Probate & Trust Administration

Dayton Probate & Trust Administration Attorneys

Estate Support in Montgomery County & Greene County

Probate generally revolves around the death of an individual. When an individual dies, they leave behind two types of assets: Non-probate assets (i.e. joint and survivorship property or payable or transfer on death accounts) and probate assets (must be transferred through a probate court proceeding). Most individuals die owning both probate and non-probate assets, all of which generally require some type of documentation to complete their transfer. Probate is a very confusing and frustrating area of the law that can have tremendous legal and tax complexities that require the advice and counsel of an attorney. Make sure you get help from an experienced attorney. At Arnold & Arnold, Ltd., we have experienced and qualified probate and trust administration lawyers in Dayton, OH who have been helping individuals like you for years.

The probate court handles far more than just the estates of the deceased; they also oversee guardianships, name changes, adoptions, and marriage licenses.

Guardianship is a very complex area of the law and requires very specific legal knowledge. In Ohio, a guardianship is a legal relationship ordered by the court in which the guardian acts on behalf of the ward and the ward’s best interests. Wards are persons who are not able to care for themselves or their property. Guardians can be a person, association, or corporation, and need to be residents of Ohio. Typically, a guardian is responsible for the ward’s person, estate, or both.

  • For more information about the probate process and guardianships, click here.
  • For more information about the Probate Court in Greene County, Ohio, click here.
  • For more information about the Probate Court in Montgomery County, Ohio, click here.
  • For more information about the Probate Court in Warren County, Ohio, click here.
  • For more information about the Probate Court in Miami County, Ohio, click here.

Trust Administration

Trusts and their administration are governed by the Ohio Trust Code (Chapter 5801 of the Ohio Revised Code). The Trust Code is extremely precise and detailed on the creation and management of trusts in Ohio. 

The typical parties involved in a trust are: 

  • the settlor/grantor (the person who creates the trust);
  • the trustee (the person who manages the trust as a fiduciary); and
  • the beneficiaries (those who benefit from the assets of the trust). 

The settlor/grantor, trustee, and beneficiaries all have very distinct roles, rights, and responsibilities. Some of the primary purposes for establishing a trust are to avoid probate, maintain privacy, lower taxes, and protect assets. 

You can contact our office by calling (937) 888-2909 for a free case evaluation.

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The main purpose of trust administration is to ensure that trusts are properly managed and directed during life and after death. 

Some of the trust administration services we provide are:

  • Assisting trustees in locating, collecting, valuation, liquidation, and distribution of trust asset
  • Interpretation of trust
  • Filing notice of trust
  • Representation of trust beneficiaries
  • Resignation, removal, and appointment of successor trustees
  • Funding trusts

Our Dayton probate and trust administration attorneys can be reached at (937) 888-2909.

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Our Past Clients Have a Lot to Say ABout their Experience With us
  • Best Legal Representation in Dayton

    “They are supportive and have a great staff at the firm. Best legal representation in Dayton!”

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  • Fresh Take on the Traditional

    “What I like about Adam is his willingness to look at something and say "what if" or "how can we do that?"”

  • Helped Me Immensely

    “Mr. Arnold provided me with invaluable legal assistance... I have peace of mind thanks to his knowledge, experience, and professionalism.”

  • Upbeat & Excellently Prepared

    “Adam was excellent in preparing for the court process. He was very upbeat and professional at all times.”

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  • We Have Experience

    Our team has years of experience advocating for our clients, in the courtroom and around the negotiating table.

  • We Actually Listen

    We're client-focused, and what you say means something to us. We'll tailor your representation to your actual needs.

  • We Go to Trial

    We don't shy away from the courtroom, and you can count on us to represent you with confidence if your case comes to a trial.

  • We Get Results

    When it matters most, you want a firm that wins. It comes down to this - results matter, and we do whatever it takes to best serve you.

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