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The biggest estate planning mistake is not having the essential building blocks in place. Once in place, these can be built upon. Learn what everybody’s estate plan should have right now.

Will

Power of Attorney

Medical Power of Attorney

Advanced Healthcare Directive

Program through “Soldiers’ Angles”

We are doing our part to meet this year our goal is to collect and distribute 13,000 stockings to our deployed service members and veteran patients in VA Medical Centers!

Bring items, stockings or both.

Drop off items to go into stockings to be sent to soldiers for Christmas. We’ll be collecting items on November 9 & 10th. (We’ll accept items early).

Items to bring:

Besides a card and/or letter in each stocking, stockings should also include any combination of the following:

Slim Jims or Beef Jerky

Packages of Holiday nuts

Single serving drink mix packets (i.e. Crystal Light)

Playing cards Puzzle book (Crosswords, Sudoku, Word Find)

Holiday themed writing pens or pencil Holiday

candy (in sealed wrapping or small unopened bags)

Candy Canes

Peanut Brittle Socks

Travel sized games Card games (Uno, Phase 10)

Stress balls (holiday themed preferred)

Gloves (preferably black; winter; one size fits all)

Single serving cookie packages

Apple cider packets

Hot chocolate

Small notepads

Lip balm (wrapping and scent)

Caps (warm winter)

Other holiday themed items

Please AVOID putting the following items in the stockings:

NO GLASS (containers, ornaments, etc)

NO SHARP OBJECTS (safety pins, razors)

NO PRODUCTS CONTAINING ALCOHOL (some mouthwash, hand sanitizer, some colognes)

NO AEROSOLS

A parent or spouse died but owned land or oil & gas mineral rights in Oklahoma:

Has one of these happened to you?

  • An investor wants to buy minerals owned by a family member who has died.
  • An oil company wants to lease minerals that were in your mother or father’s name.
  • Your relative was receiving royalty payments but won’t pay you until there is a probate.

These are calls we receive each week.  Fortunately, Oklahoma has a several stream-lined ways to handle these issues.  Here are a couple of ways to address the situation:

Summary Administration:

A Summary Administration is slightly different from an Ancillary Probate.  It is available in three situations

  • The person has been dead more than five years;
  • The total value of the estate (property owned by the decedent) is $200,000 or less; or
  • The person was not an Oklahoma resident & there was not a probate anywhere else.

Generally, the process involves filing a petition (if there was a Will enclosing a copy), sending notice to all heirs and creditors.  An Administrator, usually a family, member is appointed.  If there are no issues or claims the process can usually be concluded within 90 days.  At that point the property will be transferred or distributed to the family members according to the Will or if there is no Will by Oklahoma’s intestacy statutes.

Ancillary Probate:

This procedure is relatively quick.  This process is used if the deceased person has had a probate in a state other than Oklahoma.  For example, if there was a probate in California, that court would not have the power to transfer or re-title property in Oklahoma.  The process involves filing copies of those pleading in Oklahoma, providing notice to all heirs, creditors and persons named in the will.  If there is no objection the matter can often be concluded within two months.

What does an Ancillary Probate cost?

Affidavit of Heirship

Occasionally, an Affidavit of Heirship will be sufficient for a company to sign a lease with you or to release payments.  However, this will not vest you with ownership of the property for up to ten years.  If there are multiple individuals entitled to inherit or creditors claims this may not be the best approach.

 

Probate services available in the following Oklahoma Counties:

Adair

Alfalfa

Atoka

Beaver

Beckham

Blaine

Bryan

Caddo

Canadian

Carter

Cherokee

Choctaw

Cimarron

Cleveland

Coal

Comanche

Cotton

Craig

Creek

Custer

Delaware

Dewey

Ellis

Garfield

Garvin

Grady

Grant

Greer

Harmon

Harper

Haskell

Hughes

Jackson

Jefferson

Johnston

Kay

Kingfisher

Kiowa

Latimer

Le Flore

Lincoln

Logan

Major

Marshall

Mayes

McClain

McCurtain

McIntosh

Murray

Muskogee

Noble

Nowata

Okfuskee

Oklahoma

Okmulgee

Osage

Ottawa

Pawnee

Payne

Pittsburg

Pontotoc

Pottawatomie

Pushmataha

Roger Mills

Rogers

Seminole

Sequoyah

Stephens

Texas

Tillman

Tulsa

Wagoner

Washington

Washita

Woods

Woodward

 

 

 

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