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Oklahoma Last Will and Testament Template

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The Oklahoma Last Will and Testament is a legal document that is  created by a testator that provides the information that the testator would like to make available for their representative to relate their beneficiaries upon their death. The testator will provide information listing how they would like their real property, fiduciary or personal property, trusts or other property, to be distributed to spouse, children, friends or even charities and educational institutions. This document must be witnessed and signed by two witnesses and must also be witnessed by a state notary. The form many be changed or revoked at the decision of the testator

Definition – § 30-2209(53)

LawsChapter 30 (Decedent’s Estate; Protection of Persons and Property)

Signing (84 OK Stat § 84-55) – Signed by the Testator and by Two (2) attesting Witnesses in the presence of the Testator.

How to Write

Step 1 – To establish the testator of the document, simply place their full name at the top of the document – to be be followed by:

  • Testator’s name
  • City of residence
  • County
  • Testator review of the remainder of the paragraph
  • Testator review regarding “Expenses and Taxes”

Step 2 – Executor Appointment –

  • Enter the name of the first selected representative
  • City and county
  • State

Alternate Representative – A second Executor (representative) could be needed if for any reason the initial representative is found to be unable to execute the estate 

  • Enter the name of the Alternate
  • City and county of representative
  • Representative’s State

Step 3 – List Disposition of Property that will be Provided Beneficiaries:

Beneficiaries  – Enter the following information:

  • The beneficiary’s  full name
  • Current Address
  • Beneficiary’s relation to testator (spouse, child, friend etc)
  • The last four digits of each named beneficary SSN
  • List all property being bequeathed to the beneficiaries

The Testator may read the remaining information in order to further educate themselves regarding how property would be distributed should a beneficiary predecease the testator

Step 4 – Titled sections should be reviewed carefully by the testator as they continue to create their document:

  • Omission
  • Bond
  • Discretionary Powers of Personal Representative
  • Contesting Beneficiary
  • Guardian Ad Litem  Not Required
  • Gender
  • Assignment
  • Governing Law
  • Binding Arrangement

Step 5 – Witness Signatures – Anyone providing signature, must be present at the time of the signing. The following information is required:

  • The name of the testator
  • The testator’s signature – dd/mm/yyyy format
  • Testator must enter signature
  • Print the name of the testator

Witnesses – All witnesses review the brief statement –

  • Signatures must be dated  in dd/mm/yyyy format
  • Provide the name of the testator

Witness 1 – 

  • Signature of
  • Witness address

Witness 2 –

  •  Signature of
  • Witness Address

Step 6 – Testament Affidavit – All signing parties should first read the affidavit. Enter the following:

  • The State
  • The County
  • Name of Testator
  • Name – Witness 1
  • Name – Witness 2
  • ENTER –
  • Signature of testator
  • Signature 1st witness
  • Signature  2nd witness

Step 7 – Notary Public – shall witness all eligible signatures and complete the form affixing their state seal

 


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