What to Do When Someone Dies in Union County, Ohio

Probate in Union County runs through the Probate Court: prove the will, settle the debts, and pass the house to the heirs. Here is how the local process works—and what each step actually costs.

When someone dies in Union County, settling their estate runs through the Probate Court. This page covers the court record, whether probate is required, what it costs, how to file, transferring property, and the local attorneys who handle probate here.

Probate Court Record

Probate Court

Union County

Address

215 W. Fifth St.Marysville, OH 43040

Fax

937-645-4124

Hours

Monday - Friday, 8:30 AM - 4:00 PM
Visit court website →
Paper filing availableE-filing required for attorneysSelf-filing allowed

Departments

  • Probate Clerk · B06937-645-3029 ext. 3405

Verified July 5, 2026 · Source

How Probate Works in Union County

Probate is the court-supervised process of settling someone's estate after they die — validating the will, paying debts and taxes, and transferring what's left to the heirs. In Union County, probate runs through the Probate Court at 215 W. Fifth St., Marysville. Union County runs probate e-filing through eservices.co.union.oh.us, its own system rather than a shared statewide portal.

The personal representative opens the case, gives notice to heirs and creditors, files an inventory of the estate's assets, settles outstanding debts and taxes, and then distributes the remainder under the will — or under Ohio intestacy law when there is no will.

Most Ohio estates take 9 months to 12 months to move through this process. The 6 monthsORC § 2117.06 (eff. 4-3-2023, SB 202, 134th GA)Verified Sep 8, 2026View source creditor claim window is the largest fixed piece of that timeline — a mandatory wait regardless of how simple the estate is.

What Probate Costs in Union County

What probate costs in Union County, Ohio comes down to a handful of line items — the court filing fee, attorney and executor compensation, publication, and sometimes a bond — scaled by the estate's size and whether the will is contested. The case itself runs through the Probate Court at 215 W. Fifth St., Marysville.

Probate matters are handled through the Probate Clerk. Filing and payment go through these offices, not the main clerk window.

Local procedures at this court that affect cost: Local Rule 58.1 (Deposit and Costs Schedule, effective May 16, 2025): deposits are required upon the initial filing of any action or proceeding and are applied as filings occur; additional deposits may be required. Call the Probate Clerk at 937-645-3029 ext. 3405 for deposits not listed. These are county-specific and not posted on the statewide court site.

The Probate Court charges $200ORC § 2101.16 (as amended by HB 96, 136th GA, eff. 9/30/2025)Verified Sep 8, 2026View source to open a probate case. Additional filings during administration — inventory, accounting, the final petition — add to the total.

E-filing is mandatory for attorneys filing at the Probate Court (https://eservices.co.union.oh.us/eservices/home.page.2). Self-represented filers can request a paper-filing exemption.

Estimate the costs for this estate:

Attorney fees in Ohio are negotiated, typically 1.8%ORC § 2113.36 (reasonable compensation; no statutory percentage)Verified Sep 8, 2026View source to 2.8%ORC § 2113.36 (reasonable compensation; no statutory percentage)Verified Sep 8, 2026View source of estate value. Flat-fee arrangements are common for straightforward estates.

Executor compensation is also statutory in Ohio. Family executors who are also beneficiaries often waive the fee — executor pay is taxable income while inheritances are not.

A surety bond may be required unless the will waives it or all beneficiaries consent. Premiums run roughly 0.5%ORC §§ 2109.04, 2109.09Verified Sep 8, 2026View source of estate value annually.

Probate in Ohio typically runs 9 months to 12 months, and costs accrue throughout that period.

How to File Probate at the Probate Court

If you're handling probate yourself in Union County, Ohio, you can file at the Probate Court in person or by mail. E-filing is mandatory for attorneys but families filing without one are exempt and can use paper forms. It is one of 3 Ohio counties where probate e-filing is mandatory rather than optional.

Filings here are routed through the Probate Clerk. Confirm with the office which intake handles the petition type you're filing.

How to File Your Documents

Paper Filing Available

You can file your probate documents in person or by mail. While attorneys are required to e-file in Union County, families handling probate themselves are exempt and can file on paper.

E-Filing Also Available

If you prefer, you can file electronically through the state's online system. This is optional for families filing without an attorney.

View E-Filing Information

Paper Filing Required For

  • •Self-represented (pro se) filers may file conventionally in person

Can You File Without an Attorney?

Not every estate requires an attorney. Estate size, asset types, and whether beneficiaries agree determine if self-filing at the Probate Court is realistic.

For a full cost comparison and filing checklist, see the Union County Self-Filing Assessment.

What to Bring

To file at the Probate Court you need: the original will (or proof there isn't one), a certified death certificate, contact information for all heirs and beneficiaries, and a summary of what the estate owns and owes.

Transferring Property in Union County

Clearing title to real estate after a death, whether by a personal representative’s deed, an affidavit of survivorship, or a court order, happens at the County Recorder.

