Ohio Living Trust Kit: Revocable Living Trust Estate Plan (8 Templates)

Ohio Revocable Living Trust Estate Plan Kit (8 Templates)

An Ohio living-trust estate plan: revocable living trust, general assignment to fund it, pour-over will, statutory form power of attorney, health care power of attorney, living will declaration, HIPAA release, and final memorial plans.

What's included

• Start Here cover with contents and a signing-requirements chart
• Health Care Power of Attorney (11 pages): names a health care attorney in fact and alternates under Ohio Rev. Code 1337.11 to 1337.17, opens with the Notice to Adult Executing This Document required by section 1337.17 (reproduced verbatim, with its required capitals), and includes the capitalized nutrition and hydration statement with an initial line, immediate access to health information, and an optional guardian nomination.
• Living Will Declaration (7 pages): a declaration about life-sustaining treatment in a terminal condition or a permanently unconscious state, using the terms and definitions of Ohio Rev. Code 2133.01 as section 2133.02 requires, with the capitalized nutrition and hydration statement, persons to be notified, and the detachable donor registry enrollment form that section 2133.07(C) requires in printed declaration forms.
• HIPAA Authorization / Release (10 pages): lets the people named receive protected health information from doctors, hospitals and health plans. Built on the federal core elements (45 C.F.R. §164.508), with an optional written release of HIV test results naming recipients and a time period (Ohio Rev. Code 3701.243), an optional consent for mental health hospitalization records (Ohio Rev. Code 5122.31), an optional psychotherapy-notes exhibit, and a revocation form.
• Final Memorial Plans (10 pages): written wishes for burial, cremation or other disposition, services, and costs, plus the written declaration appointing a representative for the right of disposition in the form of Ohio Rev. Code 2108.72(B), reproduced verbatim.
• Statutory Form Power of Attorney (11 pages): the statutory form power of attorney in Ohio Rev. Code 1337.60, reproduced verbatim with its Important Information and Important Information for Agent, plus the optional Agent's Certification in section 1337.61 and sample special instructions.
• Revocable Living Trust (11 pages): a single-settlor revocable trust under the Ohio Trust Code (Ohio Rev. Code 5806.02), with incapacity and successor trustee provisions, Schedule A (trust property record), funding notes, and a Certification of Trust containing each item required by Ohio Rev. Code 5810.13.
• Pour-Over Will (7 pages): a will that sends assets left in the signer's individual name to the trustee of a living trust at death (Ohio Rev. Code 2107.63), names an executor and a guardian for minor children, and includes an attestation clause for two witnesses. A pour-over will does not by itself avoid probate.
• General Assignment to Trust (6 pages): assigns household goods, personal effects and other personal property to the trustee of the revocable living trust, naming the trustee as Ohio Rev. Code 5810.14 describes, with trustee acceptance and a schedule for describing specific assets.

Each document starts on its own page with plain-English completion notes, followed by the blank form. Where Ohio law supplies a form or required notice, the statutory wording is reproduced verbatim.

Signing requirements (Ohio)

• Health Care Power of Attorney: signed at the end and dated, then either two adult witnesses or a notary acknowledgment. Relatives by blood, marriage or adoption, the attorney in fact and alternates, the attending physician, and a nursing home administrator may not witness (Ohio Rev. Code 1337.12).
• Living Will Declaration: signed at the end and dated, then either two adult witnesses (not related by blood, marriage or adoption, not the attending physician, not a nursing home administrator) or a notary acknowledgment (Ohio Rev. Code 2133.02).
• HIPAA Authorization / Release: signature and date only; no witnesses or notary are required. The optional HIV release and mental health records consent are signed separately.
• Final Memorial Plans: the declaration is signed and dated before a notary or two adult witnesses who are not related to the declarant (Ohio Rev. Code 2108.73).
• Statutory Form Power of Attorney: signed by the principal (Ohio Rev. Code 1337.25); the form includes a notary acknowledgment, which banks and title companies expect and which is needed before an agent signs or records real estate documents (Ohio Rev. Code 1337.04).
• Revocable Living Trust: signed by the settlor as settlor and trustee; the Ohio Trust Code requires no witness or notary, and a notary acknowledgment is included and recommended.
• Pour-Over Will: signed at the end by the testator and attested in the testator's conscious presence by two competent witnesses age 18 or older (Ohio Rev. Code 2107.03). The trust must be signed first or the same day (Ohio Rev. Code 2107.63). No notary is required.
• General Assignment to Trust: signed by the owner and accepted by the trustee; a notary is optional and recommended.

File formats

Editable Word (.docx) and print-ready PDF (US Letter) for every document, delivered as a ZIP digital download. Nothing is shipped.

Legal research last verified September 29, 2026.

This is a fill-in template, not legal advice. Laws change; check your state's current requirements before signing.

Licensed to the original purchaser for personal use only; not for resale or redistribution.

Some content in this template was drafted with the help of AI tools and reviewed before listing.