Estate Planning

Wills, Trusts, Powers of Attorney, Beneficiary Designations, all are part of a comprehensive Estate Plan. A proper plan not only helps put your mind at ease, it  puts your loved ones mind at ease.



Probate is the traditional way property is transferred to family and heirs. The local court, after examining the Will, issues Letters of Authority. These Letters will allow you to gain access to your loved one's accounts. There are deadlines and filings that need to be made.

Going through the probate process can be a scary thought, my goal is to help you choose the proper probate process and make it as painless as possible.


Beneficiary Designations

These can be part of a comprehensive estate plan or added to an existing estate plan. These designations, made while you are alive, take that property out of the probate process and ownership is transferred immediately at death.


Powers of Attorney

What if something happens to you and you are unable to make decisions for yourself? Your bills will pile up, medical decisions will be delayed, or not even made. This is where a power of attorney can help. You can name someone you trust to handle these financial and medical decisions when you can't.


Estate Planning is for everyone

You may think that you don't need a will but with a will you get to choose who handles your estate. Without a will anyone can ask to administer your Estate, and in the State of Ohio the Court can require a security bond, adding cost and time to the process. A  proper Estate Plan can contain Powers of Attorney, Trusts and Beneficiary Designations.

Probate should not be scary

Prior planning makes Probate go smoother, but sometimes that does not happen. In the State of Ohio there are several Probate process, choosing the wrong one can add unneeded costs and headaches. I can guide you through the process as painlessly as possible.



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