Core Documents
- Last will and testament (properly signed and witnessed under Ohio law)
- Financial power of attorney
- Health care power of attorney
- Living will
Asset Designations to Coordinate
- Life insurance beneficiaries
- Retirement account beneficiaries
- Payable-on-death (POD) bank and credit union designations
- Transfer-on-death (TOD) real estate and vehicle designations, if used
- Business operating agreements and succession provisions, if you own a company
Life Events That Trigger a Review
- Marriage, divorce, or remarriage
- Birth or adoption of a child
- Death of a beneficiary, executor, or agent
- Move to Ohio or major change in property
- Starting, selling, or reorganizing a business
If Someone Has Already Died
- Locate the will, death certificate, deeds, and account statements
- Do not distribute assets based on family agreement alone
- See Probate and probate cost overview
Related pages: Estate Planning & Wills and Powers of Attorney vs. Living Wills.
Ready to put a coordinated plan in place? Contact the office.
General information only. Reading this does not create an attorney–client relationship.