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Tennessee Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Tennessee on
Q: Why would 10+ year old misdemeanors disqualify me from being administrator of a small estate in TN?

The only living heir, my wife, authorized for me to act on her behalf in closing out my late father-in-law's small estate (under $50k). The judge denied me being elected based on simple possession (marijuana) charges that are over 10 years old. This feels punitive in nature, as I have already... View More

Anthony M. Avery
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answered on Nov 27, 2024

You are ineligible to serve as a Personal Administrator by Statute. Get Wife to serve as Administratrix by Motion to the Court.

1 Answer | Asked in Estate Planning for Tennessee on
Q: I'm a beneficiary to my brothers retirement receiving monthly lifetime payments from Emerson electric retirement plan is

The retirement plan has so many ammendments i can't determine if I can or can not change it I ve tried contacting the administrator with no luck

Anthony M. Avery
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answered on Nov 18, 2024

You will need an attorney to read the Plan and any associated Handbooks. Beneficiaries rarely can change any part of a retirement plan once vested.

2 Answers | Asked in Estate Planning for Tennessee on
Q: What does the wording" reserving onto Herself and estate for life" mean in a quit claim deed?
Nina Whitehurst
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answered on Nov 8, 2024

Assuming there was a typographical error in your recitation of the facts such that “and” was really “an”, that wording means that the grantor is still the owner until she passes.

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1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Tennessee on
Q: How long after someone being served does it take to set a court date for a partition sale?

I cosigned for a house with my daughter-n-law. They have cut off all communication and making late or no payments at all that is affecting my credit. I hired a lawyer 8 months ago. And he doesn't communicate with me without yelling at me. And I still have no court date set. How long after now... View More

Anthony M. Avery
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answered on Oct 23, 2024

The Partition Sale may not work because lack of equity. Your lawyer needs to make an estimate of this. If it is not economically feasible then it will be dismissed. Your lawyer can move the Court for a trial date, and it is usually a simple trial. You are trying to get an order for sale for... View More

1 Answer | Asked in Estate Planning for Tennessee on
Q: i am someone's power of attorney and he has been sentenced to 7 years in prison. he get social security. but he lost his

cards and doesnt know what account his check is supposed to go in.

what do i need to do ?

Seamus Kelly
Seamus Kelly
answered on Oct 10, 2024

Contact the local Social Security Administration office. Make sure to have the Power of Attorney (or POA) ready to send to them to prove you have the individual's authority to make the inquiry. You should also be able to access all of his bank accounts with the POA.

1 Answer | Asked in Real Estate Law, Criminal Law, Estate Planning and Elder Law for Tennessee on
Q: Can a power of attorney block and or control visitation on his property from the principals children against his wishes?

The power of attorney built a home on the principals property the principals had no conflict with his children and planned for his daughter to spend the week for his birthday the power of attorney has blocked all communication from the principals other children against his wishes and told them to... View More

Cayley Turrin
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Cayley Turrin
answered on Oct 3, 2024

Depends on the specific power of attorney. I would consult with the attorney that drafted it.

1 Answer | Asked in Estate Planning and Elder Law for Tennessee on
Q: My mother had a revocable living trust. She passed in2020 and I am her only child. No one was named as trustee. How can
Anthony M. Avery
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answered on Aug 22, 2024

If no trustee then no trust was created. Are there assets titled in the trust's name? If so you need an attorney to go after those assets and have them declared owned by Mother's Heirs and Next of Kin.

1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Landlord - Tenant for Tennessee on
Q: In Tennessee, if I lived with my grandmother, she passes, leaves the house in a trust to my mother, I’m still a tenant ?
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answered on Jul 26, 2024

Apparently you have not interest in the property except possession. The owner can sue you for possession.

1 Answer | Asked in Estate Planning for Tennessee on
Q: My wife passed away in June 2024 in TN. Is her Last Will and Testament still valid if executed and signed in KY in 2002

I am her spouse and also stated as her Executor in this document.

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answered on Jul 22, 2024

If it meets TN execution requirements, and it is a complete Will, then yes. But you need to see if Probate is needed first. If Court rejects it, then be prepared to post a Bond as the Administrator.

1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Probate for Tennessee on
Q: My mom died last year and my dad passed the other day I have always lived with them

My mom died last year and my dad passed the other day I have always lived with them but I live in the garage. Well dad passed with no will and before I got home from his service all dad's kinfolk had done got his safe emptied his bank account, even boarded up the place so I couldn't get... View More

Anthony M. Avery
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answered on Jul 18, 2024

You may be the sole heir and next of kin of Father. If so, you own all that property. But getting back property now is often impossible. Who is the home deeded to? You may be the owner and need an Affidavit of heirship. Hire an attorney to see who the heirs are. Probate may not be a... View More

1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: My mother died over 2 years ago. She left a will naming my brother and me beneficiaries. The bank will not release her

money unless we take it to probate. All she had in her estate was a home not paid for and her bank acct. We can not afford to go to probate court. What can we do? Less than 4000.00 in bank acct.

