Living trusts and estate planning · Hendersonville, Sumner County

No one wants to spend a year in probate court after the loss of a loved one. A revocable living trust for Hendersonville families means they won't.

Probate in Sumner County means the Chancery Court at 155 East Main in Gallatin: a probate attorney, court costs, a public file, and at least four months by law for creditors to come forward before the estate can close. The lake house, the accounts, the boat, all of it waits. A revocable living trust holds them instead, and your family carries on without a case.

Have the thirty-minute conversation →

It costs nothing. You leave knowing what you need and what it costs, in writing.

Call Vanderpool Law: (615) 771-9800 Do I need a trust? →

Revocable living trusts · Wills · Powers of attorney · Hendersonville, Tennessee

Vanderpool Law puts the plan in place while you're here to make the decisions, so your Hendersonville family never spends that year. Thirty minutes to talk it through, no charge, no obligation.

Hendersonville, Tennessee Since 2002 15,000+ closings 5★ Google-rated

In short: A will does not avoid probate; it guarantees it. A funded revocable living trust passes a Hendersonville house to the people you name with no court case in Gallatin and no public file. A complete plan also says who decides for you if you cannot, and where the accounts go. Vanderpool Law prepares the trust, the pour-over will, the powers of attorney and the deed into the trust, and records the deed at the Sumner County Register of Deeds, for one flat fee quoted in writing after a thirty-minute conversation that costs nothing. For a family in a rough patch, there is the trust scholarship.

A living trust for a Hendersonville family

Hendersonville is a lake town of homeowners: the Indian Lake peninsula and Sterling Cove, the older streets off Walton Ferry Road, the new blocks of Durham Farms, and a long shoreline on Old Hickory Lake. Most of what a Hendersonville family owns is a house, and a house in your own name at your death goes to probate in the Sumner County Chancery Court in Gallatin, in public, for months, before anyone can sell it or move into it.

A funded revocable living trust changes that. You deed the house into the trust while you are alive, you keep complete control, and at your death the trust passes it to the people you named with no court case and no public file. The deed is recorded at the Sumner County Register of Deeds on North Belvedere Drive in Gallatin, the same office where Vanderpool Law records deeds for its closings every week. We prepare it, we record it, and we check that it did what it was supposed to do.

The house is the biggest question, not the only one. The same plan says who pays your bills and signs for you if you cannot, who speaks for you at Sumner Regional or Vanderbilt, and where the retirement accounts and the life insurance go, which is decided by a beneficiary form and not by the will. Vanderpool Law is in Franklin, about forty-five minutes down I-65 and Vietnam Veterans Boulevard. The first conversation is thirty minutes, by phone or in person, and costs nothing. You leave it knowing in plain English what you need, whether a trust or a will, and what it costs, in writing, before you decide anything.

If the price is the thing standing in the way, say so in the first conversation. For a family that is truly going through a rough time and still needs a trust, Vanderpool Law has payment arrangements and, in certain situations, may offer a trust scholarship: the complete package, nothing left out, at a reduced fee or at no fee.

A complete plan, not just the house

One flat fee, one set of documents, each with one job. For a Hendersonville family the package is usually these five.

  1. The revocable living trust

    Holds the house and the accounts you put in it. You keep complete control while you live; at your death it passes everything in it to the people you named, with no court case in Gallatin and no public file.

  2. The pour-over will

    The short backstop behind the trust: anything left outside it goes in.

  3. The durable power of attorney

    Who pays your bills, signs for you and keeps your beneficiary forms current if you cannot. Without one, your family asks a judge to appoint a conservator, with a lawyer, a hearing and a court file with your name on it.

  4. The healthcare power of attorney and advance directive

    Who speaks for you at the hospital and what you want them to say. A financial agent cannot make medical decisions; this is its own document.

  5. The assignment of personal property and the certification of trust

    One page sends your furniture, jewelry and keepsakes into the trust instead of probate; the other is the proof your bank asks for when you move an account.

