Columbus, Ohio, Probate and Trust Attorney
-- Conveniently Located in Uptown Westerville
When you lose a loved one, you may be faced with the additional burden of ensuring that the estate is properly administered and that the wishes of your loved one are executed. At the Willi Law Office, LLC, our probate and trust administration practice is focused on protecting the financial and legal rights of our clients through the estate administration process, including probate and tax compliance.
Our probate and estate administration practice is focused on preparation and strategy to protect your rights and interests. Contact us for comprehensive tax, administration, and probate legal assistance.
OSBA Board Certified Specialist in Estate Planning, Trust and Probate Law. 
Kaye P.Willi is certified as a specialist in estate planning, trust and probate law by the Ohio State Bar Association. She is also a certified public accountant (CPA) with significant experience and expertise in handling the number of complex tax issues that often arise in the probate or trust administration process.
We use strategy to help you explore your options, identify solutions and work toward effective and efficient results in your case. Our probate and estate administration practice includes:
Estate planning: We provide clients with comprehensive estate planning help and will take the time to determine your goals and given your financial situation and make recommendations we can implement. Because we specialize in probate, we are able to provide our clients with meaningful, practical advice on various questions concerning the probate or trust administration process.
Probate: There are many different ways of administering a probate estate. Because we specialize in this area of the law, we are able to identify the most efficient and cost-effective way to accomplish each step of the process, from obtaining initial letters of authority to filing the final account. We are also familiar with the local rules and regulations of the various probate courts, which vary from county to county.
Trust administration: We assist with all aspects of trust administration to ensure that the trustee complies with the Ohio Trust Code, providing beneficiaries with required notice and documentation. With testamentary trusts, which are subject to the jurisdiction of the probate court, we also assist in the preparation and filing of annual accounts and other reports required by the court.
Tax compliance: Many probate lawyers rely on outside tax advisors to handle post-mortem tax planning and compliance issues. This not only increases inefficiency in the administration process, but it often results in miscommunication, missed deductions and mistakes. At Willi Law Office, LLC, we have the expertise and experience to handle all tax matters ourselves, including federal estate tax returns and complicated fiduciary income tax returns. This results in greater efficiency, timeliness, and cost-effectiveness for our clients.
Post-mortem tax planning: We have extensive experience in the use of qualified disclaimers and other post-mortem tax saving strategies that can prevent unnecessary tax obligations even after the death of a loved one. We will take a comprehensive approach to your case by thoroughly analyzing all possible tax scenarios to arrive at the solution that results in the lowest overall tax liability.
Guardianships: If your minor child receives an inheritance, or if you have an elderly parent who is no longer able to handle his or her affairs, we can help you set up a guardianship. Once the guardianship is established and the court has appointed you as guardian, we can continue to assist you in preparing and filing necessary accounts and reports.
Wrongful Death Actions: If your loved one is tragically killed in an accident, we can facilitate the filing of a wrongful death action against the responsible parties by opening the necessary estates and filing necessary contracts and paperwork until the case is resolved. After the case is resolved, we can assist in obtaining court approval of the settlement or jury award, and the division of the proceeds among the various beneficiaries.
State of the art probate resources and technology: We use sophisticated tax and probate software, which allows us to streamline the estate administration and probate process and prepare necessary probate court filings quickly and efficiently. Our tax software enables us to analyze complicated tax issues quickly and efficiently, and to accurately process complicated returns with multiple issues and variables.
Contact us to schedule a consultation with a Columbus, Ohio, OSBABoard Certified Specialist in estate planning, trust and probate law.
Willi Law Office, LLC
167 S State St Suite 150
Westerville, OH 43081-2282
Phone: (614) 890-0500
Fax: (614) 340-7103
