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Oklahoma Cooperative Extension ServiceT4155Wills and Trusts Eileen St. Pierre, Ph.D., CFA, CFP Assistant Professor Personal Finance SpecialistEstate planning involves making important decisions for the

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How to fill out wills and trusts

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Step 1: Determine what assets you want to include in your will or trust.

02

Step 2: Choose an executor or trustee to handle the distribution of your assets.

03

Step 3: Decide who will be the beneficiaries of your will or trust.

04

Step 4: Consult with an attorney who specializes in wills and trusts to ensure your documents are properly drafted and legally binding.

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Step 7: Regularly review and update your will or trust as necessary.

Who needs wills and trusts?

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Anyone who wants to have control over how their assets are distributed after their death.

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Business owners who want to ensure a smooth transition of their business to the next generation.

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Individuals who want to appoint a guardian for their minor children in case of their untimely death.

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What is wills and trusts?

Wills and trusts are legal documents that outline how a person's assets and properties should be distributed after their death.

Who is required to file wills and trusts?

Individuals who want to ensure their assets are distributed according to their wishes are required to file wills and trusts.

How to fill out wills and trusts?

Wills and trusts can be filled out with the help of a lawyer or estate planner to ensure all legal requirements are met.

What is the purpose of wills and trusts?

The purpose of wills and trusts is to ensure that a person's assets are distributed according to their wishes and to avoid legal disputes among heirs.

What information must be reported on wills and trusts?

Wills and trusts must include details about the distribution of assets, appointed executors, and beneficiaries.

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