Litigation Timeline – FAQ (chatbot-ready)

Q: How does a civil business lawsuit start?
 A: With a Complaint. It alleges what the defendant did wrong and is filed with the clerk. Typical costs: $100–$400 filing + $750–$2,000 attorney time. Clerk processing usually takes 1 day to 1 week.

Q: How is the defendant notified?
 A: Through Service (often certified mail; sometimes regular mail, sheriff/process server, or publication). Typical service costs: $0–$150.

Q: How long does the defendant have to respond?
 A: 28 days after service. The response is a responsive pleading: an Answer, a Motion to Dismiss, or a Motion for More Definite Statement.

Q: What happens if a motion is filed instead of an answer?
 A: The other side gets 14 days to oppose; the movant gets 7 days to reply. The soonest a motion is ripe for decision is 21 days after filing—but courts often take months to rule. Typical attorney cost for this phase: $500–$2,000.

Q: What is discovery and how long does it take?
 A: Discovery is the evidence-gathering phase: requests for admission, interrogatories, document requests, subpoenas, and depositions. Average duration 4–8 months; typical costs $1,000–$15,000+.

Q: What are dispositive motions?
 A: Motions asking the court to decide an issue—or the whole case—without trial (e.g., summary judgment). Once fully briefed, they’re usually ready in ~45 days, and courts often rule 1–5 months after that. Typical cost $1,000–$2,500.

Q: When is trial?
 A: Typically 12–18 months after service of the Complaint (often continued once or twice due to court conflicts). Trial prep can exceed the trial itself; expect 1 day to several weeks of prep. Typical prep cost $1,500–$10,000+; trial cost $1,000–$10,000+.

Q: Can we settle at any time?
 A: Yes. Settlement negotiations can (and should) happen throughout the case. Typical cost $250–$3,500.

Q: Can I recover my attorney’s fees?
 A: Usually no in business litigation—fees are typically not recoverable unless a statute or contract says otherwise.

Q: Overall timeline from start to finish?
 A: Broadly 12–18+ months, depending on motions, discovery, court schedules, and settlement.

Note: All costs/timelines are estimates and vary by facts, parties, court, and counsel.

Litigation Timeline – Full Article (help-center)

Overview

A civil business lawsuit moves through predictable stages, but timing and cost vary widely. Below is a plain-English roadmap—from filing the Complaint through trial—plus typical timelines and cost ranges. Attorney’s fees are generally not recoverable in business cases unless a contract or statute says otherwise.

1) Filing the Complaint

●       What it is: The document that starts the case and outlines the claims.

●       Clerk processing: ~1 day to 1 week.

●       Typical costs: Filing fee $100–$400; attorney time $750–$2,000.

2) Service of Process

●       Goal: Officially notify the defendant.
Common methods: Certified mail (signature required), regular mail, sheriff/process server, or publication.
Typical costs: $0–$150.

3) Responsive Pleading (Due in 28 Days)

●       Deadline: 28 days after service.
Options:


○       Answer (admits/denies allegations),

○       Motion to Dismiss, or

○       Motion for More Definite Statement.

●       If a motion is filed: Opposing brief due 14 days later; reply due 7 days after that. Motions are “ripe” as early as 21 days post-filing, but rulings often take months.

●       Typical attorney cost: $500–$2,000.


4) Discovery (Evidence Phase)

●       Tools: Requests for admission, interrogatories, requests for production, subpoenas, depositions.

●       Duration: Typically 4–8 months.

●       Typical cost range: $1,000–$15,000+ (case complexity and depositions drive cost).

5) Dispositive Motions

●       Purpose: Ask the court to dispose of issues—or the entire case—without trial (e.g., summary judgment).

●       Briefing/Ruling: Fully briefed in ~45 days; rulings commonly 1–5 months later.

●       Typical cost: $1,000–$2,500.

6) Trial Preparation

●       Tasks: Pre-trial motions (e.g., exclude evidence), witness prep, subpoenas, exhibit binders.

●       Time: 1 day to several weeks—often more time than the trial itself.

●       Typical cost: $1,500–$10,000+.

7) Trial

●       Schedule: Often 12–18 months after service of the Complaint.

●       Continuances: Common due to court priorities (criminal matters get preference).

●       Typical cost: $1,000–$10,000+.

8) Settlement (Anytime)

●       When: Throughout the case; often the fastest and most economical resolution.

●       Typical cost: $250–$3,500.

Key Takeaways

●       Expect 12–18+ months total.

●       Attorney’s fees are usually not recoverable in business litigation.

