From time to time on here, I talk about the basics of Oklahoma estate planning, such as in this podcast or this series on Oklahoma Estate Planning Myths as well as a few others. Today, my idea is to provide a visual representation of many of the documents you can expect to see when you working with a living trust. To do this, I created a diagram (it also functions as a checklist and guide in my office) of the key documents, with a brief description of each document. If you would like a larger and potentially higher quality image, you can click on the image and go to Flickr where it is hosted.
A diagram of the documents used in Oklahoma estate planning
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