The Estate Planning Toolkit
A comprehensive summary of the various documents used in estate planning, along with practical tips and helpful explanations.
Estate Planning Document Checklist
Do you have all of the documents required for a complete, basic estate plan? Where do you keep those documents, and do the right people know about them?
What My Family Should Know
A convenient organizer developed by our firm for all of your most important estate planning, financial, and medical information.
Estate Administration Questionnaire
A helpful organizer for information related to a person’s estate. Completing this packet at the outset of any administration will ensure that you have most of the information that you will need throughout the entire process.
Executor/Administrator Checklist
Were you appointed as an Executor or Administrator? This is a comprehensive checklist just for you.
Trustee Checklist
Have you been named to serve as Trustee? This checklist provides detailed guidance for fulfilling your duties.
Tennessee’s Advance Health Care Directive
Prepared by Tennessee physicians and attorneys, this document allows you to make certain end-of-life decisions.
Parents’ Emergency Medical Authorization for Children
A useful form which empowers a third party to make temporary medical decisions for your child (such as during a church camp or field trip).
Power of Attorney Checklist
Were you named in someone’s Power of Attorney? This Checklist helps you understand your responsibilities as an “Attorney-in-Fact.”
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