Estate Planning

Ensuring your family’s future is important. A comprehensive estate plan allows you to protect your financial legacy for generations to come. Estate planning is not just about the transfer of wealth; a plan tailored for your specific goals can also serve as a set of instructions for your loved ones so that your personal wishes about the distribution of property are honored and your position on personal medical and financial decisions is clear. Working with your accountant and financial advisor, we use our knowledge and experience to create a plan that reflects your values and ensures family harmony. Our services include:

  • Simple wills
  • Living wills and advanced directives
  • Wills with testamentary trust provisions
  • Revocable living trusts
  • Irrevocable grantor trusts
  • Irrevocable life insurance trusts
  • Durable powers of attorney for medical care and finances

Probate

We know the death of a loved one is a difficult and stressful time.  Our attorneys can guide you through the process of estate administration, including the resolution of disputes through mediation or litigation in Court.  We work with personal representatives to ensure compliance with Tennessee law on distribution of property, either through the probate of a will or administration of an intestate estate, including providing the following services:

  • Assessment and administration of an estate through probate if necessary.
  • Resolution of creditor claims.
  • Identification, organization and valuation of personal property.
  • Collection of monetary assets such as life insurance proceeds.
  • Distribution and/or liquidation of assets.
  • Muniment of title.

Conservatorships

Serving as a caregiver for an adult family member or loved one with diminished capacity means resolving legal, financial, and practical challenges on a regular basis. In some situations caregivers must assume legal authority to make decisions on behalf of a loved one. When no advanced directives or powers of attorney are in place to provide this authority a court can appoint a conservator  to communicate with health care providers and financial institutions and make medical and financial decisions on another’s behalf. Courts must make very specific findings of fact before granting a person such significant authority over another; consequently obtaining a conservatorship is not simple and can be especially challenging in the case of emergencies.  Courts require medical testimony concerning the physical and mental health of your loved one as well as documentation concerning that person’s finances. We can assist you in navigating this legal process, ensure compliance with Tennessee conservatorship laws and provide ongoing guidance concerning your rights and obligations as a conservator.