Shawn J. Roberts, PC

Shawn J. Roberts, PC Talking about how I can help you find some peace through estate planning and taking care of other legal needs in Oklahoma.

What Are the Duties of a Trustee in Oklahoma? - Shawn J. Roberts
08/10/2026

What Are the Duties of a Trustee in Oklahoma? - Shawn J. Roberts

What Are the Duties of a Trustee in Oklahoma?Serving as a trustee involves much more than simply holding or distributing trust assets. A trustee is a fiduciary and is responsible for administering the trust for the benefit of the beneficiaries and in accordance with the terms of the trust. The Oklah...

What is an Oklahoma Buy-Sell Agreement? - Shawn J. Roberts
07/27/2026

What is an Oklahoma Buy-Sell Agreement? - Shawn J. Roberts

What is an Oklahoma Buy-Sell Agreement? You may have heard the term “buy-sell agreement” or maybe the term “Shareholders Agreement.” These terms essentially describe the same thing: An agreement between the people that own a business (either Oklahoma corporation or limited liability company)...

The Difference Between an Oklahoma Revocable and Irrevocable Trust - Shawn J. Roberts
07/26/2026

The Difference Between an Oklahoma Revocable and Irrevocable Trust - Shawn J. Roberts

The Difference Between an Oklahoma Revocable and Irrevocable Trust Trusts are powerful and important estate planning tools, but in my experience get held up on one big question: What’s the difference between a revocable trust and an irrevocable trust? Let’s break it down with everyday examples s...

Do You Really Need an Oklahoma Power of Attorney? 3 Real-World Examples - Shawn J. Roberts
07/22/2026

Do You Really Need an Oklahoma Power of Attorney? 3 Real-World Examples - Shawn J. Roberts

Do You Really Need an Oklahoma Power of Attorney? 3 Real-World Examples Many people assume that their spouse or children can automatically step in and handle their affairs if something happens to them. Unfortunately, that’s not how the law works. Without an Oklahoma power of attorney, your family ...

Oklahoma Estate Planning FAQs: What You Actually Need to Know - Shawn J. Roberts
07/21/2026

Oklahoma Estate Planning FAQs: What You Actually Need to Know - Shawn J. Roberts

Oklahoma Estate Planning FAQs: What You Actually Need to KnowOklahoma Estate planning is one of those things people intend to get to—until they don’t. And when there’s no plan, the State of Oklahoma steps in and makes the decisions for you. These are the questions I hear most often, along with...

Steps to take when someone dies in Oklahoma - Shawn J. Roberts
07/21/2026

Steps to take when someone dies in Oklahoma - Shawn J. Roberts

Steps to take when someone dies in Oklahoma The list below provides many of the steps you should consider taking after a friend or loved one dies in Oklahoma. This list is not intended to cover EVERY step but only many significant action items. For more specific guidance, you can hire me to help you...

What is Oklahoma probate property? - Shawn J. Roberts
07/20/2026

What is Oklahoma probate property? - Shawn J. Roberts

What is Oklahoma probate property? In 25 years of practicing law, I have seen general confusion about probate property and non-probate property. My goal in this Post is to make the distinction between Oklahoma probate and non-probate property clearer. And to add another [hopefully] helpful layer to....

What type of property should go into your Oklahoma revocable trust? - Shawn J. Roberts
07/20/2026

What type of property should go into your Oklahoma revocable trust? - Shawn J. Roberts

What type of property should go into your Oklahoma revocable trust?What Type of Property Should Go Into Your Oklahoma Revocable Trust? Short Answer: Most of your significant assets should either be in your trust or clearly coordinated with it. The Explanation: A revocable trust only works if it actu...

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6301 Waterford Boulevard, Ste 408
Oklahoma City, OK
73118

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