Estate Planning and Probate

At Ray, Robinson, Carle & Davies PLL, we help our clients with estate planning, wills, trusts, living wills, durable powers of attorney, probate administration, guardianships and tax planning.

Estate Planning

No one likes to think about estate planning. At Ray, Robinson, Carle & Davies PLL, we understand that. We have been assisting clients for over 100 years with estate planning and the administration of trusts.  By sitting down with our clients, one on one, we go through the entire estate planning process, making sure that all provisions are made for their assets.  We can prepare living wills, health care and durable powers of attorney.  A last will and testament sets forth who receives your property and who will raise your minor children after your death. Without a will, the laws of Ohio will determine how your estate should be divided and who should care for your children. A proper estate plan may help your heirs avoid probate and minimize inheritance taxes.  We can also create wills and trusts to help protect your estate from future disputes.  Whether you are concerned about your family’s welfare or preserving your financial assets, our firm has the knowledge to create a meaningful estate plan.

Our firm also advises small businesses on succession planning.  The majority of your wealth and your family’s source of income may be held in a business.  We can structure an estate plan to assist in transitioning the business to the next generation or assist with the sale of the business at a fair price to provide the most benefit you and your family.

Probate

Probate involves the process of administering an estate and distributing its assets.  The process includes many tasks, such as gathering and taking control of all the estate assets, ensuring that all your wishes as set forth in your will are implemented, paying claims against the estate, petitioning the court to probate the will, paying all state and federal taxes, and preparing statements and releases for distribution of the estate.  At Ray, Robinson, Carle & Davies PLL we can make probating an estate quick and efficient. We complete all of the necessary documents for the courts, file all federal and state tax returns, and disburse the estate.  Where needed our law firm can handle lawsuits concerning any estate matters and disbursements. 

Our law firm can assist with the implementation of spousal and children's trusts, insurance trusts, special needs trusts, revocable living trusts, and irrevocable trusts.  We provide quality and personalized legal assistance with the utmost compassion for our clients.

State laws and procedures vary greatly, so, it is important to consult a law firm with expertise in probate law to ensure that the decedent’s assets are distributed correctly.  You can count on sound legal advice and guidance from the probate lawyers at Ray, Robinson, Carle & Davies PLL.