Ohio: Who Pays the Mortgage and Utilities While an Estate Is in Probate?
What to expect about mortgage payments and utilities during probate in Ohio Disclaimer: This article is educational only and is not legal advice. For decisions that affect your rights or money, consult a licensed Ohio probate attorney. Short, plain answer During probate in Ohio, the person appointed to manage the estate (the personal representative, also […]
Read article →Ohio — How to Decide Which Assets to List on a Small Estate Affidavit
Detailed Answer — How to decide which assets to list on an Ohio small estate affidavit Use an Ohio small estate affidavit only for assets that are actually owned by the decedent at death and that do not automatically pass to someone else by title, contract, or operation of law. The affidavit’s purpose is to […]
Read article →How to Find a Missing Parent as Next-of-Kin During Probate in Ohio
How to Find a Missing Parent as Next-of-Kin During Probate in Ohio Disclaimer This is general information only and not legal advice. I am not a lawyer. Laws change and every situation is different. Consult an Ohio probate attorney or your local probate court for advice about your situation. Detailed answer — Finding a missing […]
Read article →Ohio — Right-of-Survivorship Assets and Probate Inventory: What You Need to Know
Short answer In Ohio, assets that pass automatically to a surviving owner by right of survivorship (for example, a joint bank account or real estate held as joint tenants with right of survivorship) generally are not part of the decedent’s probate estate and therefore are not included as estate property on the probate inventory. However, […]
Read article →Ohio: How to Confirm a Bank Account Meets the Small Estate ($) Limit
How to Confirm Whether a Bank Account Qualifies for Ohio’s Small Estate Process This FAQ-style guide explains how to determine whether a decedent’s bank account falls under Ohio’s small estate threshold so you can consider using the small estate (affidavit) process. It outlines practical steps, what to include in your valuation, who to contact, and […]
Read article →Using Ohio small‑estate affidavits to collect a deceased parent’s bank account
Can I use a small‑estate affidavit in Ohio to claim a deceased parent’s bank account? This FAQ explains how Ohio law allows certain heirs to collect small amounts of a decedent’s personal property (including bank accounts) without formal probate administration. It uses a simple hypothetical to illustrate the typical steps, lists what documents you’ll need, […]
Read article →Ohio Guardianship: Do You Automatically Become Guardian of the Estate When Appointed Guardian of the Person?
Answer: Are guardianship of the person and guardianship of the estate the same in Ohio? Short answer: No — in Ohio the court treats guardianship of the person and guardianship of the estate (or property) as separate roles. Being appointed guardian of the person does not automatically make you guardian of the estate. The court […]
Read article →Ohio — When must an estate file federal tax returns if no distributions were made?
When an estate must file federal tax returns — clear guidance for Ohio executors and administrators This FAQ-style guide explains when an estate needs to file federal tax returns even if no cash or property distributions were made to beneficiaries. It covers federal income-tax filing (Form 1041), the decedent's final individual return, federal estate-tax filing […]
Read article →Transferring Brokerage Account Assets to an Estate Checking Account — Ohio
Disclaimer: This information is educational only and is not legal advice. For advice about a specific situation, consult a licensed Ohio attorney or the local probate court. Detailed answer — how to move a decedent's brokerage assets into the estate's checking account in Ohio When someone who owned a brokerage account dies, the person in […]
Read article →Ohio: How to Find Out Exactly Where the Sale Proceeds from My Dad’s House Will Go
How to find out exactly where the sale proceeds from a parent’s house will go Quick summary: To learn where sale proceeds from your dad’s house will go under Ohio law, you need to determine how title is held (joint tenancy, transfer-on-death deed, or solely in your dad’s name), whether the property is in probate, […]
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