What are components of an Oklahoma estate plan using a revocable living trust?

Flickr User Matthew P

If you are thinking about taking care of your estate planning, it will be helpful to know what type of things we offer. 

Below is information on what our law firm provides if you choose to use an Oklahoma revocable living trust.

 
We provide an Oklahoma revocable living trust and related documents as part of a comprehensive estate planning package. The revocable trust package includes services which are necessary to establish a comprehensive estate plan including:
 
    • Revocable Living Trust Agreement (one, two or more depending on the facts);
    • Pour-over Last Will and Testament for Husband
    •  Pour-over Last Will and Testament for Wife;
    • Durable Power of Attorney – Healthcare for Husband;
    • Durable Power of Attorney – General for Husband;
    • Durable Power of Attorney for Healthcare for Wife;
    • Durable Power of Attorney – General for Wife;
    • Advance Directive/Living Will for Husband
    • Advance Directive/Living Will for Wife;
    • The documents necessary to transfer all trust-appropriate assets to the newly created trust such as:
      • Deeds to transfer real property to the trust; 
      • Mineral Quitclaim Deeds to transfer mineral interests
      • Memorandum of trust (real property and personal property); and
      • Assignment of personal property; 
    • Assistance in transferring all trust-appropriate assets to the trust;
    • Review, revise and finalize documents based on client feedback
    • Meeting at our office to sign and finalize all documentation;
    • Instruction letter on transferring property to the Trust, assistance in actually transferring certain items of property,
    • An Estate Planning binder which contains all of the original documents you sign.
 
If you have questions about any of this material feel free to reach out to me.  If you are interested in seeing what we offer to people when an Oklahoma last will and testament is the centerpiece of estate planning, check out this post.

Posted by Shawn Roberts

On this blog, I write about and try to answer practical Oklahoma legal questions. My focus and most experience is in estate planning and business issues including Oklahoma non-compete law. I make a living as an attorney in the law firm I founded, Cazes Roberts, PLLC in Oklahoma City. I live in Edmond with wife Amy and my two children, Sam (17) and David (9). We live precisely in the path of where the "wind comes sweeping down the plains."