Making it easy from Hendersonville

The thirty-minute conversation is by phone or at the Franklin office, whichever suits you, and it costs nothing. Bring the deed to the house and any will or trust you already have, and we review them, complimentary, and tell you honestly whether they do the job. The deed into the trust is prepared and recorded in Gallatin by us; you do not make that trip. Ask about where you sign; we will tell you what we can do for your situation.

Questions Hendersonville families ask about trusts

These are the questions Google shows people in Hendersonville who search for a trust attorney, answered here in Sumner County terms, each with its full answer one click away.

How much does a living trust cost in Tennessee?

Online, a cheap set of papers no attorney reviews, plus a subscription. At some offices, $10,000 or more. At Vanderpool Law, one flat fee for the complete package, the trust, the pour-over will, the powers of attorney and the deed into the trust, quoted in writing after a thirty-minute conversation, with nothing added later. For a Hendersonville family in a rough patch, there is the trust scholarship.

Full answer: How much a living trust costs in Tennessee →

Is it better to have a will or a trust in Tennessee?

A will does not avoid probate; it guarantees it. A Hendersonville house left by will goes through the Sumner County Chancery Court in Gallatin before anyone can sell it. A funded revocable living trust passes the house to your family with no court case. If you own a home in Hendersonville, a trust is usually the better document; if little is in your own name, a will can be enough. We tell you which in the first thirty minutes.

Full answer: Living trust in Tennessee: do you need one? →

Can I put my house in a trust in Tennessee?

Yes, and it is the whole point. A new deed, from you to you as trustee, prepared correctly and recorded at the Sumner County Register of Deeds in Gallatin. Tennessee has no transfer-on-death deed, so the deed into the trust is how a Hendersonville house stays out of court. Vanderpool Law records deeds in Sumner County as a closing office every week; yours is prepared and recorded by the same people.

Full answer: Funding the trust: the step people skip →

Who makes decisions for me if I can't?

Whoever you named in a durable power of attorney for money and a healthcare power of attorney for medical care. Name nobody and Tennessee has an answer, but it is a courtroom one: your family files a sworn petition in Sumner County asking a judge to appoint a conservator, and that person then answers to the court. A power of attorney is what makes the conservatorship unnecessary. Both documents are in the package.

Full answer: Durable power of attorney in Tennessee, and why so many get refused →

What happens to my retirement accounts and life insurance?

They go to whoever is on the beneficiary form, whatever the will or the trust says. Half the "I'll just update my will" conversations we have turn out to be about a form somebody filled out twenty years ago. Retirement accounts stay out of the trust and name people directly; life insurance can name the trust so the money is managed for young children. We check every form with you.

Full answer: No estate plan? Tennessee has one for you →

What should you not put in a living trust?

Your retirement accounts, which pass by the beneficiary form and can lose their tax treatment if a trust is named carelessly; your cars and boats, which Tennessee lets you transfer without probate anyway; your everyday checking account; a health savings account; and firearms, which need their own handling. The house, the brokerage accounts and your belongings, by a one-page assignment, go in. The full list, with the reasons, is in the article.

Full answer: 7 things you should never put in your trust →

When a husband dies, what is the wife entitled to in Tennessee?

Whatever the documents say, and if there are none, what the statute says. A Hendersonville house owned by the couple as tenants by the entirety passes to the surviving spouse outside probate. Anything in the husband's name alone goes to probate and then, with no will, to the spouse and children under the state's list: the spouse takes a child's share or one-third, whichever is larger, and the children split the rest. That surprises a lot of married people. A trust or a will says what you actually meant.

Full answer: No estate plan? Tennessee has one for you →

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This page is general information about living trusts and estate planning for Hendersonville, Tennessee, not legal advice, and no attorney-client relationship exists until an engagement letter is signed. Probate in Sumner County and the other Tennessee counties is in the court the county assigns it to; recording is at that county's Register of Deeds. Figures are as of the date shown and change.