Ohio estate administration is different from other states, and it can be a complex and time-consuming process. If you have lost a loved one who lived in Montgomery County, you may wonder what steps you need to take to settle their estate and honor their wishes. In...
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Handling estate administration in Ohio
If you hear the term, "intestate," it means that a person has passed away without a valid will. If the person had a will, it would have stated exactly how the person wished their property to be distributed to their heirs. If the person didn't have a valid will when...
What are my responsibilities as the administrator of an estate?
If you have been chosen to serve as an executor of an estate in Ohio, you will have a number of legal duties and responsibilities. Before beginning your responsibilities, you must be appointed by the court to serve as executor of the estate. If the decedent chose you...
What is estate administration?
If a person passes away with a will, they most likely have named an executor in their will to manage their estate following their death. However, if the person died without a will, you and others may petition the court to serve as administrator of the estate. The...
What do I do if I’ve been named an executor?
You and your family member knew each other for years. Perhaps, this family member was a parent, or maybe the family member was just a close friend. Either way, this person trusted you to be their executor after they died, and that unfortunate even has occurred. Now...
Can beneficiaries have the executor of an estate removed?
In probate law, the role of the executor is of paramount importance. They hold a lot of responsibility for ensuring a will is probated properly and in a timely manner. But there are times when a beneficiary may believe the executor is not properly doing their job. In...
What are the options if an attorney-in-fact misuses funds?
Generally speaking, it is a good idea for an Ohio resident to use a power of an attorney to appoint what is called an attorney-in-fact. Basically, the attorney-in-fact, or agent, has broad power to handle the person’s, called a principal’s, finances and business...
Common reasons people challenge wills in probate
One of the most basic and at the same time most important documents of an estate plan in Ohio is a will. This document states people’s wishes for who will receive their property when they pass away, but the will still needs to go through the probate process to...
Are trusts immune from litigation and disputes?
There is a lot of talk about the importance of avoiding probate by creating a trust. Whether to prepare a will, which involve probating an estate in Ohio’s courts, or a trust, which would get administered outside of court, is a choice that will depend on an...
A guardianship over a loved one may be necessary
Ohio allows several estate planning devices so that people can prepare for a possible disability. Residents of the Dayton area may, for instance, use a durable power of attorney to appoint a loved one or other trusted person to make important financial decisions...