Central Ohio-Columbus-Dublin Probate & Estate Planning Attorney
Death. After an individual’s death, the deceased person’s surviving spouse or other family members are faced with the task of “settling” the deceased person’s affairs. Whether the death was expected or was unexpected and regardless of the circumstances of the death, this can be a very difficult time for the survivors, who are grieving their loss and also may be experiencing other related emotions such as anxiety, fear, depression, to name a few.
Client Testimonials. See the client testimonials on this website. Each person who has called the office after the death of a spouse, other family member or friend, has had many of the same emotions and in some important ways, faced many of the same challenges, issues, concerns, and yes, fears that you may also be facing. Nancy L. Sponseller has been practicing probate and estate administration law since becoming a member of the Ohio Bar, and she is highly skilled, trained and experienced. Contact us so we may discuss with you how we proceed in these matter and how we work with you.
What is it? Probate administration is a court-based legal process that occurs after death, and involves “probate assets,” but the overall estate administration can also include assets that the decedent owned but which are not “in” probate. It is a process that assures the survivors that the assets owned by the deceased person are listed (“inventoried”), debts paid, and the remaining assets distributed as required.
What can be involved? The process may involve some or all of the following considerations:
- Determining What Is “In Probate” And Subject To Estate Administration
- Admitting Will to Probate
- Notifying Heirs and Beneficiaries
- Determining and Locating the Heirs
- Obtaining Letters of Authority for the Executor or Administrator
- Bond (when required)
- Duties of Executor/Administrator
- Time Frame for Probate Estate Administration
- Valuation/Appraisal of Probate Assets
- Assets Passing Outside of Probate Administration
- Estate Taxes
- Inherited IRAs
- Retirement Accounts
- Fiduciary Income Tax Returns
- Decedent’s Final Income Tax Return
- Income With Respect to a Decedent
- Decedent’s Debts
- Creditor’s Claim
- Insolvent Estates
- Mortgage on Decedent’s Real Estate
- Out of State Real Property
- Ancillary Administration
- Rights of Surviving Spouse
- Probate Administration With a Will
- Probate Administration Without a Will
- Unusual Assets—e.g., rare coins or antiques, art
- Charitable beneficiaries
- Short Form Release from Administration
- Validity and Application of Ante-nuptial/Prenuptial/Premarital Agreement
Getting It Done For You. We navigate through the probate court process for you, working with you, to prepare everything that is necessary and making sure that everything needed for you is done so that when the process is ended, everything required to be done has been done, the assets are properly distributed, and you have the peace of knowing this and knowing that this process was done efficiently and effectively.
Planning your estate is a highly personal matter, Depending on your circumstances, this process can be simple or it can be highly complex. Your estate planning is tailored to your circumstances, your needs, and your goals.
Client Testimonials. See the client testimonials on this website. Each person who has called the office for estate planning services has had many of the same needs, issues, and concerns that you may also be facing. Nancy L. Sponseller has been providing Estate Planning since becoming a member of the Ohio Bar, and she is highly skilled, trained and experienced. Contact us so we may discuss with you how we proceed in these matter and how we work with you.
What Can Be Involved? Some of all of the following may be involved for your estate plan:
- Last Will and Testament
- Power of Attorney (Durable/Springing/Statutory)
- Trust (Living/Revocable/Irrevocable)
- Living Will
- Health Care Power of Attorney
- Transfer on Death Affidavit for Real Estate
- Agreement to Make a Will
- Blended Families
- Application of Ante-nuptial/Prenuptial/Premarital Agreement
- Guardianship Designations for Minor Child/Children
- Avoiding Probate
- Knowing What Assets Can Pass Outside of Probate and How This is Done
- Titling of Assets
- Beneficiary Designations
- Reviewing and Understanding Life Insurance Beneficiary Designations
- Declaration for Funeral Arrangements (Disposition of Bodily Remains)
- Anatomical Gifts/Organ Donor Registrations
Getting It Done For You. After an in-office conference and you have made your estate planning decisions, attorney Nancy L. Sponseller prepares what is necessary to accomplish your goals, both for yourself while you remain living and on your death, making sure that everything you need has been done for you. Contact us so we may discuss with you how we proceed in these matter and how we work with you.