●       Costs and timeframes are estimates—your case may differ based on facts, court, and strategy.

Estate Planning Guide for the LGBTQ+ Community – FAQ (Chatbot-Ready)

Q: Why is estate planning important for LGBTQ+ people in Ohio?
 A: Without a plan, Ohio law decides who inherits your assets — and it may not include your partner or chosen family. A plan gives you control and legal protection.

Q: What documents should be in my estate plan?

●       Will: States exactly who gets your property.

●       Trust: Helps avoid probate and simplify administration.

●       Joint Ownership with Rights of Survivorship: Lets property pass directly to your partner.

●       TOD/POD Accounts: Transfer assets without probate.

●       Beneficiary Designations: Keep these updated for bank accounts, insurance, and retirement plans.

Q: How do I protect my healthcare wishes?

●       Living Will: Outlines life-sustaining treatment preferences.

●       DNR Order: States if you want CPR if your heart stops.

●       Medical Power of Attorney: Authorizes someone you trust to make decisions.

●       HIPAA Authorization: Lets your chosen person talk to doctors and access records.

Q: What about financial decisions if I’m incapacitated?
 A: Create a Financial Power of Attorney to let someone handle your money and property.

Q: Are there special considerations for transgender individuals?
 A: Yes. Update your name and gender marker on IDs (driver’s license, passport, Social Security) so they match your identity.

Q: How often should I review my estate plan?
 A: At least every few years, or after life changes like marriage, divorce, moving, or major asset changes.

Q: Do I need an LGBTQ+-friendly lawyer?
 A: Yes. Not all lawyers understand the unique needs of LGBTQ+ clients—choose one with relevant experience.

Estate Planning Guide for the LGBTQ+ Community – Full Article (Help-Center)

Why Estate Planning Matters for LGBTQ+ Individuals

Estate planning isn’t just paperwork—it’s the way to ensure your wishes are honored and your loved ones are protected. In Ohio, if you die without an estate plan, state law determines who inherits your assets. This may leave out your partner or chosen family. A solid plan ensures your relationships and identity are respected.

Core Components of an LGBTQ+ Estate Plan

  1. Wills & Trusts

○       Will: Names who will inherit your property, money, and belongings.

○       Trust: Allows assets to pass outside of probate, saving time and reducing legal complications.

○       Why it matters: Even if marriage rights are recognized, having clear documents prevents disputes and protects your partner if laws change.


  1. Avoiding Probate

○       Joint Ownership with Rights of Survivorship: Property passes directly to the co-owner without probate.

○       Transfer-on-Death (TOD) & Payable-on-Death (POD) Accounts: Designate beneficiaries for bank accounts, vehicles, and real estate.

○       Update Beneficiary Designations: Keep these current for life insurance, retirement accounts, and bank accounts.


  1. Healthcare Directives

○       Living Will: States your preferences for life-sustaining treatments so loved ones aren’t forced to guess.

○       Do Not Resuscitate (DNR) Order: Directs medical staff on whether to perform CPR if your heart stops.


○       Medical Power of Attorney: Gives a trusted person authority to make medical decisions for you.

○       HIPAA Authorization: Allows your representative to access medical records and talk with your care team.


  1. Powers of Attorney

○       Financial Power of Attorney: Authorizes someone to manage your finances if you cannot.


  1. Special Considerations for Transgender Individuals

○       Update legal documents and identification (driver’s license, Social Security, passport) so your name and gender marker align with your identity.

○       This ensures consistency in healthcare, legal, and end-of-life matters.


  1. Choosing the Right Lawyer

○       Look for an attorney experienced with LGBTQ+ clients and sensitive to unique family structures and legal concerns.


Keeping Your Plan Current

Review your estate plan regularly, especially after significant life events like marriage, divorce, relocation, or acquiring major assets. Laws and personal circumstances change—your documents should too.

Key Takeaways:

●       Without a plan, state law controls your assets—potentially leaving out your partner or chosen family.

●       Include wills, trust, joint ownership, TOD/POD accounts, healthcare directives, and powers of attorney.

●       Update documents regularly and ensure your legal identity matches your lived identity.

●       Work with an LGBTQ+-friendly attorney to protect your rights fully.


FAQ (Chatbot-Ready)

Q: What should I do immediately after my loved one passes away?
 A:

●       Get a legal pronouncement of death.

●       Inform family, friends, and employers.

●       Research funeral, burial, or cremation options.


Q: What should I do within a few days?
 A:

●       Make funeral, burial, or cremation arrangements.

●       Secure the property (lock the house, safeguard valuables).

●       Care for pets.

●       Forward mail.


Q: What steps should I take within 2–3 weeks?
 A:

●       Obtain multiple death certificates (8–10 copies recommended).

●       Locate the will or trust.

●       Hire a probate attorney.

●       Compile a list of all bills and assets.

●       Cancel utilities, subscriptions, and deliveries.

Q: What should I do 3–4 weeks after?
 A:

●       Notify banks, life insurance companies, long-term care insurers, and financial advisors.

●       Cancel credit cards, insurance policies, social media accounts, and email accounts.

Full Article (Help-Center)

What To Do After Your Loved One Dies

Losing a loved one is difficult, but certain legal and practical steps must be taken. Here’s a clear timeline to help guide you through the process.

Immediately After

  1. Get a legal pronouncement of death – Usually done by medical staff, hospice, or emergency responders.
  2. Inform family, friends, and employers – Let close contacts and workplaces know promptly.
  3. Research funeral/burial/cremation options – Begin exploring service providers and costs.


Within a Few Days

  1. Arrange the funeral, burial, or cremation – Finalize service details and book necessary services.
  2. Secure property – Lock the house, safeguard valuables, and prevent unauthorized entry.
  3. Care for pets – Ensure animals have food, shelter, and care arrangements.
  4. Forward mail – Set up forwarding to a trusted person.


Within 2–3 Weeks

  1. Obtain death certificates – Order 8–10 copies; many organizations require originals.
  2. Locate the will or trust – These guide asset distribution.
  3. Hire a probate attorney – Especially if the estate includes significant assets or potential disputes.
  4. List bills and assets – Include bank accounts, utilities, subscriptions, loans, and property.
  5. Cancel services – Shut off cable, internet, and recurring deliveries.


3–4 Weeks After

  1. Notify financial institutions and insurers – Contact banks, life insurance companies, long-term care insurers, and financial advisors.
  2. Close accounts – Cancel credit cards, insurance policies, email, and social media profiles.


Tip: Keep detailed records of all notifications, calls, and correspondence. This helps avoid missed steps and protects against fraud.

FAQ (Chatbot-Ready)

Q: When should I update my estate plan?
 A: You should review and update your estate plan when any of the following occur:

  1. Addition to the family — new child or pet.
  2. Death in the family — person or pet.
  3. Significant change in income.
  4. Acquisition of large assets — like an expensive car or second home.
  5. Marriage or divorce.
  6. Beneficiary becomes an adult.
  7. Beneficiary develops special needs and relies on government assistance.
  8. You want to change a beneficiary or power of attorney.
  9. Laws change that affect your plan.
  10. Your assets grow enough to be subject to federal estate tax.


Full Article (Help-Center)

When to Update Your Estate Plan

An estate plan isn’t something you create once and forget. Life changes — and so should your legal documents. Updating ensures your wishes remain accurate and enforceable.

Key Times to Update Your Estate Plan

  1. Addition to the Family

○       Birth or adoption of a child.

○       New pet you want to provide for.

  1. Loss in the Family

○       Death of a loved one, including a beneficiary or executor.

  1. Major Financial Changes

○       Substantial increase or decrease in income.

○       Sudden windfall or loss.

  1. Acquiring Major Assets

○       Purchasing an expensive vehicle, a second home, or valuable collectibles.

  1. Marriage or Divorce

○       Marriage may add a spouse to your plan; divorce may require removing them.

  1. Beneficiary Milestones

○       A beneficiary reaches adulthood.

○       A beneficiary develops special needs and qualifies for government benefits.

  1. Changing Decision-Makers

○       You want to change who is listed as a beneficiary, executor, trustee, or power of attorney.

  1. Law Changes

○       New state or federal laws that could impact your estate or taxes.

  1. Estate Tax Exposure

○       Your estate’s value grows to a level subject to federal estate tax.


Tip: Even if none of these events occur, review your plan every 3–5 years to ensure it still reflects your goals.

FAQ (Chatbot-Ready)

Q: What is a Transfer on Death (TOD) designation?
 A: It allows assets to transfer directly to a named beneficiary upon your death, bypassing probate.

Q: What assets can have a TOD designation?

●       Real Estate: In some states, through a TOD deed.

●       Bank Accounts: Checking, savings, and certificates of deposit.

●       Brokerage Accounts: Stocks, bonds, and mutual funds.

●       Government Bonds: U.S. Treasury and other government securities.

●       Vehicles: Cars, boats, and other vehicles in states that allow TOD registration.

●       Retirement Accounts: IRAs, 401(k)s (technically not TOD, but beneficiary designations work similarly).

●       Life Insurance & Annuities: Use beneficiary designations to transfer benefits.


Q: Does TOD availability vary?
 A: Yes. It depends on your state laws and the policies of the institution holding the asset. Always check with a financial advisor or attorney.

Full Article (Help-Center)

Assets Eligible for Transfer on Death (TOD)

A Transfer on Death designation lets you pass certain assets directly to a beneficiary without probate. This can save time, reduce costs, and provide faster access to funds or property.

Common TOD-Eligible Assets

  1. Real Estate – Some states allow you to use a TOD deed so the property passes directly to a named beneficiary.
  2. Bank Accounts – Personal checking, savings, and certificates of deposit can have TOD designations.
  3. Brokerage Accounts – Investment accounts, including stocks, bonds, and mutual funds, often allow TOD arrangements.
  4. Government Bonds – U.S. Treasury bonds and other government securities may offer TOD transfer.
  5. Vehicles – Cars, boats, and similar vehicles can sometimes be registered with a TOD beneficiary in certain states.
  6. Retirement Accounts – IRAs and 401(k)s don’t use TOD labels, but beneficiary designations serve the same purpose.
  7. Life Insurance & Annuities – Beneficiary designations allow benefits to transfer directly to named individuals.


Important Notes

●       TOD availability can vary by jurisdiction and by the institution holding the asset.

●       Proper setup requires following state laws and financial institution rules.

●       Consulting a financial advisor or attorney ensures the designation is valid and coordinated with your broader estate plan.

FAQ (Chatbot-Ready)

Q: What is a digital estate plan?
 A: A plan for managing your online accounts, digital files, and electronic assets after you pass away.

Q: How do I create a digital estate plan?

  1. Take Inventory – List all digital assets, including email, social media, online banking, cloud storage, and subscriptions.
  2. Specify Your Wishes – Decide if accounts should be deleted, archived, or transferred.
  3. Appoint a Digital Executor – Choose someone you trust to carry out your instructions.
  4. Use a Password Manager – Store login info securely and set an emergency contact.
  5. Leverage Platform Tools – Use features like Facebook’s Legacy Contact or account deactivation requests for sites like Twitter, Gmail, and LinkedIn.
  6. Update Regularly – Review and refresh your plan periodically.


Q: Why is this important?
 A: Without a plan, your loved ones may be unable to access important digital information or close accounts, causing delays and potential security risks.

Full Article (Help-Center)

Digital Estate Planning: Protecting Your Online Life

Your digital footprint — from social media to online banking — is part of your legacy. A digital estate plan ensures these assets are handled according to your wishes and prevents unnecessary legal or emotional challenges for loved ones.

Steps to Create a Digital Estate Plan

  1. Take Inventory


○       List all online accounts: email, social media, financial accounts, cloud storage, subscriptions, and any other services tied to your name.


  1. Specify Your Wishes


○       Clearly outline whether each account should be deleted, archived, or transferred to someone else.

○       Consider sentimental items like photos or personal documents.


  1. Appoint a Digital Executor


○       Select a trusted person to manage your digital assets.

○       Provide them with clear instructions, access credentials, and necessary documents.


  1. Use a Password Manager


○       Securely store all login credentials.

○       Choose a service that lets you designate an emergency contact.


  1. Leverage Platform Tools


○       Facebook & Instagram: Set a Legacy Contact.

○       Apple: Assign a Legacy Contact in settings.

○       Twitter, Gmail, AOL, Yahoo, Snapchat: Allow loved ones to deactivate an account after death.

○       LinkedIn: Supports both account closure and memorialization.


  1. Update Regularly


○       Review your digital estate plan periodically to keep pace with account changes and technology.


Why It Matters

●       Prevents unauthorized access or hacking.

●       Ensures sentimental and financial assets aren’t lost.

●       Reduces stress for family members during a difficult time.


FAQ (Chatbot-Ready)

Q: What are the key steps to starting a business in Ohio?
 A:

  1. Choose Your Entity Type – Corporation, LLC, partnership, or sole proprietorship.
  2. Choose a Company Name – Verify availability with the Ohio Secretary of State.
  3. Register with the Secretary of State – File required paperwork.
  4. Register with the Ohio Department of Taxation – For applicable business taxes.
  5. Obtain an EIN – Apply with the IRS.
  6. Check Industry-Specific Licenses – Some industries require special permits.
  7. Open a Business Bank Account – Keep finances separate.
  8. Create an Operating Agreement – Especially important for LLCs.
  9. File Beneficial Ownership Information – Must be done within 90 days of entity creation.


Q: What if I’m hiring employees?
 A:

●       Register with the Ohio Department of Job and Family Services.

●       Register with the Ohio Bureau of Workers’ Compensation.

●       Create workplace policies and procedures.

●       Join your trade association for guidance.

Q: Any other considerations?
 A:

●       Hire an accountant to help with taxes and bookkeeping.

●       Connect with trade associations for industry-specific resources.


Full Article (Help-Center)

Starting a Business in Ohio: A Step-by-Step Checklist

Starting a business requires careful planning and compliance with state and federal requirements. This checklist guides you through the essentials.

I. After the Idea

  1. Choose Entity Type

○       Corporation, Limited Liability Company (LLC), partnership, or sole proprietorship.

○       Each has different liability, tax, and management implications.

  1. Choose a Company Name

○       Verify availability with the Ohio Secretary of State.

  1. Register with the Secretary of State

○       File your business formation documents.

  1. Register with the Ohio Department of Taxation

○       For sales tax, employer withholding, or other applicable business taxes.

  1. Obtain an EIN

○       Apply through the IRS.

  1. Determine Licensing Requirements

○       Check if your industry requires specific permits or licenses.

  1. Open a Business Bank Account

○       Keep personal and business finances separate.

  1. Create an Operating Agreement

○       Outlines ownership and management; critical for LLCs.

  1. File Beneficial Ownership Information

○       Required within 90 days of starting a new entity.


II. Ready to Hire Your First Employee

  1. Register with the Ohio Department of Job and Family Services – For unemployment insurance and reporting.
  2. Register with the Ohio Bureau of Workers’ Compensation – Provides required coverage for employees.
  3. Create Policies and Procedures – Give employees clear expectations and processes.
  4. Join Your Trade Association – Access industry-specific guidance and networking.


III. Other Considerations

●       Hire an Accountant – Helps avoid costly mistakes and manage taxes effectively.

Use Resources – Take advantage of state and federal small business guides.

FAQ (Chatbot-Ready)

Q: I can’t access my Clio Client Portal — what should I do?
 A:

  1. Locate the original Clio portal email from our office.
  2. Click [Read Message] in that email.
  3. If you see [Check Your Inbox], ignore it, close the browser, and return to your email.
  4. Open the new email titled “You’re almost there!” and click [Sign in to Secure Portal].
  5. Choose Open with Browser when prompted, then click [Continue].


Q: What if my Clio portal link expired?
 A: Contact our office so we can re-send the portal invitation and re-verify your email.

Full Article (Help-Center)

How to Troubleshoot Your Clio Client Portal Access

If you’re having trouble accessing your Clio Client Portal, follow these steps to regain access.

Step-by-Step Troubleshooting

  1. Start with the Original Portal Email


○       Find the initial Clio portal email we sent you.

○       If your link has expired, contact our office to re-verify your email and resend the invitation.


  1. Open the Link


○       Click [Read Message] in the original email.


  1. Handle the “Check Your Inbox” Screen


○       If [Check Your Inbox] appears, don’t proceed. Close the browser, return to your email account.


  1. Look for the Follow-Up Email

○       You should receive an email titled “You’re almost there!”.

○       Click [Sign in to Secure Portal].


  1. Browser Prompt

○       When asked, choose Open with Browser.

○       A pop-up will appear for Clio Clients — click [Continue].


If Problems Persist

●       Expired Link – Contact us to issue a fresh link.

●       Technical Issues – Try accessing from a different device or browser.

●       Still Stuck? – Call our office for direct assistance.

FAQ (Chatbot-Ready)

Q: How do I file my Financial Power of Attorney (POA) with a bank?
 A:

  1. Gather IDs for yourself and your agent.
  2. Call the bank to schedule an appointment.
  3. Bring the POA and IDs to the appointment.
  4. Complete any required forms.
  5. Get written confirmation the POA is on file.


Q: How do I file my POA with a credit card company?
 A:

  1. Call customer service to inform them you want to file a POA.
  2. Send the POA, IDs, and any required forms via mail or fax.
  3. Follow up to confirm processing and get written confirmation.


Q: How do I file my POA with Medicare?
 A:

  1. Call 1-800-MEDICARE or visit your local Social Security office.
  2. Provide the POA, IDs, and any additional forms.
  3. Confirm your agent is added to your records.


Q: Any tips for filing a POA?
 A:

●       Keep records of all communications and confirmations.

●       Regularly check to ensure the POA remains valid and on file.

●       Inform your agent where your asset and debt information is located.


Full Article (Help-Center)

How to File Your Financial Power of Attorney (POA)

Filing your Financial Power of Attorney with relevant institutions ensures your agent can manage your finances without delays.

With Banks

  1. Prepare Documents – Bring your POA and IDs for both you and your agent.
  2. Schedule Appointments – Call the bank to arrange a time.
  3. Submit and Confirm – Present the POA, complete any required forms, and obtain written confirmation.


With Credit Card Companies

  1. Contact Customer Service – Notify them you intend to file a POA.
  2. Send Documentation – Mail or fax the POA, IDs, and required forms.
  3. Follow Up – Confirm receipt and that the POA is in effect, and request written confirmation.


With Medicare

  1. Contact Medicare – Call 1-800-MEDICARE or go to your local Social Security office.
    Submit Documentation – Provide the POA, IDs, and required forms.
  2. Confirm Filing – Ensure your agent is authorized in their records.


Tips for Success

●       Keep thorough records of all submissions and confirmations.

●       Periodically verify that your POA remains on file and active.

●       Make sure your agent knows where to find key asset and debt information so they can act quickly if needed.

Parking area?
 A:

  1. Enter Chase Towers (across from the State House).
  2. Check in with the security guard for elevator access to the 3rd floor.
  3. From the elevator, turn toward the doors labeled “Bolton & Heart,” then head right — our office is at the end.

Q: Do you have a Google Maps link?
 A: Yes – Click here for directions.

Full Article (Help-Center)

Parking Directions to ALH Law Group’s Office

Our office is located at 100 E. Broad St, Suite 320, Columbus, Ohio 43215 in Chase Towers, directly across from the Ohio State House.

Parking Options

●       Laz Parking Lot


●       ACC Parking Lot


●       SP+ Parking Lot


●       Street Parking: Metered parking available with a 30-minute limit.

Entering the Building

  1. Enter Chase Towers and check in with the security guard.
  2. The guard will grant you elevator access to the 3rd floor.
  3. Exit the elevator and turn toward the doors labeled “Bolton & Heart.”
  4. Turn right — our office is at the end of the hallway

Map & Directions

For GPS navigation, use our Google Maps link. Drive safely — we look forward to seeing you!

FAQ (Chatbot-Ready)

Q: How can I pay my bill or trust request online?
 A:

  1. Open the email from our office with your bill or trust request.
  2. Click “Pay Online Now.”
  3. In the Pay by Credit Card section, enter your card details and billing information.
  4. Click Review Payment, then Submit Payment.
  5. Optional: Store your payment method securely for future use.

Q: Can I use Apple Pay or Google Pay?
 A: Yes.

  1. Open the email and click “Pay Online Now.”
  2. Click Pay (above the card payment section).
  3. Follow the Apple Pay or Google Pay prompts.
  4. Optional: Print a receipt once payment is complete.


Q: Can I pay by phone?
 A: Yes — call our office at (614) 440-1395.

●       Provide your name, company, and/or invoice number.

●       Our admin assistant will process your payment by credit card.

Q: Do you accept wires or checks?
 A: Yes — contact your attorney or call our office for wire/check instructions.

Full Article (Help-Center)

How to Pay Your Bill or Trust Request

We offer multiple convenient payment options: credit card, Apple Pay, Google Pay, wire transfer, or check.

1. Paying Online with a Credit Card

  1. Open the email from our office with your bill or trust request.
  2. Click “Pay Online Now.”
  3. Enter your credit card information in the Pay by Credit Card section.
  4. Provide billing details for the card.
  5. Click Review Payment.
  6. Optional: Store your payment method for future automatic charges.
  7. Click Submit Payment.

2. Paying Online with Apple Pay or Google Pay

  1. Open the email with your bill or trust request.
  2. Click “Pay Online Now.”
  3. Click Pay (above the credit card payment section).
  4. Follow the on-screen prompts for Apple Pay or Google Pay.
  5. Optional: Print a copy of your receipt.

3. Paying by Phone

●       Call our office at (614) 440-1395.

●       Provide your name, company, and/or invoice number.

●       Our admin assistant will process the credit card payment.

4. Paying by Wire or Check

●       Contact your responsible attorney or our office for wiring instructions or mailing address.

