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Ohio Estate Planning Questions & Answers
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 Family Law, Estate Planning and Probate for Ohio on
Q: Is my husband able to collect his fathers personal affects?

My father in law passed away recently without a living will and my husband is next of kin, but his father was living with his niece at the time of death who will not contact us. We are trying to get his affairs in order and My husband was wondering if he was aloud to collect his fathers things from... View More

Todd B. Kotler
Todd B. Kotler
answered on Dec 13, 2023

Your husband will need to open an estate administration case in probate court to exercise his rights regarding his father's estate. His cousin (the father's niece) has a right to keep people out of her apartment. Thus the only way to force her to do anything will be to get an order... View More

1 Answer | Asked in Estate Planning and Real Estate Law for Ohio on
Q: Are we going to lose the house?

My great grandfather passed away over 10 years ago without a will. Assuming the next of kin would get the property my grandmother never did anything with the deed. She never put the house in her name or anything and has been staying there ever since. The property tax has been “exempt” because... View More

Todd B. Kotler
Todd B. Kotler
answered on Nov 15, 2023

Please get a hold of a real estate litigator in your town. It sounds like you need more advice than this forum can provide. Your question does not contain facts that are crucial to analyzing this issue. Has there been an action filed against the property owners? How was the property titled?... View More

1 Answer | Asked in Estate Planning for Ohio on
Q: Does the sudden and unexpected discovery of a full sibling impact any previously disbursed inheritances?

My father died in 1990 and my mother in 2014. She had a small estate ~ $100,000 which was shared equally among 4 siblings in 2020. Among my mother's possessions was found a "certificate of live birth" for a baby boy, with the father not named. I began an extended search soon after... View More

Andrew Popp
Andrew Popp
answered on Dec 16, 2024

So there are a lot of factors here to consider, and this is not legal advice specific to your situation. You would have to retain an attorney to get that. Generally speaking, when someone is adopted they no longer stand to inherit anything from their biological parents.

1 Answer | Asked in Estate Planning for Ohio on
Q: Can we (all parties agree) dissolve a revocable trust in Ohio after the deaths of our parents?

They formed the trust to protect their business from creditors. We the children are dividing everything equally but running into trust issues and high trust taxes.

Our father and mother put their iras and annuity in the trust too if that makes a difference.

Andrew Popp
Andrew Popp
answered on Nov 29, 2024

Not to give you the typical attorney answer, but it depends. While there are quite often ways to accomplish what you ask, nobody can say with certainty one way or another until he or she sits down and performs a more detailed analysis of the Trust as well as the surrounding facts and... View More

1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: How do you fill out the "CONFIDENTIAL DISCLOSURE OF PERSONAL IDENTIFIERS" form?

My father passed away several years ago and left some money in his bank account which I never claimed. I understand the rest of the forms for the Summary Release from Administration, but this one leaves me baffled. It's like it's supposed to refer to some other documents. If you have any... View More

Beverly A Stull
Beverly A Stull
answered on Nov 26, 2024

You are not permitted to disclose confidential information, like full account numbers, on the probate forms. So the courts provide that form to allow you to show full account numbers and match them to the truncated ones you put on the forms; that form will not be scanned and posted on the... View More

2 Answers | Asked in Estate Planning and Probate for Ohio on
Q: Should all siblings STILL split the money from parents house that died if one sibling bought it???

My Grandma died. There are 3 daughters left behind. Some money and the car was left to a great grand child. The rest was left to the daughters. The money got transferred right to them, but the house wasn't set up that way I guess so they had to do some things to be able to sell it. I'm... View More

Joseph Jaap
Joseph Jaap
answered on Nov 5, 2024

If your mother does not agree, she should use the Find a Lawyer tab to consult a local attorney who handles probate matters to review the circumstances of the house sale and advise your mother of her options. Many attorneys offer free consultations so she can find one to work with.

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1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: How can I get my dads car/ auto loan in my name if my father has no will or tod?

He doesn't have other assets besides the car and a home loan but his roommate is the sole owner of the home loan now. All I want is to payoff his car and get it in my name without taking on any other unknown debt or paying taxes? I can't afford anything but the car. Is there a easier way... View More

Joseph Jaap
Joseph Jaap
answered on Aug 28, 2024

The Probate Court requires all of the assets to be inventoried and properly distributed by the administrator of the estate. Use the Find a Lawyer tab to contact a local probate attorney. Many offer free consultations.

1 Answer | Asked in Estate Planning for Ohio on
Q: My brother just lost his fiance. Their house had a survivorship title. Can her siblings take the house?

Along with the house being worried about he is also worried about losing his vehicle that is in her name only. Can the siblings take vehicle also

Anthony M. Avery
PREMIUM
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answered on Jul 16, 2024

Brother needs to hire an OH attorney to search the title and determine ownership. The vehicle is probably the property of the next of kin, which does not include the Brother.

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: can you change revocable trust with a notarized letter?
Nicholas P. Weiss
Nicholas P. Weiss pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on May 22, 2024

The settlor of a revocable trust can change the trust even without a notarized letter. It just needs to be in writing and signed by the settlor, although notarization or witnessing is best practice.

1 Answer | Asked in Estate Planning, Antitrust, Arbitration / Mediation Law and Probate for Ohio on
Q: My father died and my stepmother has sent me a bogus will I believe there's no signature or no stamp mark.

Should the heirs of my father have received a copy of the will from some reputable attorney firm we live in Ohio Father lived in Pike county Alabama we're having trouble since we're states apart finding a attorney that can represent us in this matter.

Nicholas P. Weiss
Nicholas P. Weiss pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on May 17, 2024

Unfortunately an Ohio attorney is not going to be able to help you here. Because you father lived and died in Alabama, his will and estate will be probated there and be subject to Alabama law. Good luck in your search!

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 Divorce, Estate Planning and Family Law for Ohio on
Q: In the state of Ohio If me ex wife is remarried or if I filed bankruptcy on her, is she still entitled to the payment
Todd B. Kotler
Todd B. Kotler
answered on Mar 16, 2024

Without more context this question is impossible to accurately answer. If the payment is spousal support it depends on the wording of the decree. Generally, domestic relations support orders are not dischargeable in bankruptcy. The remarriage may be a termination of support, but only if... View More

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

Beverly A Stull
Beverly A Stull
answered on Mar 7, 2024

You only list those assets that are probate assets. Anything passed by a TOD or POD or a joint owner is not a probate asset.

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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.

1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: Does the wife need to file a will and/or ask for summary release from administration in Ohio for a very small estate?

My husband died three weeks ago, leaving a will with me as sole beneficiary and executor. Cremation is fully paid for, and there are no children, no previous marriages, his family are all deceased. My husband's house has already been transferred to me by a Transfer on Death affidavit, so no... View More

Beverly A Stull
Beverly A Stull
answered on Feb 4, 2024

ProSeniors is correct. From your description, the only asset you would have to probate is the $40 bank account and it would cost more to probate it than it is worth.

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