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Probate, Trusts & Estate Administration

Ohio Probate Lawyers

Probate is a court-supervised process that involves proving a will, appointing an executor and settling an estate after someone has died.

At Budish, Solomon, Steiner & Peck, LTD, our probate department handles all aspects of trust and estate administration.

The team assists our clients in preparing and filing all necessary court documents and tax returns. Some of our probate and trust administrative services include:

  • Probate court filings
  • Assistance with asset transfers
  • Estate tax returns
  • Estate and trust income tax returns
  • Preparation of accountings for estates and trusts
  • Gift tax returns
  • Decedent’s final income tax returns

Our probate attorneys handle estate and trust administration with efficiency and skill. The process begins with proving that the will is valid and that it was the decedent's final statement regarding the distribution of his or her assets.

Next, the estate is inventoried. All assets and debts are identified and evaluated. When necessary, we retain experts to assist in the evaluation process.

Assets are first used to pay debts, including bills for final medical expenses and state and federal taxes. The remaining assets are distributed according to those designated as beneficiaries in the will.

Changes in the Trust Law

In January 2007, the Ohio trust code changed significantly. The new law affects not only the administration of trusts created after that date but older trusts as well. If you are a trustee, we can help ensure your compliance with the new law.

Our probate team is led by Jennifer E. Peck. Contact our law firm today to arrange a consultation regarding our probate, trust and estate administration services.

From three locations, we represent clients throughout northeastern Ohio.

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DB
Bedford, Ohio

"Once again my sincere thanks for the thorough and efficient manner in which you've handled everything and given my parents complete peace of mind."

FS
Concord, Ohio

"We cannot adequately thank you enough for your time, talents and expertise explaining what needs to be accomplished for our parents’ Medicaid applications. You were so thorough, so patient in listening to us whenever we began relating stories about family issues, and so knowledgeable. Thank you so very much for your competent direction."

DSV
Chagrin Falls Ohio

"We were greatly relieved as a family to have Laurie Steiner's guidance and great insight into elder care/family law as I moved my father and developmentally challenged sister to NE Ohio. With that brought layers of decisions from various factions of benefits/laws/governances. And during my father's final days she and her colleagues were amazingly astute and responsive as we considered all options should my father's condition linger. And more recently, an unusual, often misunderstood situation with my sister's Medicare Premium benefits when it was only Laurie that could bring any clarity to otherwise well-meaning staffs of people whose job it is to understand the complicated nuances the Medicare/Medicaid benefit system often presents."

RG
Lyndhurst Ohio

"I and our family would like to thank you again for the kindness and professionalism you showed us during the last several months that were involved with taking care of my wife… Again thank you very much and I would be more than happy to recommend your services to any interested party."

LJT
Strongsville, Ohio

"Laurie and Josephine deserve special recognition for their exceptional interest."

CS
North Royalton, Ohio

"Jennifer Peck did an excellent job.  Our whole experience was good and everyone was very helpful"

PR
Mentor, Ohio

"Everyone was very friendly and made us feel at ease. It was our first time dealing with attorneys."

GS
Seven Hills, Ohio

"Laurie Steiner explained everything excellently."

REK
North Olmsted, Ohio

"Everyone has always acted extremely professional.  Jennifer and Ann deserve special recognition because they both were understanding, kind, and very helpful to my wife and I."

CL
Mayfield Hts., Ohio

"All Staff have been great!"

MAR
Mayfield Hts., Ohio

"Your staff was so helpful for me to understand it all.  You made this all so easy for me-was a wonderful experience."

JB
Akron, Ohio

"Thanks so much for all your expertise and patience."

AN
Stow, Ohio

"Once again your firm has provided outstanding legal services, that I have come to expect and appreciate."

DL
Solon, Ohio

"You've always been very responsive, kind and helpful, and all three are greatly appreciated."

PK
Middleburg Hts., Ohio

"My sister and I have truly appreciated all your help and your firms help throughout this whole situation with our mom as everything was handled in a very professional manner."

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Office Location

Phone: 216-245-0185
Toll free: 1-866-642-0932
Fax: 216-595-2787
Email: Contact Us

Beachwood
Commerce Park IV, Suite 450
23240 Chagrin Boulevard
Beachwood, OH 44122
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Independence
6100 Oaktree Blvd.
Suite #200 - Park Centre 1
Independence, OH 44131
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Westlake
159 Crocker Park Boulevard
4th Floor
Westlake, Ohio 44145
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Budish, Solomon, Steiner, & Peck
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Charter Member ElderCare Matters Alliance NAELA / National Academy of Elder Law Attorneys, Inc. Member
Cleveland Metropolitan Bar Association ASNP
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