Murfreesboro, TN asked in Estate Planning for Tennessee

Q: Husband died. All assets were jointly owned except 1 Roth account worth $30K. Do I have to name our 2 adult children as

heirs when I file my small estate affidavit in Rutherford county Tennessee. All I am looking to do is transfer husbands funds into my own Roth account. Technically there was no will, but I did find a handwritten, signed paper from my husband stating that all his worldly possessions were left to me.

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1 Lawyer Answer
Frank J. Steiner
Frank J. Steiner
  • Estate Planning Lawyer
  • Nashville, TN
  • Licensed in Tennessee

A: The Roth account might have a beneficiary identified - Check with the institution holding the Roth account. You may not need to open a small estate

Nina Whitehurst agrees with this answer

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