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Ohio Estate Planning

Estate Planning helps individuals prepare for future needs and asset distribution. Our attorney-drafted templates are quick and easy to complete.

intro Estate Planning

What is Estate Planning?

Estate Planning involves creating documents to manage your assets and healthcare decisions. These templates are useful during life changes or end-of-life planning. Explore our subcategories for the templates you need.

Common Ohio Estate Planning documents

  • Last Will and Testament — outlines how your assets will be distributed after death.
  • Living Trust — manages your assets during life and after death, avoiding probate.
  • Power of Attorney — designates someone to make decisions on your behalf.
  • Living Will — specifies your healthcare preferences in case of incapacity.
  • Advance Directive — outlines your medical treatment preferences and end-of-life care.

Estate Planning forms by State

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Similar documents: key differences

  • Living Will vs. Healthcare Proxy — a Living Will states your medical wishes; a Healthcare Proxy appoints someone to make decisions.
  • Will vs. Trust — a Will distributes assets after death; a Trust manages assets during life and after.
  • Durable Power of Attorney vs. Springing Power of Attorney — Durable takes effect immediately; Springing takes effect only upon incapacity.
  • Advance Directive vs. Living Will — both address healthcare preferences, but Advance Directives can include broader instructions beyond end-of-life care.

  • Documents should be signed by individuals with capacity and in accordance with state requirements.

  • Many documents require notarization or witnesses to be valid.

  • Keep beneficiary designations consistent across documents to avoid confusion.

  • Update your estate plan after major life changes like marriage or the birth of a child.

  • Select trustworthy individuals for roles like executor or agent in a Power of Attorney.

  • Store original documents securely, ensuring they are easily accessible when needed.

  • Review and revise your estate plan periodically to reflect changes in your life circumstances.

How to get started

Start in minutes with these steps.

  • Find a template or package that fits your situation.
  • Review the description, preview, and signing requirements.
  • Get full access with a subscription.
  • Complete it in the online editor.
  • Export or send: download, email, USPS mail, notarize online, or send for e-signature.

Practical tip

It's helpful to discuss your estate plan with family members to avoid surprises.

FAQs

A Last Will and Testament specifies how your assets should be distributed after your death.

A Living Trust helps manage your assets during your lifetime and allows for seamless transfer after death.

Anyone who wants to ensure decisions can be made on their behalf if they become unable to do so.

Yes, you can update your estate plan whenever necessary, especially after significant life events.

An Advance Directive outlines your preferences for medical treatment if you're unable to communicate them.

Glossary

  • Will - A legal document stating how assets will be distributed after death.
  • Trust - A fiduciary relationship for managing assets on behalf of beneficiaries.
  • Power of Attorney - A document appointing someone to act on your behalf.
  • Living Trust - A trust established during a person’s lifetime for asset management.
  • Beneficiary - A person designated to receive assets from a will or trust.
  • Executor - An individual appointed to carry out the terms of a will.
  • Incapacity - The inability to make decisions due to health or mental conditions.
  • Healthcare Directive - A document stating your healthcare preferences in case of incapacity.
  • Assets - Property or items of value owned by an individual.
  • Estate - All assets owned by an individual at the time of their death.

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