty is left to my brother and everything else is split equally.

Do we still have to file probate?

Richard Winblad
PREMIUM
Richard Winblad
answered on Oct 25, 2018

This may depend on how his property is titled. If he had a home in his own name then probate will be necessary in order to transfer title. You should visit with a probate attorney. This may be eligible for a summary probate procedure.

1 Answer | Asked in Estate Planning for Oklahoma on
Q: If an Irrevocable Trust is sued, are there any actions the beneficiaries must take in response to lawsuit?

If an Irrevocable Trust is sued, is it the responsibility of the trustees, or the beneficiaries, or both, to take actions to respond to the lawsuit? The beneficiaries were not sued individually, only the trust. As a beneficiary, what do I need to do? This is for a case in the State of Colorado.

Richard Winblad
PREMIUM
Richard Winblad
answered on Oct 19, 2018

It should be the responsibilities of the Trustee, however as a beneficiary you are interested in the outcome. You should consult an Colorado attorney and monitor the developments.

1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: How long does an executor have to distribute funds once final approval is given in court?
Richard Winblad
PREMIUM
Richard Winblad
answered on Oct 17, 2018

If the assets are liquidated, taxes and creditors paid, it shouldn't take long.

2 Answers | Asked in Estate Planning for Oklahoma on
Q: Can my dad will me his business or is there some other step he has to take beyond that to ensure his business transfers

to me when he dies?

Reece B. Morrel Jr
Reece B. Morrel Jr
answered on Oct 13, 2018

Yes, there are other steps you need to take. I DO NOT recommend the use of a will to transfer a business because it may take to long to complete the necessary steps.

There are several methods that can be used to transfer your Dad's property interest in his business to you....
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1 Answer | Asked in Estate Planning for Oklahoma on
Q: My father passed away while being separated for over 4 yrs living in separate states. She kicked him out.

He did not have a will. He inherited money right before his death. Is she entitled to any of the money. They haven't spoken in months We live in Oklahoma

Richard Winblad
PREMIUM
Richard Winblad
answered on Sep 25, 2018

Sorry to hear of your loss. It sounds as though your father had children apart from the union with his estranged wife. Unless they were divorced, it appears that the estranged spouse will inherit a portion. This statute probably applies if he did not have a Will:

d. if there are...
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2 Answers | Asked in Estate Planning for Oklahoma on
Q: How does an advanced healthcare directive work in the context of estate planning?
Richard Winblad
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Richard Winblad
answered on Sep 21, 2018

It has to do with decisions. While it does not determine how an estate is divided, it is an end of life document that communicates your wishes regarding medical treatments if you become unable to speak for yourself.

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1 Answer | Asked in Estate Planning for Oklahoma on
Q: Do I have legal right to obtain a portion of deceased parents belongings/ or debts without a will

Who decides executorship?

Richard Winblad
PREMIUM
Richard Winblad
answered on Sep 20, 2018

Probably, this is generally governed intestacy statutes where the children (or their surviving decedents) inherit if there is no Will. A court would appoint a special administrator or personal representative to administer. Generally, debts of the decedent must be satisfied first.

1 Answer | Asked in Estate Planning for Oklahoma on
Q: My uncle is the personal representative for my dad's estate and he doesn't like me so he won't let me see the will. Is

this legal?

Richard Winblad
PREMIUM
Richard Winblad
answered on Sep 10, 2018

Sorry to hear of your loss.

Title 58 O.S. Section 21 - Delivery of Will to District Court by Custodian states:

Every custodian of a will, within thirty days after receipt of information that the maker thereof is dead, must deliver the same to the district court having jurisdiction...
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1 Answer | Asked in Estate Planning and Real Estate Law for Oklahoma on
Q: Need to know what Oklahoma legal form do I need to fill out to claim property left to me and my brother on a TOD Deed

Need to know what Oklahoma legal form do I need to fill out to claim property left to me and my brother on a transfer on death deed filed with Delaware County Oklahoma. It was filed I believe in 2012.

