A diagram of the documents used in Oklahoma estate planning

From time to time on here, I talk about the basics of Oklahoma estate planning, such as in this podcast or this series on Oklahoma Estate Planning Myths as well as a few others. Today, my idea is to provide a visual representation of many of the documents you can expect to see when you working with a living trust. To do this, I created a diagram (it also functions as a checklist and guide in my office) of the key documents, with a brief description of each document. If you would like a larger and potentially higher quality image, you can click on the image and go to Flickr where it is hosted.

Generic Estate Planning Document Outline3

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."