Frequently Asked Questions
Estate Planning Questions Answered
Common questions from Columbus Ohio families about wills, trusts, and estate planning.
Do I need an estate plan if I'm not wealthy?
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Absolutely. Estate planning isn't just for the wealthy — it's for anyone who wants to decide what happens to their belongings, who cares for their minor children, and who manages their affairs if they become incapacitated. Without a plan, Ohio law decides these things for you, which may not reflect your wishes.
What is the difference between a will and a trust in Ohio?
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A will takes effect after you die and must go through Ohio probate court — a public process that can take months or years. A revocable living trust avoids probate entirely, transfers assets immediately and privately to your beneficiaries, and can also manage assets during your lifetime if you become incapacitated. Many Columbus families benefit from having both.
How long does probate take in Franklin County, Ohio?
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Ohio probate typically takes 6 to 18 months for a straightforward estate, and longer for complex or contested estates. The Franklin County Probate Court process involves filing the will, notifying creditors, inventorying assets, paying debts, and distributing to beneficiaries. An experienced attorney like Lorelei Lanier can guide you through every step and minimize delays.
What documents does a complete Ohio estate plan include?
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A comprehensive Ohio estate plan typically includes: (1) a Last Will and Testament, (2) a Revocable Living Trust if appropriate, (3) a Durable Power of Attorney for finances, (4) a Healthcare Power of Attorney, (5) a Living Will / Advance Healthcare Directive, and (6) HIPAA authorization forms. For families with minor children, it also includes guardian designations.
How much does estate planning cost in Columbus Ohio?
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Lorelei M. Lanier offers a free 30-minute consultation — by phone or in person — and provides a firm, flat-fee price estimate at that time. There are no surprise hourly bills. The cost depends on the complexity of your estate and which documents you need. Most clients find professional estate planning is more affordable than they expected, and far less costly than the consequences of having no plan.
Can Lorelei come to my home in Upper Arlington, Dublin, or Bexley?
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Yes. For clients who have difficulty traveling, Lorelei will meet you at your home throughout the Columbus metro area. She is known for her flexibility and personal attention — a hallmark of her boutique practice at 2029 Riverside Drive, Upper Arlington, Ohio.
What is Medicaid planning and do I need it in Ohio?
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Ohio Medicaid planning involves legal strategies to protect your assets from being spent down on nursing home costs, while still qualifying for Medicaid benefits. Irrevocable trusts, proper deed planning, and spend-down strategies can preserve your assets for your family. The earlier you plan, the more options you have. Lorelei can explain Ohio's Medicaid rules and help you develop a protective strategy.
