What Does an Estate Planning Attorney Do in Ohio? Your Guide to Schroeder Law Group’s Services
- James Schroeder
- Nov 8
- 7 min read
Updated: Nov 27
Quick Summary
An estate planning attorney in Ohio helps families, business owners, and property holders protect assets, plan for healthcare and inheritance, and avoid probate court. Schroeder Law Group, serving Hillsboro, Mount Orab, West Union, Winchester, and Washington Court House, provides personalized estate plans, including wills, trusts, powers of attorney, and asset protection strategies. With over 15 years of experience, our team ensures your legacy is secure and your family’s future is protected.

Introduction
When planning for your family’s future, you may find yourself asking, “What does an estate planning attorney do in Ohio?” At Schroeder Law Group, a trusted Hillsboro estate planning attorney and Ohio estate planning lawyer, we’re here to answer that question and guide residents of Hillsboro Ohio, Mount Orab, West Union, Winchester, and Washington Court House toward a secure legacy.
With over 15 years of experience, our firm specializes in creating personalized estate plans that avoid probate in Ohio, protect assets, and provide peace of mind. From Hillsboro Ohio wills and trusts to West Union Ohio wills and trusts, we offer comprehensive services to address your unique needs. Schedule a strategy session today at (937) 402-2348 to learn how we can help you protect your family’s future.
Understanding the Role of an Estate Planning Attorney in Ohio
An Ohio estate planning lawyer does far more than draft documents. At Schroeder Law Group, we work closely with clients to develop tailored strategies that ensure your wishes are honored, your assets are protected, and your loved ones avoid unnecessary legal burdens. Whether you’re asking “How to protect my family from probate in Ohio?” or “What is a living trust in Ohio?”, our team provides clear answers and actionable solutions. Here’s a breakdown of what we do, with a focus on serving estate planning for families Ohio in Hillsboro, Mount Orab, West Union, Winchester, and Washington Court House.
Crafting Comprehensive Estate Plans
Estate planning is about creating a roadmap for your assets and healthcare decisions. As your Hillsboro estate planning attorney, Mount Orab estate planning attorney, West Union estate planning attorney, Winchester estate planning attorney, and Washington Court House estate planning attorney, we help you:
Draft Wills and Trusts: We create Hillsboro Ohio wills and trusts, West Union Ohio wills and trusts, and plans for all five locations to ensure your assets pass to your heirs as intended. A will outlines your wishes, while a trust, such as a living trust, can avoid probate in Ohio and maintain privacy.
Establish Powers of Attorney: We set up durable powers of attorney for financial and healthcare decisions, ensuring someone you trust can act on your behalf if you’re incapacitated.
Plan for Beneficiaries: We designate beneficiaries for accounts and properties to streamline asset transfers, especially for estate planning Washington Court House Ohio and Mount Orab residents.
Our Ohio estate planning guide provides a framework for these tools, tailored to your family’s needs, whether you’re in Hillsboro Ohio or Winchester Ohio.
Helping You Avoid Probate in Ohio
One of the most common questions we hear is “Can I avoid probate court in Hillsboro Ohio?” or “How to avoid probate in Mount Orab Ohio?” Probate is a court-supervised process that can be costly and time-consuming, with the cost of probate in Hillsboro Ohio or Washington Court House Ohio often reaching thousands of dollars. As your probate attorney Hillsboro Ohio, probate attorney Mount Orab Ohio, probate attorney West Union Ohio, probate attorney Winchester Ohio, and probate attorney Washington Court House Ohio, we employ probate avoidance strategies Ohio to minimize these burdens.
For example, a Hillsboro Ohio living trust attorney can create a revocable living trust, allowing your assets to pass directly to heirs without probate. We also use transfer-on-death deeds for real estate, a service our Hillsboro Ohio real estate attorney team excels at, ensuring properties in West Union or Winchester transfer seamlessly. Our free eBook, Keeping Your Family Out of Probate Court and Conflict, details how to avoid probate in Ohio, how to avoid probate in Winchester Ohio, and how to avoid probate in Washington Court House Ohio, offering practical steps for families across Southwest Ohio.
Protecting Your Assets from Creditors and Predators
Another key role of an estate planning attorney is to protect inheritance from creditors Ohio. Whether you’re in Mount Orab or Washington Court House, we use tools like Asset Protection Trusts to shield your assets from creditors, lawsuits, or financial predators. This is especially critical for high-net-worth individuals or those with complex estates. Our strategies ensure your legacy remains intact for your heirs, answering “How to protect my family from probate in Ohio?” with robust solutions.
Planning for Long-Term Care
With long-term care costs in Ohio nearing $10,000 per month, estate planning for long-term care Ohio is a priority for many families. Clients often ask, “How to plan for long-term care in Ohio?” At Schroeder Law Group, we integrate Medicaid planning, irrevocable trusts, and other strategies into your estate plan to preserve assets for your heirs. Whether you’re in West Union or Hillsboro, we help you prepare for the 1-in-3 chance of needing long-term care, ensuring your plan aligns with your financial goals.
