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The first weeks after losing someone involve time-sensitive tasks. Here's what to prioritize and what can wait.
If you've been named executor of an estate in Auglaize County, several tasks need attention right away. Before you contact the Probate Court about probate, focus on protecting assets and getting certified death certificates.
Death certificates are typically the first requirement—banks, insurance companies, and the Probate Court all require certified copies. You can often find ordering information through Auglaize County vital records, though many families order extra copies during the initial filing to avoid delays later.
Use this tool to figure out how many certified copies you need:
Track your progress through the probate process:
Once appointed as personal representative, Ohio law requires filing an inventory of estate assets with the Probate Court within 90 daysORC § 2115.02Verified May 5, 2026. The inventory includes identifying and valuing all property owned at the time of death—real estate, bank accounts, investments, vehicles, and personal belongings.
Start by securing the deceased's property—collect mail, lock up valuables, and document everything. Call Social Security at 1-800-772-1213 to report the death and stop benefit payments before overpayments create a debt the estate must repay.
Reach out to each financial institution to lock down accounts. Banks and credit card companies need to know about the death to prevent unauthorized access.
When you're ready to start the probate process, contact the Probate Court at 419-739-6778 to confirm what documents you'll need. You can file in person or by mail—families handling probate themselves don't need to use e-filing.
Life insurance proceeds pass directly to named beneficiaries—no probate required. File claims early, as these funds can help cover immediate estate expenses while the probate process is underway.
Many families handling estates through the Probate Court choose to hire an attorney, particularly when Judge Mark E. Spees must rule on complex asset valuations or resolve disputes among beneficiaries.
Expect attorney fees of 2%ORC § 2113.36 (reasonable compensation; no statutory percentage)Verified May 5, 2026 to 4%ORC § 2113.36 (reasonable compensation; no statutory percentage)Verified May 5, 2026 of estate value in Ohio. For simple estates without disputes, many Wapakoneta firms offer flat-fee alternatives.
If the estate is large enough to trigger tax filing requirements, involves unusual assets, or creates potential liability for the executor, professional guidance can prevent costly mistakes.
Data sourced from Ohio statutes and official state code. How we research.
Before anything court-related, handle three things: get the doctor or coroner to sign the death certificate, secure the home and any valuables, and locate the will. Only then does probate planning make sense.
Plan on 8–12 certified copies. Each financial institution, title company, insurer, and the Auglaize County probate court will ask for an original. Ordering too few is the most common delay families run into. Use the Ohio death certificate calculator for a personalized count.
Ohio does not set a strict filing deadline for opening probate, but delay has costs: the creditor claim period is 6 months, assets stay frozen until probate opens, and some banks refuse to act without letters. Most families file within 30–60 days.
Funeral homes typically report the death to Social Security. Bank and brokerage notifications are on the executor — accounts freeze on notification, so timing matters. The Ohio estate settlement checklist walks through the order.
Yes. A revocable living trust keeps the estate out of Auglaize County probate entirely — no filing, no hearings, no public record. Families who plan ahead settle in weeks instead of months. Create a revocable trust online before the next generation has to go through what you're handling now.
Auglaize County
201 Willipie St., Ste. 119
Wapakoneta, OH 45895
Phone:
419-739-6778Fax:
419-738-1061
Hours:
Monday - Friday, 8:00 AM - 4:30 PM
Each institution has a separate death claim process. Find yours below.
Get a complete guide for your specific circumstances.

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