#4 Way to avoid Oklahoma probate after death – Government death benefits

#4 Way to Avoid Probate after Death: Government Death Benefits

This is the third article in the series 6 Ways to Avoid Oklahoma Probate after Death.
Yes, there is a government angle to this series also!  The amount of money which you can recover under this concept, affidavits may be used by the survivors to obtain death benefits from the Oklahoma Public Employees Retirement System, the Oklahoma Teachers Retirement System and the Oklahoma Firefighters Pension and Retirement System.
Once you have complied with terms of the relevant statutes, which includes submitting an affidavit by the claimant, and a corroborating affidavit from an individual who was familiar with the affairs of the decedent, the Oklahoma government government agency may, in its discretion, pay out the death benefit not to exceed the amount permitted.  You will be required to provide proof of payment of debts of the decedent, but the government agency is not required to have proof the payment of any estate tax liability.

I  provide probate and Trusts and Will in Edmond, Oklahoma City and the Metro area.  If you want to discuss this article or anything about probate or transfer of assets of please feel free to email me at sjr@shawnjroberts.com.

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."

4 comments

Alonzo Oelschlager

Keep up the good work, at least youre giving out tips that worth something, not same old chewed out stories everyone can write.

shawnjroberts

I’m trying, I appreciate your comment.

Ismael Salsgiver

Excellent Article!!!!!!!!

shawnjroberts

Thank you, I appreciate it!

Shawn