What to gather and what to expect when an estate is opened at the Warren County Probate Court in Lebanon, for families in Mason, Maineville, Warren County parts of Loveland and beyond.
We are a private law firm, not the court. Wolterman Law Office is not affiliated with the Warren County Probate Court. For official forms, hours and filings, visit warrencountyohio.gov.
Where
900 Memorial Drive
Lebanon, OH 45036
Phone
(513) 695-1180
Main line
Who files here
Anyone who lived in Warren County
Mason, Maineville, Lebanon and more
Watch, 44 seconds
How an Ohio estate moves from opening to closing, and the two deadlines every executor should know. Captions are on, so it works with the sound off.
Named executor? Here's how probate works in Ohio. First, the estate is opened in the probate court of the county where your loved one lived. Next, notify the heirs and gather what was in their name alone. Within three months of your appointment, file an inventory of what the estate owns. Creditors have six months from the date of death to present claims. Then pay valid debts, distribute what's left, and close the estate. Most estates take at least six months. Our probate attorneys can handle the filings. Schedule a free consultation at woltermanlaw.com.
You do not need all of it on day one. Bring what you have and we will help you find the rest.
The court
For typical time frames, see how long probate takes in Ohio.
Sources: Ohio Revised Code 2115.02 and 2117.06. Forms, local rules and court information are on the county's probate and juvenile court pages at warrencountyohio.gov.
Both are in Warren County, so estates are opened at the Warren County Probate Court, 900 Memorial Drive in Lebanon.
If the person lived in the Warren County part of Loveland, the estate goes to Lebanon. If they lived in the Hamilton or Clermont County part, it goes to that county's court. We confirm the county first.
Often not for routine filings, because we prepare and file the paperwork. If the court needs you at a hearing, we tell you ahead of time.
No. Ohio repealed its estate tax for deaths on or after January 1, 2013.
You meet with an attorney, and our team keeps you updated between court dates.
“Probate is a lot to handle after a loss. My job is to make sure you always know what happens next.”
Attorney
Focuses on probate administration for estates of all sizes, and on estate planning.
“Most families don’t need the most complicated plan. They need the right one, explained in plain English.”
Founding Attorney
Wills, trusts and probate for Ohio families since founding the firm in 2008.
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.
“The process involves difficult questions, but they guided us through every step with such compassion and expertise.”
Estates of $35,000 or less, or $100,000 or less when a surviving spouse inherits everything, may qualify for a shorter release from administration. Some very small estates qualify for a summary release.
Assets with a named beneficiary, joint accounts with survivorship and property in a funded trust usually pass without probate at all.
Sources: Ohio Revised Code 2113.03 and 2113.031.
Tell us what is going on and we will explain the next step, the timeline and your options.