Wills in Union City

Compare instructions with ownership records

Make a simple inventory with one row for each significant asset: describe it, note how it is titled or owned, list any beneficiary designation you know about, and identify the document or statement where you found that information. Keep the will’s instructions in a separate column. The comparison helps reveal questions to investigate; it does not itself establish ownership or determine the proper legal process.

For example, if the will names one person to receive an asset but a separate account record lists a beneficiary, flag the difference for review rather than assuming the will controls that account. Ownership and beneficiary records can matter independently of will instructions.

• Asset or account description and current ownership record
• Beneficiary designation, if known, and the record showing it
• Relevant will instruction and the person named to carry it out

Identify who would handle each task

A will may name an executor to handle the estate. That role is not interchangeable with an agent under a power of attorney, a trustee, or a court-appointed guardian or conservator. A power of attorney authorizes someone to act on another person’s behalf, and its scope, duration, and limits depend on the document. Identify each role by the document that creates it, and note whether the named person is still the person you intend.

A will review can include whether the executor designation fits your plan and whether the will’s instructions align with the records in your inventory. It should not assume that a power of attorney gives authority to carry out a will or that every asset is governed by the will.

Prepare a focused review file

Gather the current will and any prior versions you have, along with the ownership statements, beneficiary records, and related estate-planning documents that help explain your plan. Mark changes in family circumstances, asset ownership, or intended recipients since the will was prepared. Keep copies organized and note where original documents are held.

If a record appears inconsistent, write down the exact discrepancy and the institution or document from which it came. That gives a reviewer a concrete question to address, rather than relying on memory or treating a directory listing or recorded document as proof of ownership.

Questions to resolve before revising

Consider asking: Which assets appear governed by the will, and which have separate ownership or beneficiary records to review? Does the executor named in the will still reflect your choice? Are there other documents assigning financial or healthcare decision-making authority, and are those roles being kept distinct? What record would clarify an apparent mismatch?

Dale Law Group, PLLC offers wills and related estate-planning services to clients across Tennessee. The firm’s only office is in Murfreesboro; Union City is not a firm office. For Obion County court or land-record contact information, confirm current office instructions before relying on a contact listing or visiting. An office directory does not determine the right filing, venue, or whether a proceeding is needed.