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- 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.
- 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.
On a broader note, probate is just part of the “estate settlement” process people spend an average of over 500 hours and $15,000 on during the first 18 months after someone dies. That’s an enormous amount of time and responsibility, and having a step-by-step list you can just check off as you go along is a godsend.
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.
Aug 1, 2024 · Losing a loved one is never easy, and the emotional burden can be compounded by the legal complexities that follow, especially if your loved one died without a will. In Ohio, when someone passes away without a will, their estate is considered “intestate.” This means the distribution of their assets
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Feb 22, 2023 · Contact the three credit bureaus (Equifax, Experian and TransUnion) to notify them of the death. Social Security will eventually notify the agencies, but it can take several months. Review/cancel ...
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Northeast Ohio probate lawyer Michael McNamee shares the steps you should take after a loved one has passed away. Learn how to handle their final affairs. Call: 440-572-3420
