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Revocable Living Trust for Ohio ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Ohio Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Ohio Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Ohio Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Ohio Healthcare Power of AttorneyName someone to make medical decisions if you can't.Ohio HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Ohio Financial Power of AttorneyName someone to manage your finances if you can't.Ohio Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.Ohio Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Ohio Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Ohio Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Ohio Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Ohio Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Ohio Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Ohio Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Ohio Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.Ohio Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
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I'm planning ahead
Ohio Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Ohio Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Ohio Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Ohio Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Ohio Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Ohio Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Ohio Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Ohio Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Ohio Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Ohio Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Ohio Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Ohio TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Ohio Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Ohio Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Ohio Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Ohio Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Ohio Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Ohio Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Ohio What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
I'm an executor
Ohio Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Ohio Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Ohio Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Ohio Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Ohio Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Ohio Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Ohio Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Ohio Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Ohio Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Ohio Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Ohio Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Ohio Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Ohio Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Ohio Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Ohio Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.
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Ohio Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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OverviewEstate Law
Forms
Revocable Living Trust for Ohio ResidentsOhio Last Will and TestamentOhio Codicil to a WillOhio Pour-Over WillOhio Healthcare Power of AttorneyOhio HIPAA ReleaseOhio Financial Power of AttorneyOhio Transfer on Death DeedLady Bird DeedOhio Vehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Ohio Petition for Probate and LettersOhio Notice to CreditorsOhio Renunciation of ExecutorOhio Living WillOhio Affidavit of HeirshipOhio Affidavit of DeathSmall Estate AffidavitOhio Estate InventoryOhio Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Ohio Estate Planning Cost CalculatorOhio Revocable Living Trust Cost CalculatorOhio Will Cost CalculatorOhio Life Insurance CalculatorOhio Beneficiary Designation CheckerOhio Name a Guardian GuideOhio Burial & Cremation Law GuideOhio Signing Requirements CheckerOhio Document Portability CheckerOhio Trust Need AssessmentOhio Avoid Probate GuideOhio TOD Deed AssessmentOhio Vehicle TOD AssessmentOhio Trust or Will Decision Tool
Someone I love died
Ohio Death Certificate CalculatorOhio Probate Decision ToolOhio Joint Tenancy Survivorship GuideOhio Estate Settlement PlanOhio What to Do When Someone Dies Checklist
I'm an executor
Ohio Probate Cost CalculatorOhio Executor Fee CalculatorOhio Self-File Probate AssessmentOhio Letters Testamentary GuideOhio Creditor Claims DeadlinesOhio Insolvent Estate CalculatorOhio Unclaimed Property Claim GuideOhio Personal Property Value Estimator
I'm a trustee
Ohio Trustee Compensation CalculatorOhio Trust Settlement Plan
I'm inheriting
Ohio Who Inherits CalculatorOhio Estate & Inheritance Tax CalculatorOhio Inheritance Tax GuideOhio Step-Up Basis CalculatorOhio Post-Death Tax Filing Guide
Ohio Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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Home→Financial Institutions→Ohio

Estate Planning and Financial Institutions in Ohio

The 39 regional and state-based institutions serving Ohio: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories781Banks261Brokerages85Credit Unions175Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

39 institutions serving Ohio

Northwest

Northwest logo

Bank serving the Northeast and Midwest

Northwest

OPERS

OPERS logo

State Pension System serving Ohio

OPERS

Park National Bank

Park National Bank logo

Bank serving the Southeast and Midwest

Park National Bank

Pekin Life

Pekin Life logo

Insurance Company serving the Midwest, Southeast, and more

Pekin Life

Peoples Bank (OH)

Peoples Bank (OH) logo

Bank serving the Southeast, Northeast, and more

Peoples Bank (OH)

Republic Bank

Republic Bank logo

Bank serving the Southeast and Midwest

Republic Bank

Republic Finance

Republic Finance logo

Personal Loan Lender serving the Southeast, Midwest, and more

Republic Finance

S&T Bank

S&T Bank logo

Bank serving Ohio and Pennsylvania

S&T Bank

Savant Wealth

Savant Wealth logo

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

Shelter Insurance

Shelter Insurance logo

Insurance Company serving the Midwest, Southeast, and more

Shelter Insurance

Stock Yards Bank

Stock Yards Bank logo

Bank serving Indiana, Kentucky and Ohio

Stock Yards Bank

STRS Ohio

STRS Ohio logo

State Pension System serving Ohio

STRS Ohio

Third Federal

Third Federal logo

Bank serving Ohio and Florida

Third Federal

Together CU

Together CU logo

Credit Union serving the Southeast, Midwest, and more

Together CU

Truist

Truist logo

Bank serving the Southeast, Northeast, and more

Truist

United Bank

United Bank logo

Bank serving the Southeast, Northeast, and more

United Bank

WesBanco

WesBanco logo

Bank serving the Southeast, Midwest, and more

WesBanco

Woodforest

Woodforest logo

Bank serving the Southeast, Midwest, and more

Woodforest

Wright-Patt CU

Wright-Patt CU logo

Credit Union serving Ohio

Wright-Patt CU

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