Nick Rosenbauer hosts one of the top-rated estate planning podcasts in the country, a detail that reveals something specific about how the Rosenbauer Law Office operates: the firm treats education as part of the legal service. Clients who arrive at 7334 Tylers Corner Drive in West Chester have often already learned the vocabulary of estate planning through the “Complete Estate Planning” podcast before their first appointment.
Overview
The Rosenbauer Law Office, LLC is an estate planning and trust administration firm based in West Chester, Ohio, serving the greater Cincinnati metro area. Founded on the principle that people deserve better with their estate plans, the firm focuses exclusively on the legal matters surrounding asset protection, end-of-life planning, and the transfer of wealth across generations.
Attorney Nick Rosenbauer founded the firm after beginning his legal career at a Dayton, Ohio firm that concentrated on Social Security disability, a background that gave him deeper insight into the planning challenges facing families with loved ones who have disabilities or special needs. He has been in private practice for over a decade and holds a law degree from the University of Dayton School of Law.
Rosenbauer is a member of the Ohio State Bar Association and the Cincinnati Bar Association, where he has served on the Estate Planning and Probate Committee. He commits to over 40 hours of continuing legal education per year in his area of practice.
The firm’s phone number is (513) 463-6789. The website is cincinnatiestateplan.com
Practice Areas
Estate Planning
The firm’s core service is comprehensive estate planning for individuals and families. This includes creating or updating wills, establishing trusts, preparing powers of attorney, and drafting health care directives. The firm takes a planning-first approach, building documents around the specific circumstances of each client rather than assembling standard forms.
Estate plans created by the firm address both the distribution of assets at death and the management of affairs during incapacity. The goal is to ensure that assets go where clients intend, that the right people have authority to act when needed, and that family members are not left navigating legal uncertainty at difficult moments.
Wills
A properly drafted will is the foundation of most estate plans. The firm drafts wills that clearly designate beneficiaries, name executors, and address the distribution of both financial assets and personal property. For clients with minor children, wills include naming a guardian.
Trusts
Trusts offer advantages that wills alone cannot provide, including the ability to avoid probate, provide for ongoing management of assets for beneficiaries who are minors or who have special needs, and in some cases, reduce estate tax exposure. The firm establishes revocable living trusts, special needs trusts, and other trust structures appropriate to the client’s situation.
Powers of Attorney
A durable power of attorney designates a trusted person to manage financial and legal affairs if the principal becomes incapacitated. Without one, a family may need to go to court to obtain authority to manage their loved one’s finances. The firm prepares both financial powers of attorney and health care powers of attorney.
Business Succession Planning
For business owners, the firm handles entity formation, operating agreements, and succession planning to minimize liability and position businesses for long-term continuity. This service recognizes that for many Ohio families, the business is the most significant asset that needs to be addressed in the estate plan.
Trust Administration
After a death, when assets are held in trust, the trustee has legal obligations to administer the trust properly. The firm assists successor trustees with the administration of trusts following the death of the trust creator.
Attorney Profile
Nick Rosenbauer is the founder and managing attorney of the Rosenbauer Law Office. He was born and raised in Fort Thomas, Kentucky, and earned his J.D. from the University of Dayton School of Law, where he concentrated on advanced estate and tax planning during his studies. His legal practice began at a Dayton firm focused on Social Security disability, which exposed him to planning challenges for families with disabled members before he shifted to estate planning in private practice.
He is licensed to practice law in Ohio, is a member of the Ohio State Bar Association and Cincinnati Bar Association, and serves on the Estate Planning and Probate Committee of the Cincinnati Bar Association. He hosts the “Complete Estate Planning” podcast.
The firm offers upfront, flat-fee pricing rather than hourly billing, a structure that clients consistently note as a distinct feature of working with the office.
Location and Service Area
Address: 7334 Tylers Corner Drive, Suite 450, West Chester, OH 45069
Phone: (513) 463-6789
Website: cincinnatiestateplan.com
The office is in West Chester, Ohio, a suburban community north of Cincinnati in Butler County. The firm serves clients throughout the greater Cincinnati metropolitan area, including Hamilton, Butler, Warren, and surrounding counties.
Client Focus
The Rosenbauer Law Office works with individuals and families who want a comprehensive estate plan, as well as people who have an existing plan that needs updating due to changed circumstances, such as marriage, divorce, new children, or significant changes in financial position. Business owners who need succession planning integrated into their broader estate plan are a specific focus.
The firm’s flat-fee pricing model is designed to give clients cost certainty, which removes the hesitation that hourly billing can create around asking questions and requesting revisions.
Frequently Asked Questions
Does the Rosenbauer Law Office charge hourly rates?
No. The firm offers upfront, flat-fee pricing for its estate planning services. Clients know the cost before work begins, with no hourly billing surprises.
What is the difference between a will and a trust?
A will takes effect at death and goes through the probate process to distribute assets. A trust can manage assets during life and at death, generally without probate. Trusts offer greater privacy and can provide for ongoing management of assets for beneficiaries. An estate plan may include both.
Does the firm handle estate planning for people with special needs family members?
Yes. Nick Rosenbauer’s background includes experience with disability planning, and the firm handles special needs trusts designed to preserve government benefit eligibility for beneficiaries with disabilities.
Does the firm help business owners with succession planning?
Yes. The firm handles business succession planning as part of a comprehensive estate planning practice, addressing entity formation, operating agreements, and transfer strategies for business owners.
How can I contact the firm?
The firm can be reached at (513) 463-6789. The website is cincinnatiestateplan.com
Closing
Estate planning decisions carry long-term consequences for families, and the quality of the documents and the planning behind them matters. The Rosenbauer Law Office in West Chester approaches this work as a family-first practice with an attorney who combines formal training in advanced estate and tax planning with more than a decade of direct client experience. The firm serves the greater Cincinnati area. Contact the office at (513) 463-6789 or visit cincinnatiestateplan.com