Managing Real Estate and Property Transfers
As a Hillsboro Ohio real estate attorney, we assist with property transfers as part of estate planning Hillsboro Ohio and estate planning Washington Court House Ohio. Whether you’re passing property to family members in Mount Orab or selling assets in Winchester, we ensure transactions are legally sound and aligned with your long-term goals. This includes drafting deeds, managing title transfers, and incorporating real estate into trusts to avoid probate in Ohio.
Why Choose Schroeder Law Group?
Located at 338 West Main Street in the Historic Scott House, Hillsboro Ohio, Schroeder Law Group is your trusted partner for estate planning for families Ohio. Our office, open Monday to Friday from 10 AM to 5 PM, offers ample parking and ramp access, making it easy for clients from Mount Orab, West Union, Winchester, and Washington Court House to visit. Led by Attorney Jim Schroeder, a former Mayor of Sardinia with deep community ties, our team brings over 15 years of experience to every case.
Our personalized approach sets us apart as the go-to Ohio estate planning lawyer for Southwest Ohio. We listen to your goals, answer questions like “What is a living trust in Ohio?” and “How to avoid probate in West Union Ohio?”, and craft plans that reflect your values. Our clients benefit from our focus on probate avoidance strategies Ohio, ensuring minimal court involvement and maximum asset protection.
FAQ: Estate Planning Attorney in Ohio
1. What does an estate planning attorney in Ohio do?
An estate planning attorney helps you create wills, trusts, powers of attorney, and other legal documents to protect your assets, provide for loved ones, and avoid probate court. They also advise on asset protection, long-term care planning, and tax-efficient strategies to secure your family’s legacy.
2. Do I need an estate planning attorney if I only have a small estate?
Yes. Even small estates can face probate delays, creditor claims, or disputes among heirs. An estate planning attorney ensures your assets are distributed according to your wishes and can help prevent unnecessary court involvement.
3. How can an Ohio estate planning lawyer help me avoid probate?
Probate is a court-supervised process that can be costly and time-consuming. Estate planning attorneys create tools like revocable living trusts, transfer-on-death deeds, and proper beneficiary designations to pass assets directly to heirs, bypassing probate in Hillsboro, Mount Orab, West Union, Winchester, or Washington Court House.
4. What is the difference between a will and a living trust in Ohio?
A will takes effect after death and must go through probate, while a living trust is effective immediately and allows your assets to be managed during your lifetime. Living trusts also help avoid probate, maintain privacy, and provide continuity if you become incapacitated.
5. Can an estate planning attorney help protect my assets from creditors?
Yes. Attorneys use strategies such as asset protection trusts and careful estate structuring to shield your assets from creditors, lawsuits, or financial predators, ensuring your family receives their inheritance intact.
6. How does an estate planning attorney assist with long-term care planning?
Estate planning attorneys help you prepare for potential long-term care needs by integrating Medicaid planning, irrevocable trusts, and financial strategies to preserve your assets while ensuring proper care for you or your loved ones.
7. Why should I choose Schroeder Law Group for estate planning in Ohio?
Schroeder Law Group offers over 15 years of experience in estate planning and probate law. Serving Hillsboro, Mount Orab, West Union, Winchester, and Washington Court House, we provide personalized, practical, and clear guidance to protect your family’s assets, minimize probate costs, and secure your legacy.
8. What areas of Ohio do you serve for estate planning and probate?
We serve families in Hillsboro, Mount Orab, West Union, Winchester, Washington Court House, and surrounding areas across Highland, Brown, Adams, and Fayette Counties.
9. How do I schedule a consultation with an estate planning attorney at Schroeder Law Group?
Call (937) 402-2348 or use our online booking system to schedule a free strategy session. During the consultation, we review your goals, explain probate avoidance strategies, and outline personalized estate planning solutions.
10. What documents should I prepare before meeting an estate planning attorney in Ohio?
Bring any existing wills, trusts, property deeds, bank statements, retirement account information, and insurance policies. The more details you provide, the better we can tailor your estate plan to protect your assets and family.
Take Action Today
Don’t let probate or unplanned expenses jeopardize your family’s future. Download our free eBook, Keeping Your Family Out of Probate Court and Conflict, to explore Ohio estate planning guide strategies and learn how to avoid probate in Mount Orab Ohio, Winchester Ohio, and beyond. Ready to start?
Call (937) 402-2348 to schedule a strategy session with our Hillsboro estate planning attorney, Mount Orab estate planning attorney, West Union estate planning attorney, Winchester estate planning attorney, or Washington Court House estate planning attorney.
About the Author
James E. Schroeder, Esq. is the founder of Schroeder Law Group in Hillsboro, Ohio. With decades of experience in estate planning, probate, real estate, business law, and nonprofit guidance, Jim helps individuals and families craft customized legal strategies to protect their assets, avoid probate, and plan for the future. He combines deep legal knowledge with a practical, client-focused approach.
About the Organization
Schroeder Law Group is a leading law firm in Hillsboro, Ohio, serving clients throughout Southern Ohio, including Mount Orab, West Union, Winchester, and Washington Court House. Specializing in estate planning, probate, real estate, business, and nonprofit law, the firm offers comprehensive and personalized legal solutions. Schroeder Law Group prioritizes clear communication, strategic planning, and client-focused service to protect families, businesses, and communities.





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