LexisNexis Automated Forms -- Ohio Probate and Estate Administration

This product will help you produce official Ohio probate, estate administration and tax forms.
Publisher: LexisNexis
Frequency: (1 issues)
CD
$829.00
Quantity
In Stock
ISBN: 9781422477649
Publisher: LexisNexis
Frequency: (1 issues)
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Product details

A. OH Estate Planning Forms (2 forms)

  • Client intake form
  • OH health care POA

 

B. OH Estate & Trust Administration Forms (62 forms)

Areas covered by our forms:

  • Accounts
  • Appointing the appraiser
  • Appointing the fiduciary
  • Claims against the estate
  • Consent to power to sell release estate
  • Decedent's heirs
  • Distribution in Kind
  • Election of surviving spouse
  • Inventory and appraisal
  • Probating the will
  • Relief from administration
  • Sale of personal property
  • Transfers of real estate
  • Wrongful death proceeds

 

C. County-Specific Versions of the Forms in Part B, above (4,000+ forms)

o        For 67 Ohio counties, you'll get fully-automated, county-specific versions of the forms listed above, in Part B.

 

D.  Conservator and Guardianship Forms (3,000+ forms)

o       For 72 Ohio counties, you’ll get fully-automated, county-specific versions of our library of conservator and guardianship form.

 

E.  Ohio and IRS Tax Forms (142 forms)

Just a few of our automated forms include:

o        IRS Form 706 -- estate tax return -- including fully-automated schedules A through Q.

o        IRS Form 709 -- gift tax return

o        OH Estate Tax Return -- including all schedules and related forms

o        OH Fiduciary Income Tax Returns

o        OH Income Tax Forms for Individuals

o        OH Real Property Tax Forms.

Using HotDocs® technology, LexisNexis offers this fully-automated practice solution designed specifically for the Ohio estates/probate lawyer. This product will enable you to quickly produce thousands of official Ohio probate, estate administration and tax forms -- each one customized for your client.

 

Powered by HotDocs, just fill out the answer set once for each client, and every form you can possibly need will be custom-built for you and ready to be filed.

 

Our software includes all the necessary Ohio state, county, plus federal tax (IRS) forms that you and your staff use every day in practice. The forms are divided into these major areas:

o        Estate planning

o        Estate administration

o        Guardianship

o        Conservatorship

o        Trusts

o        Wills

o        Probate

o        Real estate transfers

o        Health care planning

o        Federal tax forms

o        Ohio state tax forms.

 

            Frequently-used data is entered only once -- Things like name and address of attorney, decedent's information, etc. With one keystroke, it flows automatically to all federal, Ohio and county forms necessary for estate, probate, guardianship and tax filings.

 

            No need to locate county-specific forms -- Thanks to HotDocs technology, it's no longer necessary to visit a county government's website and download their versions of probate forms. With our product, simply indicate the county where the form is to be filed and the program will automatically produce a form that meets the county's specifications.

 

            Updated annually -- No need to hunt the internet looking for the most recent forms.

 

            Comprehensive -- Thousands of official forms promulgated by Ohio, its counties and the IRS.

 

            Powered by user-friendly, highly-reliable HotDocs® software -- The leader in legal document-assembly software in America.

 

Table of Contents

A. OH Estate Planning
Forms (2 forms)




  • style=" font-weight: normal; color: #000000;">Client intake form


  • OH
    health care POA



style=" color: #000000; font-weight: normal;"> 



B. OH Estate &
Trust Administration Forms (62 forms)



style=" color: #000000; font-weight: normal;">Areas covered by our forms:




  • style=" font-weight: normal; color: #000000;">Accounts


  • style=" font-weight: normal; color: #000000;">Appointing the appraiser


  • style=" font-weight: normal; color: #000000;">Appointing the fiduciary


  • style=" font-weight: normal; color: #000000;">Claims against the estate


  • style=" font-weight: normal; color: #000000;">Consent to power to sell release
    estate


