Estate & Trust Administration

Estate Administration is the process in which the administration of assets after an individual’s death is overseen by the Probate Court.

Estate Administration in Ohio includes the following steps:

  1. Filing the will with the Probate Court and asking to be named Executor. If there is no will, an individual (usually a family member) will have to file a petition with the Court to be named Administrator.
  2. Beneficiaries and Next of kin will have to be notified.
  3. A final tax return will have to be filed, and in some cases, debts will have to be paid.
  4. An inventory of all the assets in the Estate will have to be filed with the court.
  5. A Final Accounting will have to be presented to the court, and all beneficiaries of the estate will have to receive their inheritances.

Estate administration can be a complicated, sometimes confusing process. This process is often made more difficult because many family members are still grieving from their loss. At McCauley Law Offices, we can help you through probate and estate administration. We realize that this is a difficult time, and we will handle your legal matter with the attention and sensitivity it deserves.

Unlike Estate Administration, Trust Administration is not overseen by a court. Because of this fact, Trust Administration is usually a simpler process than Estate Administration; however, it should be noted that there are requirements placed on the Trustee by the Ohio Trust Code. If you are a Trustee of a trust and you feel that you need legal guidance, then call our office today.

We can help you through estate or trust administration.

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