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2 Answers | Asked in Probate for Ohio on
Q: my mother-in-law passed away and we need her brother to sign saying we get her car. What form in Ohio will he need sign
Aaron Epling
Aaron Epling
answered on Nov 11, 2024

If you mother-in-law left a surviving spouse, then they can go to the title office and give it to whomever they want. If that is not the case, then you may need to file a release from administration at the probate court. A number of factors can influence this, so I can't go any further.... View More

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1 Answer | Asked in Probate for Ohio on
Q: i am a minor in medina county ohio and want to get a legal name change, how does it work? do i need a court date? etc

i’m in medina county ohio and want to know how as a minor i can change my name to align with my gender identity. will i have to go to court and talk to a judge, do i have to do a backrounf check, can passing that make it so i dont have to do a. court hearing? stuff like that

Aaron Epling
Aaron Epling
answered on Sep 30, 2024

Good question! Here's a link to the packet you would need to fill out in Medina County (for reference only) and it does contain some requirements. Looks like the parents must be notified at a minimum and may appear at the hearing to object. Good luck!... View More

1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: How can I verify my rights as successor beneficiary of trust if trustee won’t provide copy?

My grandmother died in July and her assets were in a trust. I believe that my father, who died three years ago, is a beneficiary of the trust and I would be a successor beneficiary and may be entitled to his share.

The problem is that, despite multiple requests, the trustee has not provided... View More

Aaron Epling
Aaron Epling
answered on Sep 30, 2024

Beneficiaries are entitled to a copy of the trust instrument, among other things, under Ohio law. If you are having a difficult time with the trustee, then you need to be proactive. This is a common story and the longer you wait the more likely you are to end up with nothing. I recommend getting an... View More

1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: My little sister born in Iowa and has her entire family in Iowa except a sister who lives in West Virginia.

My little sister moved to Ohio and got married and has been separated from her husband for over 5 years and now her husband is incarserated and has been for 8 years They have a son that is 16 She just recently was in a car wreck that took her life ..and now for next of kin with him in prison should... View More

Aaron Epling
Aaron Epling
answered on May 20, 2024

Those who paid for her funeral may get reimbursed if they submit a claim before the deadline. But, I'm not aware of an exception to inheritance for incarcerated persons. As such, he will likely be entitled to his share of her estate. The husband should name somebody as power of attorney to act... View More

2 Answers | Asked in Estate Planning and Real Estate Law for Ohio on
Q: Does a Trust have to be created in the state of residency or could it be in the state where you own real assests?

I have had 2 OH lawyers say that an OH lawyer has to create my Trust since I reside in OH, but I own several rental properties and a second home in TN. The TN lawyer said he absolutely can create my trust.

Does one state trump the other or is it a free for all?

Aaron Epling
Aaron Epling
answered on Apr 22, 2024

You can probably use an attorney in either state. I would defer to your state of residency, though, since other assets could end up in the trust. Further, you may want a will that addresses your trust and the TN lawyer cannot draft a will for an OH resident. Location of the successor trustee(s) and... View More

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2 Answers | Asked in Probate for Ohio on
Q: All liens and creditors are paid off.Can the estate be turned over to me immediately and the funds in my name?

My lawyer has control of my father’s estate. Ohio commerce has 120 day processing turnaround. This was supposed to be done in August 2023 when he first received it.

Aaron Epling
Aaron Epling
answered on Mar 27, 2024

You should ask the executor or administrator. If the attorney is acting as executor or administrator, then they have a duty to keep you informed. If you're dealing with unclaimed funds, then any delays could be justified.

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3 Answers | Asked in Probate for Ohio on
Q: I am listed as beneficiary on my father’s will. It by name excludes my sister. Should I be concerned about her contestin

The will excludes her by name. She says dad told her that she would be taken care of. She claims she is getting an attorney. He has passed away.

Aaron Epling
Aaron Epling
answered on Feb 14, 2024

Assuming your father is still alive, he could communicate with her his wishes and this would reduce the risk of litigation. He could also initiate ante-mortem probate to make sure the will gets admitted while he's alive. If she's getting an attorney, then you probably need to speak to one as well.

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2 Answers | Asked in Estate Planning and Probate for Ohio on
Q: If an executor is on a bank account does that make the money theirs or does that money get considered in the will?

The will states any money in the bank or deposits on hold shall be divided.

Aaron Epling
Aaron Epling
answered on Dec 18, 2023

"on the bank account" is a bit vague. If the person named as executor was a beneficiary or a joint owner of the account, then that money is theirs, it's not subject to probate or the will, and they don't have any obligation to share it. If the executor has a bank account titled... View More

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1 Answer | Asked in Probate for Ohio on
Q: I have to file an Application To Extend Administration (wife’s estate) because I forgot. I’m not sure which box to check

The estate is almost settled, the judge just said to turn in the form and avoid having to appear.

Aaron Epling
Aaron Epling
answered on Sep 26, 2024

If you're talking about the boxes under ENTRY on form 13.8, the judge can check those. The first box extending administration to 13 months is common, but it all depends on the reasons that you state above.

1 Answer | Asked in Elder Law and Probate for Ohio on
Q: My Uncle passed away in 12/2023. His house probated and was sold in May 2024 for cash. How long for disbursement?

The executor is an attorney. She has not been transparent or forthcoming with many, if any, details. It's been very difficult.

