How to Set Up a Will in Ohio: Planning for the Future
At Hilton Parker LLC, we know that planning for the future can feel overwhelming. Thinking about how to distribute your assets after you’re gone isn’t easy, but having a legally sound will in place provides peace of mind for you and your loved ones. Our experienced Ohio estate planning attorneys guide you every step of the way, making the process simple, stress-free, and tailored to your unique needs.
If you’re unsure where to start, this guide outlines the basics of creating a will in Ohio.
Why You Need a Will
A will does more than distribute your assets—it ensures your final wishes are honored and your loved ones are protected. With a valid will, you can:
- Control how your assets are distributed after your passing
- Appoint a trusted executor to handle your estate
- Name a guardian for minor children (guardian must be approved by the court)
- Minimize family disputes over inheritance
- Reduce probate delays and costs
Without a will, Ohio’s intestacy laws determine who inherits your assets, which may not align with your wishes. Take control of your estate planning today with Hilton Parker Law.
Step 1: Understanding Ohio’s Legal Requirements
For a will to be valid in Ohio, it must meet these legal requirements:
- The testator (person making the will) must be at least 18 years old
- The testator must be of sound mind and capable of making decisions
- The will must be in writing (typed or handwritten)
- The testator must sign the will
- At least two competent witnesses must watch the testator sign and then sign the will themselves (witnesses cannot be beneficiaries)
Ohio does not recognize digital or electronic wills, so you must physically sign your will.
Step 2: Making an Inventory of Your Assets
Before drafting your will, create a detailed list of your assets, including:
- Real estate (homes, rental properties, land)
- Bank accounts and cash assets
- Investments (stocks, bonds, retirement accounts)
- Vehicles (cars, boats, motorcycles)
- Valuables (jewelry, art, collectibles)
- Life insurance policies
- Business interests
An accurate inventory prevents oversights and ensures your assets are distributed as intended.
Step 3: Choosing an Executor
An executor manages your estate and carries out your will’s instructions. Their responsibilities include:
- Filing your will with the probate court
- Distributing assets to beneficiaries
- Paying outstanding debts and taxes
- Handling legal and financial matters related to your estate
Choose someone you trust who is responsible, organized, and willing to take on this role. If you’re unsure, Hilton Parker LLC can help guide you through your options.
Step 4: Naming Your Beneficiaries
Your beneficiaries are the individuals or organizations who will inherit your assets. Common beneficiaries include:
- Spouses, children, and family members
- Close friends or loved ones
- Charities or nonprofit organizations
If you have minor children, you should name a guardian to care for them. Without a designated guardian, a court will decide who assumes custody.
Step 5: Drafting Your Will
Once you’ve outlined your assets, chosen an executor, and named your beneficiaries, it’s time to draft your will.
Although Ohio law allows individuals to create wills on their own, mistakes can lead to legal challenges and probate delays. At Hilton Parker LLC, we eliminate uncertainty by drafting legally sound, customized wills that protect your family and honor your wishes. Whether you have a simple estate or complex assets, our attorneys ensure your will meets all legal requirements.
Step 6: Signing and Storing Your Will
To make your will legally binding, follow these steps:
- Sign your will in the presence of two witnesses who are not beneficiaries
- Have both witnesses sign the will
- Store your will in a secure but accessible location
- Inform your executor or trusted family members where to find it
Step 7: Keeping Your Will Updated
Life changes, and so should your will. Review and update your will if you:
- Get married or divorced
- Have children or grandchildren
- Buy or sell significant assets
- Experience a major life change
We recommend reviewing your will every few years to confirm it still reflects your wishes.
Why Choose Hilton Parker Law?
At Hilton Parker LLC, we believe estate planning should be:
- Simple and stress-free – We handle the legal details so you don’t have to.
- Tailored to your needs – No cookie-cutter solutions—just personalized planning.
- Affordable and transparent – Clear pricing with no hidden fees.
- Guided by experienced attorneys – Our team is here to answer your questions and provide professional legal support.
We walk you through the process, address your concerns, and draft a legally sound will so you can focus on what truly matters.
Ready to Secure Your Future? Let’s Talk.
Don’t wait to put a plan in place. Schedule a free consultation with Eliza Bauler-O’Grady at (614) 992-2277 today and create a will that protects your loved ones and gives you peace of mind.