Oklahoma Estate Planning Drafting Software
Oklahoma has no state estate or inheritance tax and offers transfer on death deeds. Estate planning in Oklahoma often involves oil, gas, and mineral rights, which require special attention for proper transfer and administration. The state's homestead provisions provide significant protections.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $50,000
- Property System
- Common Law
Practice Snapshot for Oklahoma Attorneys
Estate planning in Oklahoma is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Small estate procedures are available for estates up to $50,000.
Local practitioners routinely navigate: No state estate or inheritance tax, Transfer on Death Deed available, Homestead exemption with unique provisions, and Elective share for surviving spouse.
Common Oklahoma filings and forms include: Oklahoma Deeds, Oklahoma Durable Power of Attorney, Oklahoma Advance Directive for Health Care, and Mineral Rights Assignment. Key Oklahoma statutory touchpoints include: Oklahoma Trust Act (60 O.S. § 175), Transfer on Death Deed Act, Homestead provisions, and Oil and gas estate planning considerations.
Key Considerations for Oklahoma Attorneys
- —No state estate or inheritance tax
- —Transfer on Death Deed available
- —Homestead exemption with unique provisions
- —Elective share for surviving spouse
- —Oil, gas, and mineral rights considerations
Oklahoma-Specific Documents
State-specific drafting language and formatting aligned with Oklahoma statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Oklahoma Deeds
- —Oklahoma Durable Power of Attorney
- —Oklahoma Advance Directive for Health Care
- —Mineral Rights Assignment
Oklahoma Estate Planning Laws
- —Oklahoma Trust Act (60 O.S. § 175)
- —Transfer on Death Deed Act
- —Homestead provisions
- —Oil and gas estate planning considerations
What Statular Offers Oklahoma Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
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Join Oklahoma attorneys using Statular for estate planning document automation.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules