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Start the free role checkOhio will vs. revocable living Trust, at a glance
| What matters | Ohio will | Revocable living Trust |
|---|---|---|
| When it takes effect | Only at death | During life and at death |
| Ohio probate | Generally required to take effect | Generally avoided for assets the Trust owns |
| Privacy | Becomes a public court record | Stays private |
| If you become incapacitated | Doesn't help — a will operates only at death | A successor Trustee can manage assets for you |
| Protection from your creditors | No | No — a revocable Trust is not asset protection |
Many Ohio plans use both
A revocable living Trust often holds the major assets to avoid probate and plan for incapacity, while a “pour-over” will catches anything left out and names guardians for minor children. Used together, they cover gaps neither closes alone.
Which is right for you in Ohio?
There is no single right answer — it depends on your assets, your family, whether incapacity planning matters to you, and your goals. This page is general information, not legal advice. A free role check can show you where you stand, and a Ohio attorney can recommend what fits your situation.
General information about Ohio law, not legal advice.
Frequently asked questions
- What does an Ohio will require?
- A writing, signed at the end by the testator or by another in the testator's conscious presence at the testator's express direction, attested and subscribed in the testator's conscious presence by two or more competent witnesses who saw the testator sign or heard the acknowledgment (R.C. 2107.03). Ohio has no self-proving affidavit: the will is admitted on its face or on the witnesses' testimony (R.C. 2107.18), or on a lifetime judgment declaring it valid (R.C. 5817.10).
- What does an Ohio revocable trust require?
- Capacity, an intention to create the trust, a definite beneficiary, duties for the trustee, and separate persons as sole trustee and sole beneficiary (R.C. 5804.02); it is revocable unless its terms expressly say it is irrevocable (R.C. 5806.02(A)). While the settlor lives, the trustee's duties — including the duties to inform and report — are owed to the settlor alone, whether or not the settlor has capacity (R.C. 5806.03(A)).
- Which one controls after death?
- Each controls what it holds: the trust's terms govern property titled to the trustee; the will governs the probate estate. A contest of a trust that became irrevocable at the death is commenced by the earlier of two years after the death or six months after a contest notice is sent (R.C. 5806.04); a will contest within three months of the certificate of notice of its admission (R.C. 2107.76); the surviving spouse elects against the will within five months of the initial appointment (R.C. 2106.01(E)).
General information about Ohio law, not legal advice.