Ohio Estate Planning Drafting Software
Ohio eliminated its estate tax in 2013. The state offers transfer on death designation affidavits (ORC 5302.22) and has comprehensive transfer on death registration for vehicles. Ohio's Trust Code provides modern trust administration framework.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- Release from administration is available for estates of $35,000 or less, or up to $100,000 when all assets pass to a surviving spouse under the conditions in Ohio Rev. Code § 2113.03.
- Property System
- Common Law
Practice Snapshot for Ohio Attorneys
Estate planning in Ohio is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Release from administration is available for estates of $35,000 or less, or up to $100,000 when all assets pass to a surviving spouse under the conditions in Ohio Rev. Code § 2113.03.
Local practitioners routinely navigate: No state estate or inheritance tax (eliminated 2013), Transfer on Death Designation Affidavit available (ORC 5302.22), Transfer on Death for vehicles, and Elective share for surviving spouse.
Common Ohio filings and forms include: Ohio Deeds, Ohio Durable Power of Attorney (Chapter 1337), Ohio Living Will Declaration, and Ohio Health Care Power of Attorney. Key Ohio statutory touchpoints include: Ohio Trust Code, Transfer on Death Designation Affidavit (ORC 5302.22), and Elective share provisions.
Key Considerations for Ohio Attorneys
- —No state estate or inheritance tax (eliminated 2013)
- —Transfer on Death Designation Affidavit available (ORC 5302.22)
- —Transfer on Death for vehicles
- —Elective share for surviving spouse
- —Release from administration at $35,000 generally, or up to $100,000 when all assets pass to a surviving spouse under statutory conditions (ORC 2113.03)
Ohio-Specific Documents
Drafting language and formatting drawn from Ohio statutory references and local recording practices, ready for attorney review and edit.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Ohio Deeds
- —Ohio Durable Power of Attorney (Chapter 1337)
- —Ohio Living Will Declaration
- —Ohio Health Care Power of Attorney
Ohio Estate Planning Laws
- —Ohio Trust Code
- —Transfer on Death Designation Affidavit (ORC 5302.22)
- —Elective share provisions
What Statular Offers Ohio Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview, plus secure client messaging for follow-up.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules