Wills

Wills in Nolensville

A will is one part of an estate plan, not a universal instruction for every asset. Dale Law Group, PLLC offers wills and related estate-planning services to Tennessee clients. A useful starting point is to compare what your will says with how your property is titled and whether an asset names a beneficiary.

Compare the instruction with the transfer route

A will states your directions for property governed by the will and can identify the person you want to handle estate administration. But an asset may instead pass according to its ownership arrangement or beneficiary designation. Those arrangements and the will are different parts of the picture; do not assume that naming an asset in a will changes its title or beneficiary record.

For each significant asset, ask two questions: What document or record identifies its owner or beneficiary? And what does the will say should happen to it? A mismatch is a reason to review the records and the plan together, not to assume that one document automatically resolves the other.

  • Will: What direction does it give, and whom does it name to handle the estate?
  • Ownership: Whose name appears on the available ownership record?
  • Beneficiary designation: Is a person or organization identified to receive the asset?
  • Consistency: Do the records and your intended plan appear to point in different directions?

Choose who should handle the estate

Consider the person you would trust to organize information, follow the will’s directions, and address practical administration. Discuss whether that person is willing and able to serve, and consider an alternate. The person named in a will is not interchangeable with an agent under a power of attorney, a trustee, or a court-appointed guardian or conservator; those roles arise from different documents or appointments and have different authority.

A power of attorney authorizes someone to act on another person’s behalf, but its scope, duration, and limits matter. It should not be treated as the will’s substitute or as authority for every task.

    Make a one-page asset and records checklist

    Before a planning conversation, prepare a simple table with columns for asset, current owner or account title, beneficiary named if any, supporting record, and question to resolve. Include real estate, financial accounts, insurance or other assets for which you have ownership or beneficiary paperwork. Attach or identify the records you have; do not rely on memory alone.

    For real estate in Williamson County, the University of Tennessee County Technical Assistance Service lists a separate Register of Deeds contact at 1320 W. Main, Suite 201, Franklin, Tennessee 37064. The listed address may be a mailing address, so confirm before visiting. A directory entry or recorded document does not determine ownership, guarantee clear title, or establish which transfer or court procedure applies.

      Resolve questions and plan the next step

      Bring the checklist and available records to a discussion of your will. Useful questions include: Which assets appear to be governed by the will, and which may follow ownership or beneficiary records? Are any records missing or inconsistent with my intended plan? Who should be named to handle the estate, and should an alternate be considered? What changes, if any, should be coordinated across documents?

      If administration is needed after a death, Williamson County’s official court-system guide directs probate matters to Chancery Court. Confirm current, case-specific filing instructions. That court information is not a substitute for reviewing whether a particular asset passes under a will, an ownership arrangement, or a beneficiary designation.

        Questions to bring to the discussion

        Does a will control every asset I own?

        Not necessarily. Some assets may pass according to ownership arrangements or beneficiary designations rather than the will’s directions. Compare the will with current ownership and beneficiary records to identify apparent inconsistencies.

        Is the person named in my will the same as my power-of-attorney agent?

        Not by default. A will may name someone to handle estate administration, while a power of attorney authorizes an agent to act on someone’s behalf within the document’s scope and limits. These are distinct roles.

        Discuss your next step with Dale Law Group

        Begin with a brief, non-confidential overview. The firm will discuss your needs and appointment arrangements.

        General information, not advice for a particular situation. Sending an inquiry does not create an attorney-client relationship.