Aaron Epling
Aaron Epling
answered on Sep 19, 2024

This is a pretty common issue. A number of things can hold it up, but the executor is required to keep the beneficiaries informed. If the executor won't return your calls, then I would call the judge.

2 Answers | Asked in Estate Planning, Family Law and Elder Law for Ohio on
Q: How can I get power of attorney from an uncooperative parent?

He is showing signs of dementia. He has no money other than social security. My brother and I are trying to get power of attorney to handle his business but he is becoming suspicious of our motives. We need to get him help but he is refusing. We have no money to help him

Aaron Epling
Aaron Epling
answered on Jun 24, 2024

Talk to social security about becoming the representative payee. If SS is the only income, then you may not need the POA or guardianship to pay the bills as rep payee. If this doesn't work, then you may need a guardianship.

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1 Answer | Asked in Estate Planning for Ohio on
Q: Mom died in hospital after stay in a nursing home, which no one signed for. NH never filed a claim, 4 yrs+ suing benefic

As executor atty & probate judge said they didn’t file proper claim by year 2, now they are suing the beneficiary-after trying to sue me (executor) is this legal? My mom was NOT on Medicaid, she was covered by Medicare, which stopped halfway through her stay, even though her condition had... View More

Aaron Epling
Aaron Epling
answered on May 1, 2024

Ohio's Medicaid Estate Recovery program has authority to recover assets of the decedent to repay for the services they paid for.

1 Answer | Asked in Estate Planning and Family Law for Ohio on
Q: I am the beneficiary of a trust fund. The trustee claims I was only gifted net interest on the principal.

There is HEMS clause where he has authority to use the principal furthermore he stated that ultimately the principal goes to charity when it’s plainly written it goes to my daughter.

Aaron Epling
Aaron Epling
answered on Apr 22, 2024

You may want to engage an attorney to explain your rights under the trust instrument. The exact language used by the drafter is critical here.

1 Answer | Asked in Estate Planning for Ohio on
Q: Does dower rights come into play with a divorce and inheritance property in another state?

Spouse doesn't have access to inheritance property which is a rental in another state. Spouse doesn't have access to rental bank account. Spouse is not on the deed.

Does a Trust have to be created in the state where you reside?

Aaron Epling
Aaron Epling
answered on Apr 16, 2024

You need to speak to a divorce attorney to discuss your rights.

1 Answer | Asked in Probate for Ohio on
Q: Do you all handle any probate issues, next of kin is a 7 year old being fought by deceased half sister?

My fiancé of 7+ years and I have one son together it’s his only child he is only 7 we have lived together the majority of those years and everything we have was in his name he had a heart attack and passed away and now unfortunately my fiancés half sister wants to fight over property and... View More

Aaron Epling
Aaron Epling
answered on Apr 15, 2024

All his assets go to his child. You better find a way to get an attorney. His stepsister isn't entitled to anything here.

1 Answer | Asked in Estate Planning for Ohio on
Q: May I use a TOD affidavit to transfer a life estate to a current spouse on a solely owned property?

She is my 2nd wife. After her death, I would like the remainder interest to pass to my biological children, not hers.

Aaron Epling
Aaron Epling
answered on Mar 11, 2024

I believe that you may use a TOD affidavit to transfer a life estate to one person and the remainder to another person(s). See R.C. 5302.23(6).

2 Answers | Asked in Estate Planning and Probate for Ohio on
Q: My mom passed away recently. I was on her bank account as POD and listed as TOD on her home, which is now in my name.

I have since closed the bank account but now I am trying to buy her vehicle that she owed $8000 on before her death. When I file probate paperwork (I’m executor of the estate) to try and get the car, do I need to list all of her assets like the house and money that was in her account even though... View More

Aaron Epling
Aaron Epling
answered on Mar 7, 2024

This may qualify for a release (an expedited probate process). In Franklin County, the court provides legal services to the public to help people with these cases and I believe it doesn't cost you anything. Call them at 614-525-3891 or 614-525-3894.

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1 Answer | Asked in Probate for Ohio on
Q: Hello, My son recently passed away without a will and we need to start probate. What are the first steps?

He was not married but had a partner of 12 years. They have an 11 year old son. We are just not sure where to turn.

Aaron Epling
Aaron Epling
answered on Feb 23, 2024

The son will probably inherit any probate assets. You should probably talk to an attorney to make sure the interests of the son are secured and protected.

1 Answer | Asked in Probate for Ohio on
Q: Documents were falsified after my father died this year. I have since been cut out of all my father’s assets.

My step mom claimed she was my biological mother on court documents so that she would not have to share his assets with me. She then claimed he had no belongings so that she could avoid probate court entirely. What she did claim he had was only $4,000 worth. I would like to know if I have any... View More

Aaron Epling
Aaron Epling
answered on Feb 22, 2024

Fraud can be reported to the court. I recommend having an attorney. The cost/benefit analysis is always important here because it costs money and time to convince the court that a fraud occurred.

1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: Sister was removed as guardian d/t malfeasance. Can our family forgo guardianship and return to my power of attorney?

My sister was removed as guardian recently. I was the power of attorney before her guardianship. We have had many issues with the courts and feel it is too expensive and time consuming. Is it possible to re-enact the power of attorney document or should I apply for guardianship?

Aaron Epling
Aaron Epling
answered on Feb 21, 2024

If the POA is durable, then you may be able to terminate the guardianship due to there being a less restrictive alternative available. I recommend asking your attorney about this.

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