Free Guides & Checklists

Helpful resources to guide you through estate planning and probate in Oklahoma.

Checklist 4 pages

Estate Planning Starter Checklist

A comprehensive checklist to help you gather information and prepare for your estate planning consultation. Includes questions about assets, beneficiaries, and important decisions.

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Guide 6 pages

What to Do When Someone Dies: Oklahoma Guide

Step-by-step guidance for surviving family members in the days and weeks following a death. Covers immediate steps, notification requirements, and when to contact an attorney.

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Guide 5 pages

Executor's Responsibilities in Oklahoma

An overview of what executors need to know about their duties, timeline, and potential liabilities when administering an estate in Oklahoma.

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Checklist 2 pages

Documents to Gather for Probate

A checklist of documents typically needed when opening a probate case in Oklahoma. Be prepared and save time during the probate process.

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