FAQ (Chatbot-Ready)

Q: What’s the process and timeline for estate planning?
 A:

  1. Initial Consultation – Discuss needs and recommend documents (1 day–10 weeks after scheduling).
  2. Retaining Us – Sign engagement letter and pay retainer (expires after 30 days if unsigned).
  3. Questionnaire – Complete our online form to capture essential details (ideally within 2 weeks–1 month of consultation)
  4. Compile Information – Gather contact and asset details.
  5. Drafting Documents – We prepare your estate plan based on the questionnaire (typically 2 weeks–1 month after completion).
  6. Draft Review – Review and request revisions (1–7 days depending on changes).
  7. Finalize Drafts – Address final questions and revisions.
  8. Signing Appointment – In-person signing of final documents.

Full Article (Help-Center)

The Estate Planning Process

  1. Initial Consultation – We discuss your goals and recommend documents (scheduled within 1 day–10 weeks).
  2. Retaining Us – Sign engagement letter and pay retainer (expires in 30 days if unsigned).
  3. Questionnaire – Complete our secure online form (typically within 2 weeks–1 month of consultation).
  4. Compile Information – Gather necessary contact details and asset lists.
  5. Drafting Documents – We prepare your estate plan within 2 weeks–1 month of questionnaire completion.
  6. Draft Review – You review the draft and request revisions (1–7 days depending on complexity).
  7. Finalize Drafts – Address final changes and confirm readiness for signing.
  8. Signing Appointment – In-person execution of your estate planning documents.

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Probate Intake Checklist: What to Gather Before Your Appointment

Gathering the right information before your probate appointment helps move your case forward smoothly and efficiently. Even if you don’t have everything, bring as much as you can — we can help fill in the gaps.

1. Basic Documents

  • Copy of the Will (if available)
  • Copy of the Death Certificate


2. Family / Beneficiary Information

We’ll need contact details for:

  • All individuals named in the Will
  • All next of kin (if there’s no Will)

For each person:

  • Mailing address
  • Email address
  • Phone number

3. If the Deceased Owned a Business

  • Business name and state of registration
  • Any operating agreement (if available)
  • Accountant’s name/contact (if applicable)
  • Estimated business value (if known)

4. Assets Owned by the Person Who Passed

  • Bank Accounts – Name of bank and most recent statement or estimated balance.
  • Vehicles – Year, make, model, VIN, mileage, condition, and any major damage.
  • Real Estate – Property address and any co-owners/names on the deed (we’ll verify the county value).
  • Other Valuable Items ($500+) – Description (e.g., jewelry, collectibles) and estimated value.

5. If You’re Unsure

If you can’t get everything, bring what you can. We’ll help you gather the rest during the probate process.

 

FAQ (Chatbot-Ready)

Q: How do I know if probate is needed?
 A: If the person who passed away did not own assets in their name alone, probate may not be required. Assets with a named beneficiary or joint ownership typically bypass probate.

Q: What counts as an asset in probate?
 A: Anything that doesn’t pass automatically to a beneficiary or joint owner, such as:

  • Sole-owned bank accounts
  • Real estate titled only in the decedent’s name
  • Vehicles titled only in the decedent’s name


Not considered probate assets:

  • Life insurance with a named beneficiary
  • Joint bank accounts with survivorship
  • TOD/POD accounts
  • Retirement accounts with living beneficiaries



Q: What is “Real Estate Transfer Only” probate?
 A: If the only probate asset is real estate, you can file this case type. In Ohio, you must wait at least 6 months after the date of death to file.

Q: What is Summary Administration?
 A: A simplified process for small estates. Eligibility depends on the total estate value and whether there is a surviving spouse:

  • $5,000 or less (unmarried)
  • $40,000 or less (married with surviving spouse)
  • $35,000 or less (no surviving spouse)
  • $100,000 or less (married with surviving spouse)



Q: What is Release from Administration?
 A: For small estates below certain thresholds ($35,000 unmarried, $100,000 married with surviving spouse), allowing quicker closure without full probate.

Q: What is Full Probate (Standard Administration)?
 A: Required for estates above the value thresholds or with multiple assets, disputes, or complex issues.

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Determining the Right Type of Probate for Your Situation

Choosing the correct type of probate ensures the process moves efficiently. The type depends on the nature of the assets, the estate value, and whether there is a surviving spouse.

Step 1: Identify Probate Assets

Probate assets include property solely in the decedent’s name, such as:

  • Bank accounts without beneficiaries
  • Real estate titled solely in the decedent’s name
  • Vehicles titled solely in the decedent’s name


Assets that bypass probate include life insurance with named beneficiaries, joint accounts with survivorship rights, TOD/POD accounts, and retirement accounts with living beneficiaries.

