By Joseph E. Balmer   |   April 6th, 2024
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PUBLISHER’S NOTE: This blog is as meaningful today as it was when we originally posted it on September 24, 2022. Securing an experienced Estate Planning lawyer is EXTREMELY important! We have a ton of interesting articles in our archives of the Ohio Family Law Blog. Use our Search tool to find the help you are seekjng.

A Lost or Destroyed Will Can Be Submitted To Probate…Under Certain Circumstances

estate planning documents beneficiaryWe strongly suggest that our clients protect all of their original estate planning documents by keeping them in a fireproof container. This includes their Last Will and testament. However, what happens if a will is somehow lost or destroyed?

A lost, spoiled or destroyed will can be admitted to probate under certain circumstances. The question becomes did the testator intentionally destroy the will, which makes it null and void or was it unintentionally lost or destroyed which makes it still valid. The law in Ohio used to be that if a will could not be found, the assumption was that it was intentionally destroyed as a way of revoking it. This assumption no longer exists.

Keep your Original Estate Planning Documents in a Safe Place

Upon applying to admit a lost or destroyed will, the court will set the matter for a hearing. Certain individuals must be notified of the hearing, Those include any surviving spouse, anyone named as a beneficiary under the will, anyone who would be a beneficiary  if the decedent had died without a will and anyone who would have been a beneficiary under decedent’s most recent will.

At the hearing, the applicant must prove by clear and convincing evidence that the will was executed with the formalities required by law at the time it was executed and must prove what was included in the will and also no one who would oppose the will can prove that the decedent had revoked the will. This usually requires the cooperation of the attorney who prepared the will and the witnesses to the will to prove these facts in court.

Upon proof of the contents of the will and that it was executed with the proper formalities and absence proof that it was intentionally destroyed, the court can admit the copy. While this is an available last choice option, this process is not simple, certain or inexpensive. It is a reminder that you should always keep your estate planning documents  in a safe place so that a situation such as this is not necessary.

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At Holzfaster, Cecil, McKnight & Mues, located in Dayton, Ohio, top-notch estate planning doesn’t need to be complicated or expensive! To learn more, go to our website at www.hcmmlaw.com. Or, please contact us at 937 293-2141.to schedule an appointment for an initial consultation which can be conducted either by phone, Zoom or in person.

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Blast From The Past: What Happens in Ohio if I Lose My Will?

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