Wills & Trusts Attorney in Miamisburg, Ohio

Legal planning can be confusing and even overwhelming, so we take the time to help you understand it. Whether you need your first will, wonder if a trust makes sense, or have documents that haven’t been touched in a decade, we’ll work with you to find the level of planning your family actually needs.

Home - Simple Wills to Complex Trusts

Legal Documents Exactly Right for You

Legal planning can be confusing and even overwhelming, but we take time to help you understand the issues involved. We will work with you to consider what level of estate planning you need or if any current documents you may have are out of date. We partner with you to protect your family’s future and to preserve all that you have worked for.

Simple Wills to Complex Trusts, Exactly Right for You

At Culpepper Law, we don’t offer a “one size fits all” estate plan. We form a working relationship with our clients: we educate you, get to know your family, discuss your concerns and goals, and gladly and patiently answer every question. The result is a plan that fits your life, not someone else’s.

Do I Need a Will or a Trust?

A last will and testament names who receives your property, who manages your estate, and, critically for young families, who raises your children if something happens to you. But a will alone still goes through probate court.

A revocable living trust, properly funded and maintained over time, lets your family avoid the cost and delay of probate, keeps your affairs private, and can minimize or eliminate estate taxes. For many Ohio families, a trust-based plan is the difference between a smooth transition and 9 to 18 months in probate court. We’ll help you weigh both honestly, including telling you when the simpler option is enough.

What's Included in Your Estate Plan

Most complete plans we build include: a will or revocable living trust, financial power of attorney, health care power of attorney, living will, HIPAA authorizations, and guidance on beneficiary designations and asset titling (the step most DIY plans miss).

Ready to protect your family's future?

Getting Started

Before we meet, we’ll ask you to do some “homework” that helps you understand what you own and helps us advise you on planning options. At your first appointment, we’ll review it together, walk through our process, and decide together whether it makes sense to design a plan for your family.

Susan T.

I really enjoyed working with Culpepper Law because I enjoyed the relational aspect of how they treated their clients and the process. I really felt good about in the end where my money went to, and the value, and the services I received.

Thomas M.

When I think of Culpepper Law, one word comes to mind, and that’s clarity… the legal system today, I can’t understand it, but Culpepper Law puts it down in such a way that, not only do I understand it, but I can embrace it and use it to my purpose.

Meet Our Attorneys

Tom L. Culpepper

Managing Attorney

Jesse Kufeldt

Associate Attorney

Patty Niswonger

Ohio Bar Certified Paralegal

Shelby Arnold

Paralegal

Contact Us

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Custom Estate Plan

The foundation of your estate plan will often include a revocable living trust, which when done properly and maintained over time, should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.

At Culpepper Law, we do not offer a “one size fits all” estate plan. We form a working relationship with our clients. We educate you, take the time to get to know you and your family. We will discuss your concerns, your goals, and will gladly and patiently answer all of your questions. Our goal is to create an estate plan that is exactly right for you.

Frequently Asked Questions

What happens if I die without a will in Ohio?

Ohio's intestacy laws decide who inherits, and a probate judge decides who raises your minor children. The state's plan is rarely the one you would have chosen.

How often should I update my estate plan?

Review it every 3 to 5 years, or after any major life event: marriage, divorce, a new child or grandchild, a move to Ohio, or a significant change in assets.

How much does an estate plan cost?

We quote flat fees after your first meeting, so you'll never be surprised by a bill, and you can ask questions freely without watching the clock.

Ready to protect your family's future?

Call +1 (937) 589-4144 or contact us online.