Checklist of documents to secure upon someone’s death in Oklahoma

In the process taking care of things after the death of a friend or loved one in Oklahoma, there are certain documents which you, the person likely to help administer the estate, will need to have.¬† Below is a list of some of the documents you need to collect and secure following a person’s death:
  • Copies of the death certificate
  • Insurance policies
  • Investment account statements such as IRAs, 401(k)s, mutual funds, pensions
  • The last checking and savings account statements
  • ¬†Last mortgage statement
  • Last two years tax returns
  • Automobile titles
  • Marriage and birth certificates
  • An up-to-date credit report of the decedent.

Posted by Shawn Roberts

I write about and try to answer practical Oklahoma legal questions. I tend to focus on estate planning and business issues. I make a living as an attorney working for Resolution Legal Group in Oklahoma City. I am husband to Amy and the father of Sam and David. We live exactly in the path where the "wind comes sweeping down the plains."