Anthony M. Avery
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answered on Jul 18, 2024

You will need to file a Small Estate Affidavit, which still costs money, necessitates an attorney and takes some work and time. Otherwise the bank gets to keep the money. This happens all the time. Will probably makes no difference.

1 Answer | Asked in Estate Planning for Tennessee on
Q: Mother is deceased,but house was put in 3 siblings name a year before she passed,one lives in the house other 2 want to

Sale,he has lived with her for 13 years,only helping with taxes & ins.last 4.put money in house repairs $20,000 but paid no rent.is he entitled to be reimbursed

Anthony M. Avery
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answered on Jun 14, 2024

When an owner files a Partition Suit, then he can claim an equitable reimbursement for his contribution. He may or may not receive it added to his share if any.

1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: My mother died in Tennessee. She had an Edward Jones account with my sister, myself and my brother named as beneficiary.

There wasn't any percentages given as to the division of account. Who is entitled to the money in the account?

Nina Whitehurst
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answered on Apr 12, 2024

A beneficiary designation like the one you described is usually interpreted as meaning equal shares.

2 Answers | Asked in Estate Planning, Real Estate Law and Probate for Tennessee on
Q: My husband passed away in January and his mother went and took all his belongings out of our cabin. A crime??

Me and our children are the heirs. What can I do she won't speak with me.

Nina Whitehurst
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answered on Apr 10, 2024

Hire a probate attorney. Get yourself appointed as executor or personal representative. Then as executor or PR sue her for the return of items stolen from the estate.

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1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: I need to know if I have the tenant right to survivorship on savings and checking account that I was joint with my dad

Do I have to add to the estate and share amongst my siblings ?

Anthony M. Avery
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answered on Apr 4, 2024

If you are a joint tenant on a bank account, and the other tenant dies, then the money is yours individually. Ask the bank and look at the signature care for the account.

1 Answer | Asked in Estate Planning and Health Care Law for Tennessee on
Q: Can I request medical records from the hospital from my stepfather if I'm the beneficiary on his life policy

My stepdad passed away in October and he had a life insurance policy which I am the Beneficiary of he also lived with me and my wife for the last two years before he passed the life insurance company is doing an investigation because this policy was written 6 months before he passed, the death cert... View More

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answered on Mar 20, 2024

Being a designated insurance beneficiary does not give you standing except to sue on the insurance policy. If under $25K, you might file suit against the carrier in General Sessions. I suggest hiring an attorney to pursue your policy amount. It will be difficult if you do not have a copy of... View More

1 Answer | Asked in Estate Planning for Tennessee on
Q: My mom has passed. My father's will states everthing is divided equally between my sister and l.

What if l die before my dad? Will my sister get everything or will my daughter inherit my portion. His grandchildren are not named in will.

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answered on Feb 5, 2024

Your question cannot be answered without reviewing the will. It could go either way. It depends on how the will is worded. You should schedule a consultation with a probate attorney in your area.

2 Answers | Asked in Estate Planning and Probate for Tennessee on
Q: Need clarification on wording: On a Tennessee Deed in my father and stepmothers name.

I looked up Tennessee law and it says if someone dies without a will the home is divided between the children and spouse with spouse receiving no less then one third.

The deed says : My fathers name and his wifes name there heirs and assigns forever in fee simple

Grantor covenants... View More

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answered on Jan 26, 2024

Ownership of real property by husband and wife creates a tenancy by the entirety unless the deed specifies a different form of ownership. When one dies the other becomes the sole owner.

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1 Answer | Asked in Estate Planning, Foreclosure and Real Estate Law for Tennessee on
Q: Balloon pmt due on mortgage the day owner passes away.No will, no one on loan or deed, how long before foreclose?
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answered on Dec 18, 2023

Read the recorded Deed of Trust, and a copy of the Note if available. Usually acceleration occurs, then default. Then three foreclosure notices in the paper before the Courthouse door sale. Usually anywhere from 45 days to 4 months.

1 Answer | Asked in Estate Planning for Tennessee on
Q: How do I find a copy of our will made years ago?
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answered on Dec 14, 2023

If you cannot locate it, then make a new one which will revoke any others. Make sure it is drafted by an attorney and executed according to Statute.

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