[OH] [OH] How do I file a small estate affidavit for transferring stock?
Hi — who do we submit a small estate affidavit to in Montgomery County, Ohio? Is that the only form needed to have the small estate affidavit processed?
12
3
Solved
You submit a small estate affidavit to the Montgomery County Probate Court. This is where you file for the simplified probate process for small estates (Ohio Revised Code § 2113.03). He will also need a certified death certificate. Has he contacted the holding company to see if they have their own packet for stock transfer?
0
Ohio Small Estate Affidavit Form
Create Document
Full Conversation
Hi — who do we submit a small estate affidavit to in Montgomery County, Ohio? Is that the only form needed to have the small estate affidavit processed?
I understand that navigating the small estate affidavit process can be confusing. Have you already gathered all the necessary documents related to the estate?
I don't know.
Are you aware of any specific requirements or deadlines set by Montgomery County for submitting the affidavit?
I don't know.
Is there anything else the lawyer should know before I connect you?
I don't know.
Thank you for using this service! I’m reviewing your question. Have you already gathered all the necessary documents related to the estate?
I don’t know if anything else is required in order to get a small estate affidavit approved in Montgomery County, OH. I’m assisting my uncle. His wife passed away, and he found a stock certificate in her name. He needs it transferred to his name, and the holding company requires a small estate affidavit. There was no will. So all he has to do is submit that form with the death certificate, and that’s it? No other forms required?
You submit a small estate affidavit to the Montgomery County Probate Court. This is where you file for the simplified probate process for small estates (Ohio Revised Code § 2113.03). He will also need a certified death certificate. Has he contacted the holding company to see if they have their own packet for stock transfer?
OK, thank you.
Thank you.
Jessica B
29,480 satisfied customers
5 lawyers online now
14
4
Answered 7 days ago
Disclaimer
By messaging AskaLawyer.com, you agree to our Terms and have read our Privacy Policy.
The information provided on AskaLawyer.com is for general informational purposes only and does not constitute legal advice. While we strive to ensure the accuracy and timeliness of the information presented, we make no guarantees regarding its completeness or applicability to your specific circumstances.
Use of this website does not create an attorney-client relationship between you and AskaLawyer.com or any of its attorneys. Communications through this website, including any responses from attorneys, are not privileged or confidential. For advice tailored to your individual situation, we recommend consulting a licensed attorney in your jurisdiction.
AskaLawyer.com disclaims any liability for actions taken or not taken based on the content of this site. We are not responsible for any third-party content that may be accessed through this website. Reliance on any information provided herein is solely at your own risk.