My mom passed away in July. She owns 70 acres of land in Delaware County Oklahoma. We... View More

Richard Winblad
PREMIUM
Richard Winblad
answered on Aug 27, 2018

Sorry for your loss.

You have only 9 months to file a form to claim the property.

The legislature has not created a form. You are correct that the affidavit of surviving joint tenant is incorrect.

An attorney prepared form should cost about $250.

You and your...
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2 Answers | Asked in Estate Planning for Oklahoma on
Q: Can a child I've disowned still somehow get my assets if I don't write my will in the correct way?
Reece B. Morrel Jr
Reece B. Morrel Jr
answered on Aug 14, 2018

It depends on how you have "disowned" them.

If you do not have any estate planning documents such as a will or trust, then a Probate Court will follow the Oklahoma statutes as to how you property is distributed to your heirs - which can include your children.

YOU are able...
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2 Answers | Asked in Estate Planning and Real Estate Law for Oklahoma on
Q: What are the pros and cons of my parents adding me to their deed?

Their house is worth $70,000. They have agreed to sell it to me for $35,000 which I would give them now so they can have money for an emergency or any medical bills they might have. They are going to continue living there until their death and will leave the house to me. They don’t feel... View More

Reece B. Morrel Jr
Reece B. Morrel Jr
answered on Aug 2, 2018

You may want to consider a Transfer on Death Deed. On the death of your parents, you will receive a "step-up" in basis to the "fair market value" as of their date of death. This stepped-up amount will then be used in the calculation for capital gains.

One of the...
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1 Answer | Asked in Estate Planning for Oklahoma on
Q: Can someone with a criminal record be a trustee?
Reece B. Morrel Jr
Reece B. Morrel Jr
answered on Jul 27, 2018

Technically? Yes.

As an example, suppose a person (aka the Grantor), creates a revocable living trust appointing themselves as the Trustee. If the person who is both the Grantor and Trustee has a criminal record, then the answer is "Yes."

More facts would be helpful....
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1 Answer | Asked in Divorce and Estate Planning for Oklahoma on
Q: Is it allowed to change the beneficiary of an IRA from the spouse to the children during a divorce?

My mother in law passed away in November 2017. Before she passed, she changed the beneficiary on her IRA from her estranged husband to her sons. She requested the investment firm do this & it was done. I was told she had the type of IRA that allowed her to do this. Her estranged husband new... View More

Reece B. Morrel Jr
Reece B. Morrel Jr
answered on Jul 11, 2018

Based upon the facts that you have shared and without seeing the documents involved, my initial answer is no. I do not believe that the estranged husband can challenge the sons being selected as the primary beneficiaries and recipients of the proceeds from the IRA.

But it is not a...
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2 Answers | Asked in Estate Planning and Tax Law for Oklahoma on
Q: I live in Oklahoma and am trying to give someone power of attorney for me. How can I do this?

I have found many online forms, but have no idea how to make them legally binding. How do I do this? Should I use an online form? Does it have to be notarized or something else? Thank you in advance!!

Richard Winblad
PREMIUM
Richard Winblad
answered on Jul 10, 2018

Be very careful. I have lots of folks who walk in with an online power of attorney. I estimate that about 20% have serious errors. These may be drafting, witnessing, signing, and creating unworkable situations. Most attorneys will provide service on a flat fee basis or may provide you with the... View More

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1 Answer | Asked in Estate Planning for Oklahoma on
Q: My sister died, but she nothing but debt - should I still file her will with the court?
Doak Willis
Doak Willis
answered on Jul 7, 2018

There is not a need to probate her estate if she has no estate to probate which means she died owning no property of any real value. You could write to the different creditors and send them a photocopy of her death certificate which might cause them to stop mailing invoices monthly.

2 Answers | Asked in Estate Planning for Oklahoma on
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
Reece B. Morrel Jr
Reece B. Morrel Jr
answered on Jun 19, 2018

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...
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