Detailed Answer
Before your passing, gather key documents and information to streamline probate under Ohio law. Probate in Ohio falls under the Ohio Revised Code Chapter 2107 (Appointment of Fiduciaries and Administration of Estates). Organizing these items ahead of time reduces delays and expenses.
1. Estate Planning Documents
- Original will and any codicils
- Trust agreements, if applicable
- Powers of attorney (financial and healthcare)
2. Personal Information
- Full legal name, Social Security number, date of birth
- Marital status and spouse’s information
- List of children and beneficiaries with contact details
3. Asset Documentation
- Deeds and titles for real estate
- Vehicle titles
- Bank and brokerage account statements
- Retirement accounts and pension statements
- Life insurance policies (with policy numbers and insurer contacts)
- Safe deposit box information and key location
- Business ownership documents (operating agreements, stock certificates)
4. Debts and Liabilities
- Mortgage, loan, and credit card statements
- Outstanding medical bills
5. Digital Assets
- List of online accounts, usernames, passwords
- Instructions for digital file access and storage location
Under Ohio law, the personal representative must file an inventory within three months of appointment (ORC 2107.27). Having accurate records speeds this process.
Helpful Hints
- Store originals in a fireproof home safe or safe deposit box.
- Provide copies to your appointed personal representative or attorney.
- Update documents after major life changes (marriage, divorce, birth of a child).
- Review beneficiary designations on retirement and insurance every two years.
- Keep an annual checklist to ensure all information stays current.
Disclaimer: This information is not legal advice. Consult an attorney licensed in Ohio to discuss your specific needs.