Planning ahead
Estate planning
- Wills and living trusts
- Powers of attorney and health care directives
- Special needs and irrevocable trusts
- Flat-fee plans, explained before any work starts
Loveland estate planning and probate lawyers
Wills, trusts and probate from our Loveland office on W Loveland Ave. Meet in person, by phone or by Zoom, and talk with an attorney for free first.
- Free first consultation
- Flat-fee estate plans
- Offices in Loveland and Blue Ash
Where an estate is filed
Hamilton, Clermont or Warren County
Depends on the address, since Loveland spans all three
Our Loveland office
434 W Loveland Ave.
Loveland, OH 45140
How we meet
In person, phone or Zoom
First consultation is free
Visit us
Our Loveland office
434 W Loveland Ave.
Loveland, OH 45140
How we help Loveland families
Whether you are planning ahead or handling things after a loss, you work directly with an attorney who explains every step in plain language.
After a loss
Probate and trust administration
- Guidance for executors, start to finish
- Estates with or without a will
- Settling a trust after a loved one passes
- Will and estate disputes
One city, three counties
Loveland spans three counties
Loveland is in Hamilton, Clermont and Warren counties. Most residents live in the Hamilton County part, while City Hall sits in Clermont County.
Your address decides the court
An estate is opened in the county where the person lived, so a Loveland estate can go to Cincinnati, Batavia or Lebanon. We confirm the county before anything is filed.
Check your tax bill
Not sure which county you are in? The county auditor named on your property tax bill tells you.
Probate in Loveland
Ohio sets the steps: open the estate, file the inventory within three months of appointment, allow six months from the date of death for creditor claims, then distribute and close.
Smaller estates, $35,000 or less, or $100,000 or less when a surviving spouse inherits everything, may qualify for a shorter release from administration.
Sources: Ohio Revised Code 2115.02, 2117.06 and 2113.03.
Loveland estates can go to
- Hamilton County Probate Court
William Howard Taft Center, 230 East Ninth Street, Cincinnati, OH 45202 - Clermont County Probate Court
2379 Clermont Center Drive, Batavia, OH 45103 - Warren County Probate Court
900 Memorial Drive, Lebanon, OH 45036
We prepare and file the forms for you, and keep you updated on every court date.
Court guides: Hamilton County, Clermont County, Warren County
You meet with an attorney, every time
Every consultation is with one of our estate planning and probate attorneys, backed by a team that keeps you updated between meetings.
“Most families don’t need the most complicated plan. They need the right one, explained in plain English.”
Steve R. Wolterman
Founding Attorney
Wills, trusts and probate for Ohio families since founding the firm in 2008.
- Admitted to the Ohio bar in 2007
- J.D., University of Cincinnati College of Law
- B.S. Finance, Clemson University
- Certified Exchange Specialist (CES)
“Probate is a lot to handle after a loss. My job is to make sure you always know what happens next.”
Cassidy Carstens
Attorney
Focuses on probate administration for estates of all sizes, and on estate planning.
- With the firm since 2015, from secretary to attorney
- J.D., University of Cincinnati College of Law
- Admitted to the Ohio bar in 2023
- B.S. Health Sciences, University of Cincinnati
And the team behind them
Emily Ames
Office Manager
Scheduling, documents and updates between meetings.
Alex Brammer
Client Services Coordinator
Document signings and help getting everything finalized.
Henrietta Heywood
Client Care Coordinator
Answers your calls, schedules meetings and checks in with clients.
“From start to finish, he was incredibly knowledgeable, professional, and thorough, ensuring every detail was carefully considered.”
Loveland questions
Which county is my Loveland home in?
Look at your property tax bill: it comes from the auditor of the county your home is in. If you are not sure, we look it up for you at the consultation.
Which probate court handles an estate from Loveland?
Loveland sits in three counties: Hamilton, Clermont and Warren. The estate is opened in the probate court of the county where the person lived, so a Loveland estate can go to any of the three. We work with all three courts.
How much does an estate plan cost?
Our estate plans are a flat fee, and we go over your exact cost at the free consultation before any work starts.
Can my home avoid probate?
Yes. In Ohio, a home in one person's name alone usually goes through probate. A living trust, a survivorship deed or a transfer on death designation affidavit (Ohio Revised Code 5302.22) can let it pass without probate.
Can you help if probate is already open?
Yes. We can step in to help an executor finish an estate, catch up on court deadlines or answer a question from the court.
Communities we serve nearby
Families across Greater Cincinnati work with our Loveland and Blue Ash offices.
Talk with an attorney for free
Tell us what is going on and we will explain your options and the next step.