Oklahoma Last Will and Testament Template

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An Oklahoma last will and testament is a legal document used for estate-planning purposes in which a testator (the person to whom the will belongs) sets forth into writing how they would like their property to be distributed among selected beneficiaries upon their death. A will allows the testator to record instructions regarding the after-death distribution of their real and property, life insurance policies, digital assets, fiduciary accounts, cash-on-hand, and much more. Through making a will, a testator will name beneficiaries of their estate; some of the common individuals considered beneficiaries include spouses, children, friends, and even charitable organizations. Will documents must be signed by the testator in the presence of two (2) or more competent witnesses in order to be legally binding in Oklahoma. Both witnesses must also provide their signatories on the document. Though optional, a will can be acknowledged by a state-authorized notary public to further protect its legality. This document may be changed or revoked at the decision of the testator.

Table of Contents

Laws

Definition – (§84-19.) – The term “will,” as used in this chapter, includes all codicils as well as wills.

Signing Requirements (84 OK Stat § 84-55) – Signed by the Testator and by two (2) attesting witnesses in the presence of each other.

StatutesTitle 84. Wills and Succession

(Video) How to Make a Will in Oklahoma

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 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 beneficiary SSN
  • List all property being bequeathed to the beneficiaries

The Testator may read the remaining information in order to further educate themselves regarding how the 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 the 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
  • The testator must enter the 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 (Optional) – Notary Public – shall witness all eligible signatures and complete the form affixing their state seal.

Related Forms

Advance Directive

Download: Adobe PDF

 

 

 


Durable (Financial) Power of Attorney

Download: Adobe PDF