Services

WHAT WE DO

Provide for Your Family

We will create an estate plan for you that respects your wishes and provides for your family as effectively and efficiently as possible.

Avoid Probate

More clients than ever are seeking to avoid probate for their estates. Whether they have been through a will contest or dispute or just a lengthy and expensive process, they want to keep their estate out of court. With careful planning, probate can likely be avoided.

Protect Yourself First

The preparation of durable powers of attorney and advanced medical directives ensure that your decisions regarding your care and finances are followed and provide your loved ones with clear instructions if you are not able to.

If You Die Without A Will

State law dictates how your estate will be handled and the court will decide by whom. While this may work for you, most people will have family or financial situations making this less than ideal. Get more information on Intestate Succession on the Resources page.

Fundamental Estate Planning Tools

  • Revocable Living Trusts

  • Last Will and Testament

  • Beneficiary and Transfer or Payable on Death Designations

  • Powers of attorney

  • Advance Health Care Directives/Living Wills


Revocable Living Trusts: What they do and don’t do

A revocable trust or “living trust” is a flexible estate planning tool that is primarily intended to keep your estate “out of probate.” It may also help safeguard your assets, maintain your privacy, and provide clear direction for your family's future.

You remain in charge. Buy, sell, modify, or revoke your trust at any time—managing your property exactly as you do today. Establish precise instructions for how your investments, real estate, and accounts are managed during your lifetime and distributed after your death. Keep your affairs private and shield your loved ones from lengthy, costly court processes. Your assets transfer directly and efficiently.

Revocable Living Trust Documents

  • Individual or Joint Revocable “Living” Trust

  • Pourover or specific Last Will and Testament 

  • Certificate of Trust

  • Deeds of real property to trust

  • Funding Instructions

  • General and/or specific assignments of assets to trust

  • Successor Trustee instructions

  • Free updates and retainer options

  • Durable Financial Powers of Attorney

  • Healthcare Powers of Attorney

  • HIPPA Authorization

  • Advance Medical Directive/Living Will

Simple Wills and Testamentary Trusts

Do you need a will or trust? Sometimes a living revocable trust is not necessary. If all of your assets have primary and contingent beneficiaries named and you do not own any real estate a simple will may be all you need at this time. Even if you have minor children, you can provide for them using a testamentary trust in your will. You can also nominate your preferred guardians for your children. Young couples or families often opt for this reciprocal wills plan. 

Simple Will Documents

  • Last Will and Testament (with or without Testamentary Trust)

  • Beneficiary and Transfer or Payable on Death Designations

  • Powers of attorney

  • Advance Health Care Directives/Living Wills


This plan will not avoid the probate process. However, court-supervised estate administration in Tennessee, though time consuming, is not as difficult as many other jurisdictions and can provide some benefits.

Every client’s situation may be different. Schedule a free consultation to get your questions answered.