Instructions for Trusts

Complete form packets for Trusts

Below are pdf packets that contain all the forms required. Click to download.

Individual Forms for Trusts

The following are a collection of the individual forms one may need.

Form # Description
13.3 Entry Approving And Settling Account Download
13.5 Notice Of Hearing On Account Download
13.7 Waiver Of Notice Of Hearing On Account Download
54.0 Trust Beneficiaries Download
54.1 Application For Appointment Of A Trustee Download
54.2 Consent To Appointment Of Trustee (Wrongful Death) Download
54.3 Trustee's Bond Download
54.4 Entry Appointing Trustee Letters Of Authority Download
54.5 Trustee's Inventory Download
54.8 Trustee's Account Download
54.81 Receipts And Disbursements Download
54.82 Assets Remaining In Trustee's Hands Download
104.03 Affidavit Finding One And The Same Person Download
104.04 Entry Finding One And The Same Person Download
110.62 Application for Payment of Unclaimed Funds Download
110.63 Entry Ordering Payment of Unclaimed Funds Download
115.54 Application To Create Trust And Approve Trust Form Download
115.55 Entry Creating Trust And Approving Trust Form Download
154.50 Irrevocable Trust Agreement Download
154.78 Application To Terminate Trust In Lieu Bank Statement Download
154.79 Entry Terminate Trust In Lieu Bank Statement Download
200.10 Affidavit In Proof Of Service Download
200.11 Praecipe For Subpoena Download
200.13 Subpoena Download
200.18 Entry Setting Hearing For Entry Or Dismissal Download
200.30 Application and Order to Prepare Transcript Download
200.31 Request for Digital Audio Copy of CD Download
200.47 Written Request for Service on Motion to Seal or Unseal Records Download
200.60 Resignation Of Fiduciary Download
200.61 Entry Accepting Resignation Of Fiduciary Download
200.75 Entry Referring Case to Mediation Download
200.95 Fax Filing Cover Sheet Download
202.00 Entry Setting Hearing (Before A Magistrate) Download
203.00 Entry Download
203.10 Application Requesting Permission To Broadcast, Televise, Photograph, Record Courtroom Proceedings Download
204.05 Application To Release Of Funds To Custodial Depository In Lieu Of Bond Download
204.06 Entry Releasing Funds To Custodial Account Download
204.07 Verification Of Receipt And Deposit Download
204.16 Verification Of Bond Premium Download
205.00 Application To Admit Authenticated Record Download
205.01 Entry Admitting Authenticated Record Download
210.04 Waiver of Notice of Hearing on Application for Trustee Compensation and Consent to Payment of Trustee Compensation Download
210.07 Notice of Hearing on Application for Attorney's Fees Download
213.80 Entry Setting Hearing On Account Download
230.00 Entry Continuing Hearing Download
230.01 Entry Resetting Hearing Download
230.03 List Of Exhibits Download
245.XX Application & Entry Extending Time For Filing Download
E-Mail Notification Request Download
Trustees Compensation Form Download

Frequently Asked Questions

Questions can arise while you are looking for the content that you need. The following are common questions that have often been posed to our office.

What is a Trust?

A trust is the right to the beneficial enjoyment of property of which legal title is in another. Its distinguishing feature concerns the fiduciary relationship created under the trust, in which one person (the trustee) is the holder of the legal title to the property held by the trust, where the trustee is bound to keep or use the property for the benefit of another (the beneficiary). The person who creates the trust is called the settlor, grantor, donor, or trustor. There are many different kinds of trusts that may have many different purposes such as providing income to a spouse, protecting a beneficiary from creditors, or benefiting a charity or the public good. If a trust is established in the probate court, the trustee must file an inventory and also an accounting of the trust's administration every two years.

What is a Testamentary Trust?

If the trust becomes effective after the death of the settlor, the trust is called a testamentary trust. Ohio law gives the probate court the exclusive power to direct and control the conduct of testamentary trustees.

What is a Living / Inter vivos trust?

If the trust becomes effective during the lifetime of the settlor, it is called an inter vivos trust. An inter vivos trust is also known as a living trust. A probate court also has concurrent power with the other courts to hear any action involving an inter vivos trust. In Hamilton County, if the probate judge appoints an inter vivos trustee, the court retains jurisdiction of the inter vivos trust and the trustee is obligated to report to the court.