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EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.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 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.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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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 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 Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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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EIN ApplicationOhio Petition for Probate and LettersOhio Notice to CreditorsOhio Renunciation of ExecutorOhio Affidavit of HeirshipSmall Estate AffidavitOhio Estate InventoryOhio Estate ClosingLetter of InstructionDigital Assets Recovery Letter
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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→Tools→Tools for Settling an Estate in Ohio

Tools for Settling an Estate in Ohio

For the executor, trustee, or heir after a death in Ohio: every settlement tool from the first week to the final distribution, each answered from Ohio statutes, court rules, and fee schedules.

AllPlanning aheadSettling an estate
All situations36I'm planning ahead21Someone I love died13I'm an executor14I'm a trustee7I'm inheriting6
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25 tools for Ohio

Do I Have to File Tax Returns for Someone Who Died?

Ohio requires a final state income tax return for the decedent alongside the federal Form 1040Ohio Rev. Code § 5747.02Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

Check Requirements

What Is the Estate's Personal Property Worth for Probate?

Estimate the fair market value of household items for probate and see how it affects fees.

Estimate Value

How Do I Settle an Estate?

Settling an estate 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; creditors have 6 monthsR.C. §§ 2117.06, 2117.07, 2117.12, 2117.25Verified Sep 15, 2026View source to present claims; a simple estate closes in 6 months to 9 months.

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How Do I Settle a Trust?

Settling a trust in Ohio happens outside court: the trustee acts under the state's Uniform Trust CodeORC § 5801.01 et seq.Verified Jul 15, 2026View source, notifies the beneficiaries within 60 daysR.C. §§ 5808.13, 5810.05Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.

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What Do I Do When Someone Dies?

After a death in Ohio, the estate either qualifies for the simplified procedure for estates under $35,000codes.ohio.gov: ORC § 2113.03Verified Sep 8, 2026View source or goes through probate, where creditors have 6 monthsORC § 2117.06 (eff. 4-3-2023, SB 202, 134th GA)Verified Sep 8, 2026View source to file claims after notice.

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Forms

  • EIN Application
  • Petition for Probate and Letters
  • Notice to Creditors
  • Renunciation of Executor
  • Affidavit of Heirship
  • Small Estate Affidavit
  • Estate Inventory
  • Estate Closing
  • Letter of Instruction
  • Digital Assets Recovery Letter
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