1Immediate Actions
The first days
First: Get Death Certificates
Required for everythingMadison County Public Health - Vital Statistics
Office info
Secure the Property
- Lock the residence and secure valuable items
- Forward mail to a responsible family member
- Make a list of what you find (don't throw anything away yet)
Locate Important Documents
2Required by Law
First 30 days
Deposit the Will
Person holding will must deliver it to probate court or executor. Will contests must be filed within 3 months of certificate of notice. (ORC § 2107.07)
Creditor claim window
Creditors generally have 6 months from date of death to bring claims against the estate. (ORC Chapter 2117)
Notify Key Parties
- Banks and credit card companies (to prevent unauthorized use)
- Social Security Administration (1-800-772-1213)
- Employer (if applicable) for final paycheck and benefits
3Assess Your Situation
Before filing anything
Which probate type is right for you?
Small estate? If the estate is worth less than the Ohio small-estate limit (shown on the options below), you may qualify for simplified procedures.
Is there a valid will? If yes, you'll file for testate administration. If no will exists, it's intestate administration.
Complex assets? Business interests, real estate in multiple states, or contested claims may require full administration.
Select a probate type below to see specific requirements and costs.
Which applies to your situation?
Not sure? Use the free checker at the top of this page - you don't have to decide this alone.
Simplified procedure for small estates. No executor appointed.
- Estate value under threshold
- File application for release from administration
- Provide death certificate
- Submit original will (if any)
- Wait 6 months from death for creditor claims
- Pay debts and funeral expenses
- File statement of delivery and receipt
- Qualifies:
- $35,000 or less ($100,000 if entire estate to surviving spouse)
- Filing fee:
- $150
- Typical duration:
- 6-8 months
- Attorney:
- not required by law, though many families use one
Quickest option for very small estates. Can be completed 30+ days after death.
- Estate value within the ORC 2113.031 ceiling: non-spouse applicant: the lesser of $5,000 or the funeral and burial expenses; surviving spouse: roughly $45,000
- File application for summary release
- Provide death certificate
- 30 days elapsed since death
- Funeral bill paid or arrangement made
- Qualifies:
- non-spouse applicant: the lesser of $5,000 or the funeral and burial expenses; surviving spouse: roughly $45,000 (ORC 2113.031)
- Filing fee:
- $100
- Typical duration:
- 1-2 months
- Attorney:
- not required by law, though many families use one
Full probate administration with court supervision for estates over $35,000.
- Typical duration:
- 8-12 months
- Attorney:
- not required by law, though many families use one
4File for Probate
Where to file, forms & fees
Where to File
Free Filing Help Available
Madison County Probate Court Self-Help can help you understand forms and filing requirements at no cost.
Visit Self-Help Center