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Named as Executor
What an executor actually does: getting appointed, notifying creditors, paying debts and taxes, and where personal liability starts.
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Death of a Parent
A step-by-step guide to what happens after a parent dies: the documents to find, the certificates to order, and whether probate is even required.
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Loss of a Spouse
What a surviving spouse needs to do: death certificates, survivor benefits, whether probate is even required, and the tax election that expires.
Learn moreForms for Settling an Estate in Ohio
Free forms for settling an estate in Ohio: probate petition, small estate affidavit, creditor notice and closing forms. Prepare each form for Ohio.
Petition for Probate and Letters
In Ohio, the petition asks the Probate Court to appoint the personal representative, whose authority is proved by Letters of Authority; every appointment goes through the courtORC §§ 2107.18, 2113.05 (probate court admits the will and issues letters; no registrar/clerk track)Verified Sep 8, 2026View source.
Notice to Creditors
In Ohio, creditors have 6 monthsORC § 2117.06 (eff. 4-3-2023, SB 202, 134th GA)Verified Sep 8, 2026View source from the date of death to present claims.
Affidavit of Heirship
In Ohio, heirs put their identity on the land records with a recorded affidavit of facts affecting title that states who the heirs areR.C. 5301.252; R.C. 2106.18 and 4505.10 (BMV 3773); R.C. 2123.01Verified Sep 24, 2026View source; once recorded it is admissible as evidence of the facts stated.
Estate Inventory
In Ohio, the personal representative files the estate inventory within 90 daysR.C. §§ 2115.02, 2115.06, 2113.69Verified Sep 15, 2026View source of appointment.
Estate Closing
In Ohio, the personal representative is discharged by court orderR.C. §§ 2109.32(A), 2109.32(C)Verified Sep 15, 2026View source, and a final accounting is required.
IRS Form 1310
Claim 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.
Letter of Instruction
Prepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.
Affidavit of Death
In Ohio, a surviving joint owner records the “Affidavit on the death of a survivorship tenantR.C. 5302.17Verified Oct 26, 2026View source”; a transfer on death deed beneficiary records the “Affidavit of confirmationR.C. 5302.222(A)Verified Oct 26, 2026View source”.
Tools for Settling an Estate in Ohio
Free tools for settling an estate in Ohio: whether probate is needed, executor and trustee pay, creditor deadlines and taxes. Run each tool for Ohio.
How Much Can an Executor Charge?
Ohio sets executor compensation by statute — about $15,000 on a $500,000 estate, roughly 3.0%ORC § 2113.35Verified Sep 8, 2026View source.
Can I Self-File Probate?
In Ohio, informal probate is not availableORC §§ 2107.18, 2113.05 (probate court admits the will and issues letters; no registrar/clerk track)Verified Sep 8, 2026View source, so self-filing means a formal court petition rather than a registrar filing.
How Do I Get Letters Testamentary?
In Ohio, the Probate Court judge issues Letters of Authority once the Probate Court appoints the personal representative; every appointment goes through the courtORC §§ 2107.18, 2113.05 (probate court admits the will and issues letters; no registrar/clerk track)Verified Sep 8, 2026View source.
What Are the Creditor Claim Deadlines?
In Ohio, creditors have 6 monthsORC § 2117.06 (eff. 4-3-2023, SB 202, 134th GA)Verified Sep 8, 2026View source from the date of death to present claims; late claims are barred.
What Happens When an Estate Is Insolvent?
When an estate owes more than it holds, Ohio pays the claims in 10R.C. § 2117.25Verified Sep 23, 2026View source classes in statutory order, beginning with costs and expenses of administration.
How Do I Claim a Deceased Person's Unclaimed Property?
In Ohio, a deceased owner's unclaimed property is claimed from the Ohio Department of Commerce, Division of Unclaimed FundsO.R.C. Chapter 169 (Unclaimed Funds); O.R.C. 169.08(I) (escheat and the ten-year claim window)Verified Aug 24, 2026View source. Each claim form is customized: the Division emails it with a Claim ID when the claim is started online, listing the documents required for that specific claimClaiming On Behalf of a Deceased Person (Division of Unclaimed Funds)Verified Aug 24, 2026View source.
How Do I Open an Estate Account When Someone Dies?
Compare estate-account opening requirements bank by bank: channels, required documents, and steps.
Hire an Ohio Probate Attorney
Browse 111 probate firms in Ohio with addresses, contact info, and practice details.
Ohio Estate Settlement Resources
In-depth guides covering Ohio probate, estate administration, and settling an estate.
