Resources

There are many other agencies that may be helpful to you in answering your estate planning and probate questions.

Davidson County Probate Court Clerk: Access probate dockets, local court rules, e-filing portals, forms, and conservatorship guidelines for Metro Nashville/Davidson County.
Davidson County Register of Deeds: Enroll in the free Property Fraud Alert system.
Davidson County Trustee: Verify current property tax balances and tax relief status during estate administration or trust funding.

Williamson County Chancery Court (Probate Division): Review probate procedures, local filing schedules, and Clerk & Master contact details for estates administered in Franklin and Brentwood.
Williamson County Register of Deeds: Search land records, submit real estate recordings, and verify deed transfers within Williamson County. Some searches may require a subscription. If we can assist you in finding a Williamson County deed or property record, please let us know.
Williamson County Property Assessor: Research parcel ownership, property dimensions, and assessed valuations required for estate asset schedules.
The Brentwood Public Library offers estate planning resources through its physical book collection ("Explore the Stacks"), downloadable ebooks and audiobooks via the Libby app, and access to online legal and reference materials through its A-Z Library Databases.

Tennessee Department of Health – Office of Vital Records: Official instructions for ordering certified death certificates needed by financial institutions, title companies, and probate courts.
Tennessee Department of Revenue – Tax Guidance: Guidance confirming Tennessee’s complete repeal of state estate and inheritance taxes for decedents.
Tennessee Administrative Office of the Courts: Access Tennessee Court Rules, judge directories, and state-level civil procedure mandates.
Justice for All TN / Legal Aid Resources: Public legal assistance guides and free civil legal answers for families needing basic guidance.
Tennessee Code (Unannotated): Public access to Tennessee statutes through Lexis.
Tennessee Division of Tenncare: The official online portal for TennCare, Tennessee's Medicaid program, providing information, applications, policies, and resources for members, applicants, providers, and those seeking long-term services and support.
Tennessee State Treasury – Unclaimed Property Division: Search portal for executors, trustees, and heirs to locate forgotten bank accounts, utility deposits, uncashed dividend checks, or safe deposit box contents owed to a deceased family member. Sometimes it is necessary to open a probate or estate administration case to obtain unclaimed property from the state. If we can assist you in recovering unclaimed property, please let us know.

Internal Revenue Service – Estate and Gift Taxes: Access IRS Form 706, current federal gift tax exclusions, and online applications for Estate Employer Identification Numbers (EINs).
Social Security Administration – Deceased Beneficiary Reporting: Protocol for reporting a death, stopping monthly benefit payouts, and applying for one-time lump-sum death benefits or survivor benefits.
U.S. Department of Veterans Affairs – VA Survivors & Burial Benefits: Information on military honors, cemetery allowances, and survivor pensions for deceased veterans.