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  1. cmrs-law.com › cmrs-law-hyde-park › ohio-probateOhio Probate: Eight Things to Do When Your Loved One Dies in Ohio

    • Locate the decedent’s Last Will and Testament. If you are unsure whether there is a Will, contact a local attorney to assist in the process of locating the Will or other estate planning documents (including a Trust).
    • Find a local attorney who is familiar with Probate and Estate administration. For more information on the Probate process, follow this link which summarizes what to expect in Probate.
    • Secure the decedent’s assets. You will want to have a complete understanding of what property the decedent owned at the time of death, including real property, vehicles, and account information.
    • Review real property records. In some cases, it is possible to locate information related to the transfer of real estate on the local county recorder’s website.

  2. www.aarp.org › when-loved-one-dies-checklistChecklist for What to Do After Someone Dies - AARP

    • Secure certified copies of death certificates. Get 10 copies. You're going to need death certificates to close bank and brokerage accounts, to file insurance claims and to register the death with government agencies, among other things.
    • Find the will and the executor. Your loved one's survivors need to know where any money, property or belongings will go. Ideally, you talked with your relative before she passed and she told you where she kept her will.
    • Meet with a trusts and estates attorney. While you don't need an attorney to settle an estate, having one makes things easier. If the estate is worth more than $50,000, Harbison suggests that you hire a lawyer to help navigate the process and distribute assets.
    • Contact a CPA. If your loved one had a CPA, contact her; if not, hire one. The estate may have to file a tax return, and a final tax return will need to be filed on the deceased's behalf.

  3. slaterzurz.com › a-step-by-step-guide-to-theA Step-by-Step Guide to the Probate Process in The State of Ohio

    Suppose a loved one recently died, and you have questions about probate or need to ensure your best interests are protected throughout the process. In that case, we encourage you to contact our office to set up a FREE consultation. (888) 534-4850. The Probate Process in Ohio. Typically, there are six steps to probate. In most cases, the ...

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  4. hospicegiving.org › wp-content › uploadsWHEN SOMEONE DIES: TIMELINE AND CHECKLIST OF TASKS

    financial changes and decisions be delayed for 6-12 months following the death of a loved one. It’s . understood that during highly emotional times if can be difficult to make good financial decisions. Consulting with professionals early on in the process can help minimize decisions that have unintended financial . consequences.

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  5. www.bereavementadvice.org › topics › what-to-do-whenWho is Responsible for What after Someone Dies?

    • Who Is Responsible For What After Someone Dies?
    • What Are The Official Names of People in Charge?
    • What If I'm Not Officially An Executor Or Next of Kin?

    One of the main concerns following the death of a loved one is not necessarily what the next steps are, but who needs to take care of them. If there is a Will, then this will name one or more Executors, who will be the person (or people) responsible for handling the next steps. If there's no Will, but there's a spouse or an only child, then usually...

    See full list on bereavementadvice.org

    There can be several names or official titles for people who are taking care of the deceased's estate. Some of these may be more familiar than others. Two of the most common are the Executor and the Next of Kin, those not so familiar may be the Personal Representative, the Informant or the Administrator. This is what each of these roles entails.

    See full list on bereavementadvice.org

    If you are not the person officially entitled to deal with the estate, but you want to help and support the person who is, there are some things which you can do. As long as you keep in mind that you're still acting on behalf of the estate and the beneficiaries, you can provide useful assistance to them. For example, you may be able to contact some...

    See full list on bereavementadvice.org

  6. doucet.law › services › ohio-probateWhat To Do When Someone Dies - Doucet

    Trusted attorneys guide you through probate process and handle tasks involved in settling estate. Call Doucet Co., LPA at (888) 200-9824.

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  8. everloved.com › articles › end-of-life-affairsWhat To Do When Someone Dies: A Checklist | Ever Loved

    Apr 29, 2024 · Leverage your loved one’s mail, wallet and any online accounts you have access to in order to identify open credit card accounts. For each one, you’ll likely need to call customer service and then email or mail a copy of the death certificate. Use the after death checklist. Notify credit reporting agencies.