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Wills and Probate : Estate Planning


This section of the law library offers several resources that can help you arrange for your personal and financial affairs after your death. For general information on this topic, we recommend first viewing these articles from the Ohio State Bar Association on Wills and Probate.


Document related to Estate Planning are grouped below:

Legal Education

Document  Ask Questions When Pre-Paying for Funerals - Generally, a pre-need funeral contract refers to the purchase of funeral goods and services before they are needed.  
Document  Everything You Need to Ask and Know About Wills - This pamphlet gives the basic on what a will is, why you need one and how to put one together.  
Document  Impact Of Guardianship On Estate Planning - This article from the Ohio State Bar Association discusses how guardianships impact estate planning. 
Document  Introduction to Living Trusts - A living trust is a trust that is funded with assets and that can be amended and revoked by the person creating the trust.  
Document  Is a Living Trust Right For You? - This article from the Ohio State Bar Association is designed to help you determine if you should have a living trust. 
Document  Make Sure Your Assets Go To Intended Beneficiaries - This article from the Ohio State Bar Association is designed to help you ensure that your assests go to your intended beneficiaries. 
Document  Ohio's Guardianship System - This pamphlet explains what a guardian is and how to appoint someone as your guardian under Ohio law.  
Document  Preparing A Durable Financial Power of Attorney - This pamphlet explains how to assign someone to be your power of attorney for financial, personal, business, and real estate matters. 
Document  Transfer-On-Death Deed Avoids Probate - An Ohio law allows individuals of modest means, who do not need the tax benefits of a trust, to avoid probate on their real estate by creating a Transfer-On-Death (TOD) Deed.  
Document  Understanding Gift and Estate Taxes - This article from the Ohio State Bar Association provides a general overview of gift and estate taxes. 

Self-Help Forms
Document  Advanced Directives Forms - This Advance Directives Packet: Choices, Living Well at the End of Life, was prepared by the Ohio Hospice & Palliative Care Organization, Ohio State Medical Association, the Ohio Hospital Association and the Ohio Osteopathic Association. 
Document  Forms Needed for Advance Directives - This site provides links for a person to file advance directives in Ohio, living wills, and health care power of attorney. 
Document  Probate Forms - List of probate forms approved by the Ohio Supreme Court. Read all instructions for use in individual courts. 
Document  Self-Guided Interview to Prepare Ohio Advance Directives - Use this tool to prepare valid advance directives forms in Ohio. This Advance Directives Packet: Choices, Living Well at the End of Life, was prepared by the Ohio Hospice & Palliative Care Organization, Ohio State Medical Association, the Ohio Hospital Association and the Ohio Osteopathic Association.  

Other Resources
Document  Five Reasons To Plan Your Estate Now - We can all come up with reasons to procrastinate and avoid doing what we should. However, there are many reasons not to procrastinate when it comes to estate planning. 
Document  Planned Lifetime Assistance Network (PLAN) - The Planned Lifetime Assistance Network (PLAN) offers peace of mind by assisting in setting up a service plan (contracted services) which maintains continued care and supervision of the disabled person.  


Related Library Topics

Find additional information in these related topics within the Ohio Law Library:

 Guardianships
 Advance Directives
 Probate
 Wills & Other Related Information
 Courts and The Law


While the items in this library have been posted for their helpfulness on a specific topic, we make no guarantee concerning the accuracy, reliability, or currency of the information found in links to and documents of third parties. See our Legal Disclaimer.


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