Record an affidavit to document heirs when a full probate isn’t practical. Coordinate title evidence, witness statements, and county-recording requirements so deeds and insurers will accept the chain of title. Clarify when an affidavit is appropriate versus summary administration or quiet title.
File a streamlined probate when eligibility fits. Publish notice, marshal assets, address creditor claims, and obtain a swift decree distributing property. Use summary administration to transfer real estate, vehicles, and accounts efficiently while staying compliant with Oklahoma timelines.
Open and manage a standard probate from petition to final decree. Obtain Letters, inventory and value assets, notice creditors, resolve claims, sell or distribute property, account to the court, and close the estate. Guide personal representatives step-by-step and keep the process moving.
Open ancillary proceedings in Oklahoma to transfer local real estate when the main probate is in another state. Align pleadings with the foreign court, handle publication and claims where required, and deliver recordable deeds and a clean title outcome.
Secure appointment as executor/administrator, post any required bond, and comply with fiduciary duties. File inventories and accountings, manage sales and distributions, and keep strict deadlines. Defend the PR against improper claims or pursue remedies for noncooperative heirs.
Publish and mail required notices, evaluate timely claims, and negotiate, allow, or disallow debts. Prioritize payments correctly in insolvent estates and seek court approval for compromises. Defend the estate from unsubstantiated or late claims.
Prepare personal-representative or distribution deeds, handle estate sales, and clear title defects that block closing. Coordinate with underwriters on affidavits, curative instruments, or—when needed—quiet title. Deliver recordable documents that pass title cleanly.
Confirm and process pay-on-death/transfer-on-death designations, beneficiary deeds, and joint tenancy survivorship. Resolve conflicts over competing forms, capacity, or undue influence. Align non-probate transfers with the overall estate plan and court requirements.
Guide trustees through notices to beneficiaries, asset marshaling, accounting, distributions, and tax coordination. Interpret trust language, resolve ambiguities, and document decisions. Defend the trustee’s actions or pursue remedies for breaches of duty.
Prosecute or defend will contests, trust disputes, and inheritance challenges. Litigate capacity, undue influence, execution defects, or ambiguous terms. Seek removal or surcharge of a fiduciary, compel accountings, or negotiate settlements that stabilize family relationships.
Establish legal heirs when documents are missing or unclear. Draft family settlement agreements to resolve allocation disputes without prolonged litigation. File supporting pleadings so the decree reflects the agreed distribution.
Prepare qualified disclaimers or elections that redirect inheritances to the next beneficiaries when appropriate. Coordinate with CPAs and advisors on timing, documentation, and downstream titling implications.
Move quickly when urgent action is needed (asset protection, access, or immediate decisions). Seek appointment of a special administrator, freeze accounts as appropriate, and stabilize the situation pending full administration.
Obtain certified copies of orders, decrees, and letters; update abstracts; and record instruments statewide. Package the record set under insurer-friendly standards so buyers, lenders, and county offices accept the paperwork without delay.
Defuse high-conflict matters through targeted mediation. Structure buyouts, distribution trades, and trust modifications that align economics with family dynamics, then memorialize them in enforceable orders.