Step 2: Determine the Case Type

  1. No Assets – Probate may not be required.
  2. Real Estate Transfer Only – The only probate asset is real estate (must wait 6 months after death to file).
  3. Summary Administration – For small estates:
    • $5,000 or less (unmarried)
    • $40,000 or less (married, surviving spouse only)
    • $35,000 or less (no surviving spouse)
    • $100,000 or less (married, surviving spouse only)
  4. Release from Administration – For estates below $35,000 (unmarried) or $100,000 (married with surviving spouse).
  5. Full Probate (Standard Administration) – For larger or more complex estates, or when disputes exist.

Before You File: What to Prepare

  • List all known assets and debts.
  • Locate the Will, if it exists.
  • Gather real estate documents.
  • Confirm your relationship to the decedent.
  • Review beneficiary designations.
  • Check the date of death for any time-sensitive filings.

Common Mistakes to Avoid

  • Assuming having a Will means no probate.
  • Filing without gathering key documents.
  • Overlooking assets that pass outside probate.

Tips to Keep Things Moving

  • Choose a responsible fiduciary.
  • Keep all mail from financial institutions.
  • Notify all interested parties promptly
  • Label and store everything clearly.

FAQ (Chatbot-Ready)

Q: How long does full probate take?
 A: Typical timelines:

  • Smooth case: 6–9 months
  • Moderate complexity: 9–12 months
  • High complexity or disputes: 1+ year


Q: What are the main phases of probate?
 A:

  1. Information Gathering – Collect key documents and asset details (1–6+ weeks).
  2. Opening the Estate – File paperwork and get a fiduciary appointed (1–5 weeks).
  3. Inventory of Assets – List all estate assets for the court (4–8 weeks).
  4. Accounting & Distribution – Pay debts/taxes, distribute assets, and close the estate (3–6 months).

Q: What causes delays in probate?
 A: Missing documents, disputes among heirs, real estate sales, slow responses from fiduciaries, court backlog.

Q: Who is involved in each phase?
 A:

  • Fiduciary: Handles accounts, transactions, and property.
  • Attorney: Guides and drafts court filings.
  • Court: Appoints fiduciary and approves filings.
  • Appraisers: Value property when needed.
  • CPA/Tax Preparer: Advises on tax matters.



Q: How can I avoid delays?
 A: Choose a responsible fiduciary, gather all documents early, notify heirs promptly, and use digital copies when possible. 

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Probate Timeline & Step-by-Step Guide

Full probate follows a structured process, but timelines vary depending on complexity, disputes, and court schedules.

Phase 0 – Information Gathering (Estimated: 1–6+ weeks)

Goal: Collect all information needed to open the estate.
  Tasks:

  • Contact attorney after death.
  • Gather Will, death certificate, asset/debt lists.
  • Identify heirs and beneficiaries.
  • Review preliminary estate value.
      Common Delays: Missing or incomplete documents, unclear ownership, disputes among heirs.

Phase 1 – Opening the Estate (Estimated: 1–5 weeks)

Goal: Fiduciary is appointed by the court.
  Tasks:

  • File initial probate paperwork.
  • Submit Will (if available).
  • Provide list of heirs/beneficiaries/creditors.
  • Court decides on fiduciary appointment and any required bond.
      Common Delays: Disputes over fiduciary, incomplete filings, court scheduling.

Phase 2 – Inventory of Assets (Estimated: 4–8 weeks)

Goal: Identify and list everything the decedent owned.
  Tasks:

  • Fiduciary opens estate bank account.
  • Gather financial statements and title documents.
  • Appraise high-value or complex items.
  • File formal Inventory Form with the court.
      Common Delays: Delays in gathering information, difficulty valuing assets, appraisal scheduling.

Phase 3 – Accounting & Distribution (Estimated: 3–6 months)

Goal: Pay debts and taxes, distribute assets, and close the estate.
  Tasks:

  • Sell or transfer property.
  • Deposit proceeds into the estate account.
  • Pay debts and taxes.
  • File accounting with the court.
  • Distribute remaining assets to heirs.
      Common Delays: Real estate sales, creditor claims, disputes, missing receipts or documentation.


Typical Timeline

  • Smooth case: 6–9 months
  • Moderate complexity: 9–12 months
  • High complexity/dispute: 1+ year

Causes for Extension

  • Missing documents
  • Heir disputes
  • Real estate issues
  • Slow fiduciary or court backlog

Pro Tips to Avoid Delays

  • Appoint a responsible fiduciary.
  • Gather documents early.
  • Keep detailed records of all transactions.
  • Notify heirs promptly.