  • style=" font-weight: normal; color: #000000;">Decedent’s heirs


  • style=" font-weight: normal; color: #000000;">Distribution in Kind


  • style=" font-weight: normal; color: #000000;">Election of surviving spouse


  • style=" font-weight: normal; color: #000000;">Inventory and appraisal


  • style=" font-weight: normal; color: #000000;">Probating the will


  • style=" font-weight: normal; color: #000000;">Relief from administration


  • style=" font-weight: normal; color: #000000;">Sale style=" font-weight: normal; color: #000000;"> of personal property


  • style=" font-weight: normal; color: #000000;">Transfers of real estate


  • style=" font-weight: normal; color: #000000;">Wrongful death proceeds



 



C. County-Specific
Versions of the Forms in Part B, above (4,000+ forms)



style=" color: #000000; font-family: 'Courier New'; font-weight: normal;">o color="windowtext"
style=" font-weight: normal; font-family: 'Times New Roman'; font-style: normal; font-variant: normal; line-height: normal; color: #000000; font-size: 7.0pt;">       
For 67 Ohio counties,
you’ll get fully-automated, county-specific versions of the forms listed above, in Part
B.



style=" color: #000000; font-weight: normal;"> 



D. color="windowtext" style=" color: #000000;">  style=" color: #000000;">Conservator and Guardianship Forms (3,000+ forms)



style=" font-size: 12.0pt; color: #000000; font-family: 'Courier New'; font-weight: normal;">o color="windowtext"
style=" font-weight: normal; font-family: 'Times New Roman'; font-style: normal; font-variant: normal; line-height: normal; color: #000000; font-size: 7.0pt;">      
For 72 Ohio counties,
you’ll get fully-automated, county-specific versions of our library of conservator and
guardianship form.



style=" font-size: 12.0pt; color: #000000; font-weight: normal;"> 



E.  Ohio and IRS
Tax Forms (142 forms)



style=" color: #000000; font-weight: normal;">Just a few of our automated forms
include:



style=" color: #000000; font-family: 'Courier New'; font-weight: normal;">o color="windowtext"
style=" font-weight: normal; font-family: 'Times New Roman'; font-style: normal; font-variant: normal; line-height: normal; color: #000000; font-size: 7.0pt;">       
IRS Form 706 -- estate
tax return -- including fully-automated schedules A through Q.



style=" color: #000000; font-family: 'Courier New'; font-weight: normal;">o color="windowtext"
style=" font-weight: normal; font-family: 'Times New Roman'; font-style: normal; font-variant: normal; line-height: normal; color: #000000; font-size: 7.0pt;">       
IRS Form 709 -- gift tax
return



style=" color: #000000; font-family: 'Courier New'; font-weight: normal;">o color="windowtext"
style=" font-weight: normal; font-family: 'Times New Roman'; font-style: normal; font-variant: normal; line-height: normal; color: #000000; font-size: 7.0pt;">       
OH Estate Tax Return --
including all schedules and related forms



style=" color: #000000; font-family: 'Courier New'; font-weight: normal;">o color="windowtext"
style=" font-weight: normal; font-family: 'Times New Roman'; font-style: normal; font-variant: normal; line-height: normal; color: #000000; font-size: 7.0pt;">       
OH Fiduciary Income Tax
Returns



style=" color: #000000; font-family: 'Courier New'; font-weight: normal;">o color="windowtext"
style=" font-weight: normal; font-family: 'Times New Roman'; font-style: normal; font-variant: normal; line-height: normal; color: #000000; font-size: 7.0pt;">       
OH Income Tax Forms for
Individuals



style=" color: #000000; font-family: 'Courier New'; font-weight: normal;">o color="windowtext"
style=" font-weight: normal; font-family: 'Times New Roman'; font-style: normal; font-variant: normal; line-height: normal; color: #000000; font-size: 7.0pt;">       
OH Real Property Tax
Forms.