Taxes! Taxes! Taxes!!
Often, almost always, there are tax implications and filing requirements in your estate. Here are the highlights. Please consult with your tax professional to assure you file all of the necessary returns.
Final Account and Petition to Distribute
You are ready to start towards closing the estate and distributing the assets. Let's talk about that task and what to keep in mind.
Inventory and Appraisement
The statutes require the Personal Representative to file an Inventory and Appraisement within 2 months of appointment. Here's what you need to know:
Dealing With Creditor Claims
You issued the Notice to Creditors correctly, and now a Claim has arrived. What do you do with it?
Notice to Creditors? What is That? When? Why?
You must give creditors and potential creditors Notice of where and when to file claims. Let's talk about when you must do that; how it is done, and who must receive notice.
EIN and Bank Account For the Estate
You will likely need a tax identification number and a bank account for the estate. Here is a brief guide to getting those in place
After the First Hearing
You have finished with the first hearing. Here are your next steps.
What Happens At First Hearing?
Let's talk about what you could expect at the first probate hearing
First trip to the Courthouse to open the case
We are going to talk about that first trip to the courthouse once you have your petition and other initial documents prepared.
Petitions for Estates With a Last Will and Testament
Some basic guidance for preparing a Petition for Probate of Will.
Estates Without a Will, initial Petition
The Petition is probably your first document, and here is some guidance to consider when preparing the Petition.
Introduction to Oklahoma Probate Guide
OklahomaProbateGuide.Com was built to save your family thousands of dollars as you go through the probate process in Oklahoma. This video is a short introduction to the service.