[OH] How can you avoid probate using beneficiary designations and transfer-on-death assets without a will?

OH Estate Planning

Richard

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Under Ohio law, you have already done essentially everything that can be done to avoid a full probate case.

While you've done a great job setting up your assets to avoid probate, having a will can still be beneficial. It allows you to specify any other wishes you might have, like personal items or guardianship decisions, and it can help clarify your intentions, reducing potential disputes. (OH Rev Code § 2107.011)

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Hello. Estate question. I'm currently 56 years old. I have an adult child who will be my beneficiary. I currently have her listed as a beneficiary on my bank accounts, retirement account, life insurance, and any other assets. I have a transfer on death filed for my car and home. Is there anything else I can do other than prepay my own funeral expenses to keep my daughter from going through probate when I die?

Lexi, Chatbot

I understand that you're looking to simplify the process for your daughter after your passing. Have you already created a will or trust to outline your wishes?

I do not have a will or trust. I'm also in Ohio.

Lexi, Chatbot

Are there any other assets or properties that you haven't mentioned yet that might need to be addressed?

No.

Lexi, Chatbot

Is there anything else the estate lawyer should know before I connect you? Rest assured they'll be able to help with your estate planning.

Not that I can think of.

Richard

Hello. My name is Richard and I have been a licensed attorney for over 25 years and hope to be of assistance. Please be advised that this website is for information purposes only and I cannot formally represent customers of this website or perform actual legal services on your behalf.

Richard

I understand you're looking to ensure your daughter avoids probate after your passing by having her as a beneficiary on your accounts and assets. Could you tell me more about any steps you've already taken regarding this matter?

I've already listed all the steps I've taken. Do I still need to have a will?

Richard

Under Ohio law, you have already done essentially everything that can be done to avoid a full probate case.

That's great news. Thank you!

Richard

I hope I was able to help resolve your issue! If you have any other questions, feel free to ask.

Richard

76,546 satisfied customers

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