Deeds and other real property documents for Union County are recorded with the County Recorder at 233 W. Sixth St., Marysville, OH 43040. Phone: 937-645-3032. Hours: Monday - Friday, 7:30 AM - 4:00 PM.

The County Recorder charges $34 for the first 2 pages plus $8 for each page beyond 2.

Union County accepts electronic recording through ePN, Simplifile, CSC eRecording Solutions.

Recording Office Record

County Recorder

Union County

Address

233 W. Sixth St.Marysville, OH 43040

Hours

Monday - Friday, 7:30 AM - 4:00 PM

E-recording

Available via ePN, Simplifile, CSC eRecording SolutionsE-recording info →
Visit recorder website →

Recording fees

Base fee (first 2 pages)$34
Each page beyond 2$8
Transfer tax on a TOD deedExempt

ORC 317.32(A)(1); ORC 317.36(A)

Verified September 8, 2026 · Source

Probate Attorneys Serving Union County

Ohio uses formal, court-supervised probate, which makes an attorney worthwhile for most estates in Union County — the filing sequence, notice requirements, and accounting leave little room for error. Estates under the small-estate threshold are the usual exception.

Probate attorney fees in Ohio are based on reasonable compensation — typically 1.8%ORC § 2113.36 (reasonable compensation; no statutory percentage)Verified Sep 8, 2026View source to 2.8%ORC § 2113.36 (reasonable compensation; no statutory percentage)Verified Sep 8, 2026View source of the estate's value, billed hourly or as a flat fee. Ask a Union County firm to quote a structure up front.

A probate attorney files the petition with the Probate Court, publishes the required creditor notices, prepares the inventory and accounting, handles creditor claims and tax filings, and guides the final distribution. They represent the personal representative — not the beneficiaries — a distinction that matters if a dispute develops.

Solo PracticeColumbus, OH

Balch Law

Serves 4 counties

A boutique practice on Dublin Road between Grandview and Upper Arlington, serving Franklin County through the Franklin County Probate Court. Handles probate, estate, and trust administration for fiduciaries, including federal estate tax returns and portability elections. Jacintha Balch is an OSBA certified specialist in Estate Planning, Trust and Probate Law.

PracticesEstate PlanningTrust AdministrationProbateElder LawTax Planning

Office
1335 Dublin Road, Suite 203AColumbus, OH 43215

FirmColumbus, OH

Kessler & Ballenger Co., L.P.A.

Serves 4 counties

Serves Franklin and Delaware county families from the Rivers Edge office on Columbus’s northwest side, filing in the Franklin County Probate Court. The practice is limited to estate planning, probate, and estate taxation rather than general litigation. Russell Kessler is an OSBA certified specialist in Estate Planning, Trust and Probate Law. Free initial consultation.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningGuardianship

Office
7650 Rivers Edge Drive, Suite 220Columbus, OH 43235
Free consultation

FirmWesterville, OH

Metz, Bailey & McLoughlin, LLP

Serves 4 counties

Serves Franklin and Delaware county families from Schrock Road in Westerville, filing in the Franklin County Probate Court. Probate and estate administration is a named practice area alongside estate planning, business law, and real estate. William McLoughlin is an OSBA certified specialist in Estate Planning, Trust and Probate Law.

PracticesEstate PlanningTrust AdministrationProbateBusiness LawReal Estate

Office
33 East Schrock Road, Suite 1Westerville, OH 43081

FirmWorthington, OH

R. F. Meyer & Associates

Serves 7 counties

Serves Franklin, Delaware, and surrounding central Ohio counties from Worthington, filing in the Franklin County Probate Court. Handles probate and estate administration for executors and administrators alongside guardianship, Medicaid planning, and special needs trusts. Richard F. Meyer is an OSBA certified specialist in Estate Planning, Trust and Probate Law. Free 15-minute phone consultation.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more

Office
450 West Wilson Bridge Road, Suite 380Worthington, OH 43085
Free consultationVirtual consultations

FirmMarysville, OH

Schulze, Cox & Will

Since 1982

Serves Union County and central Ohio from Marysville, most active in Union, Delaware, Champaign, Madison, and Logan counties. Handles wills, trusts, powers of attorney, asset protection, and probate and trust administration, with added focus on farm and agribusiness estate planning and business succession. Established 1982.

PracticesEstate PlanningTrust AdministrationProbateAsset ProtectionBusiness Succession

Office
110 South Main StreetMarysville, OH 43040

FirmColumbus, OH

Carlile Patchen & Murphy LLP

Since 1967

Serves families across central Ohio from its Columbus office on Goodale Boulevard. The Family Wealth & Estate Planning group handles wills, trusts, and probate administration, and represents beneficiaries, creditors, and fiduciaries in contested estate matters. Founded 1967.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 2 more

Office
950 Goodale Boulevard, Suite 200Columbus, OH 43212
See all 25 firms serving Union County→

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to verify their current practice areas and availability.

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Legal Sources

Data sourced from Ohio statutes and official state code. How we research.