Ohio Estate Planning Drafting Software
Ohio eliminated its estate tax in 2013. The state offers transfer on death deeds 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
- $35,000
- 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. Small estate procedures are available for estates up to $35,000.
Local practitioners routinely navigate: No state estate or inheritance tax (eliminated 2013), Transfer on Death Deed available, 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 Deed Act, and Elective share provisions.
Key Considerations for Ohio Attorneys
- —No state estate or inheritance tax (eliminated 2013)
- —Transfer on Death Deed available
- —Transfer on Death for vehicles
- —Elective share for surviving spouse
Ohio-Specific Documents
State-specific drafting language and formatting aligned with Ohio statutes and local recording practices.
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 Deed Act
- —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.
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.
Get Started
Join Ohio attorneys using Statular for estate planning document automation.
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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