Estate planning is the process of organizing and arranging your assets to help ensure they’re transferred according to your wishes upon your death or incapacitation. Creating a comprehensive estate plan can help protect your loved ones and your assets – and give you peace of mind. Please see the appropriate documents below for your estate planning needs.
Name Affidavit
A name affidavit is a sworn statement that verifies the identity of an individual, particularly when their name is used differently on various documents or in different contexts. It is used to confirm that the person signing the document is the same person as identified by other names or signatures.
Last Will and Testament
A Last Will and Testament is a legal document that outlines how a person wishes their assets to be distributed after their death. It also allows for the appointment of a guardian for minor children and an executor to manage the estate.
Download Last Will and Testament Template
Small Estate Affidavit
In Tennessee, a small estate affidavit allows heirs to bypass the full probate process for estates valued at $50,000 or less. It’s a simplified method for transferring assets to heirs, but it cannot be used for estates involving real property or if probate proceedings have already started. The affiant must be a competent adult, and all heirs must consent to the process.
Download Small Estate Affidavit
Download Petition for Administration of a Small Estate
Tennessee Durable POA
Allows someone to appoint a representative (called an attorney-in-fact) to manage their finances even if they become incapacitated. This form ensures the designated agent’s authority continues to be valid despite the principal’s potential inability to make decisions for themselves.
Download TENNESSEE DURABLE FINANCIAL POWER OF ATTORNEY Form
Tennessee General Power of Attorney
Allows you to appoint someone to handle financial matters on your behalf. This document is not durable, meaning it becomes void if you become incapacitated. It grants broad authority, including financial transactions, real estate dealings, and other legal actions.
Download TENNESSEE GENERAL POWER OF ATTORNEY Form
Tennessee Limited Power of Attorney
Grants an agent specific, limited authority to act on behalf of the principal (the person granting the power of attorney. It’s a way to authorize someone to handle specific tasks without giving them general control over all of your affairs.
Download Tennessee Limited Power of Attorney Form
Living Will Advance Directive
A legal document that allows you to express your wishes about medical treatment, especially in the event of an incapacitating illness or injury. A living will, also known as an advance care directive, outlines your preferences for treatment, including life-sustaining measures, and is a crucial part of advance care planning. An advance directive may also include a designation of a healthcare proxy or power of attorney to make decisions on your behalf if you are unable to do so.