Practice Areas

Create Trusts In Your Will With An Ohio Estate Planning Attorney

Honor Your Life’s Legacy With Trusts

Trusts are a vehicle for telling the story of your life’s legacy. We can’t wait to hear yours, so we can help you write a will and create a plan that honors your values and the impact you want to have on the world.

Why Trusts And Wills Go Together

When it comes to estate planning, it’s not a matter of choosing between a will and a trust. It’s about determining the best way to distribute your assets — and often the answer is to have both.

A last will and testament outlines what happens to the assets in your estate, along with other critical instructions like medical care and guardianship of any children. But distributing your estate doesn’t automatically happen immediately after passing. Your loved ones will likely have to spend time in probate court first. If you have a trust in place, however, any money or property goes to the beneficiary immediately.

Treating a will and trust as complementary parts of your estate planning ensures every detail is covered. Trusts make it possible to transfer assets quickly, while a will is necessary for tying up all remaining loose ends.

Trust Administration Services Offered By Kori Whisenant

Will Writing and Administration

Draft a legal will in Ohio that reflects your values and addresses all of your needs. I make sure every detail is covered when writing your will, and I help you create a plan that makes the entire process straightforward and simple for your loved ones.

Trusts Creation and Administration

Transfer assets to your loved ones exactly when they need them. Whether you need to establish a living trust that’s enacted right away, or place property in a trust that will go to a child when you pass, I’m here to understand your needs and support them.

Probate Administration

Navigating probate can be complex. Don’t take this journey alone. I make the probate process as smooth as possible.

Asset Protection

Don’t just plan for what happens to your wealth later. Make a plan to protect it now. I give you all the tools you need for thorough asset protection.

Charitable Planning

Use your legacy to give back to the causes you care about. I’m thrilled to help you with any charitable gifts in your estate through legacy planning.

Estate Planning for Young Adults

There’s no time like now to start making the most important decisions. My estate planning program for 18 to 26-year-olds helps young adults take charge of their future today.

Meet Kori Whisenant

The trust creation process often comes with a mountain of legal jargon and an even larger pile of paperwork. I’m here to help you climb that mountain.

Before getting my law degree from the University of Dayton, I received a Bachelor of Arts in Psychology. How many lawyers do you know who have a psychology degree? That background is what empowers me to see the whole person, and I’m thrilled to bring my perspective to each of my clients and their unique stories. If you trust me on this deeply personal journey, I’ll be honored to join and support you so the road ahead is a little bit smoother.

FAQs About Trusts In Ohio

What does a trusts and estates attorney do?

The person who creates a will (testator) has to be at least 18 years old and “of sound mind.” The will also needs to be drafted in writing and signed by the testator, along with signatures from two witnesses (also at least 18 years) with no interest in the contents of your will.

What is the role of an attorney in a trust?

When creating a trust, an attorney will not only help with drafting the document. They’ll also provide legal advice on the best type of trust based on your estate and needs, and typically lead administration duties when it’s time to distribute assets in the trust.

What’s the difference between a revocable and irrevocable trust?

Changes can be made to a revocable trust after it’s created, while the terms of an irrevocable trust remain legally binding once it’s enacted.

What kind of lawyer handles trusts?

An estate planning attorney handles trusts.

Is a trustee the same thing as a beneficiary?

While the same person can be both a trustee and beneficiary, they are not interchangeable, as the trustee is responsible for managing assets within the trust, not just receiving them.

Why don’t you need to go through probate court to transfer assets in a trust?

When you designate a trustee — the person who will manage (and likely receive) the assets in your trust — they are automatically considered the legal owner of those assets. This designation makes it possible to avoid probate court.

The Law Office of K.E. Whisenant: Will and Trust Services Tailored to You

Trusts are just one piece of the estate planning puzzle. I help you solve it all with the support and care you deserve.

K Whisenant Law
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