Complete Guide to Pour-Over Wills and Estate Planning in Whitwell
Pour-over wills are an important component of many estate plans, designed to ensure assets flow into a trust after death. In Whitwell and throughout Marion County, a pour-over will acts as a safety net for property not already transferred into a living trust during the maker’s lifetime. This page explains how a pour-over will functions, when it is appropriate to include one in an estate plan, and what families in Whitwell should consider to make sure their wishes are carried out smoothly after a loved one dies. Contact Jay Johnson Law Firm for personalized guidance on implementing a pour-over will that fits your circumstances.
A pour-over will works together with a living trust, capturing any assets unintentionally left out of the trust and directing them to pour into it at death. This arrangement simplifies administration and helps preserve privacy by consolidating asset disposition through the trust rather than leaving everything subject to public probate proceedings. For residents of Whitwell, Tennessee, a pour-over will often serves as a practical backup that reduces the risk of assets being distributed contrary to the settlor’s intentions. Early planning and a careful inventory of assets can minimize the need for extensive probate and ease the transition for family members.
Why a Pour-Over Will Matters for Whitwell Families
A pour-over will provides peace of mind by ensuring that assets not formally transferred into a living trust are still directed according to the trust maker’s wishes. For families in Whitwell, this avoids uncertainty and reduces the chances of intestate distribution for overlooked property. The pour-over will also supports a comprehensive estate plan by channeling residual assets into a single trust administration, which simplifies long-term management and distribution. When properly drafted, it can minimize administrative steps for survivors and align property transfer with the settlor’s overall goals for asset protection and family continuity.
About Jay Johnson Law Firm and Our Approach to Pour-Over Wills
Jay Johnson Law Firm serves clients in Whitwell and across Tennessee with a steady focus on practical estate planning and probate services. Our approach emphasizes clear communication, careful drafting, and helping clients align documents like pour-over wills and trusts with their personal and family goals. We guide clients through inventorying assets, selecting trustees, and designing fallback provisions so that a pour-over will functions as intended. The goal is to create durable documents that reduce confusion for survivors and provide an orderly transition of property to the named trust and beneficiaries.
Understanding Pour-Over Wills: How They Fit Into an Estate Plan
A pour-over will is an instrument that works alongside a living trust, ensuring any assets outside the trust at death are directed into it. Many people transfer most assets into a trust during life, but some property may be omitted through oversight or because it was acquired later. The pour-over will addresses those gaps by instructing the probate court to transfer such assets to the trust upon the testator’s death. For Whitwell residents, this arrangement offers a practical way to combine probate-backed authority with the privacy and centralized administration that a trust provides.
While a pour-over will helps funnel assets into a trust, it does not necessarily eliminate the need for probate for the items it covers. The will guides the distribution of assets through the probate process when necessary, enabling the trustee to ultimately place those assets into the trust. Families should understand that pour-over wills are part of a coordinated set of documents that typically include the trust agreement, powers of attorney, and healthcare directives. Thoughtful coordination reduces delays and avoids unintended outcomes when settling an estate in Marion County.
Definition: What a Pour-Over Will Does
A pour-over will is a testamentary document that directs any property not already held in a revocable living trust to be transferred into that trust at death. It functions as a safety net to catch assets that were omitted from the trust during life. The will names an executor who oversees probate procedures for property that must pass through court, and it instructs the court to transfer those assets to the named trust. For Whitwell clients, a pour-over will makes estate administration more predictable by ensuring the trust ultimately controls disposition of the settlor’s assets.
Key Elements and Legal Processes of Pour-Over Wills
A valid pour-over will typically includes the testator’s identifying information, a clause directing assets to the trust, appointment of an executor, and signature formalities required by Tennessee law. The legal process often involves opening probate for assets that remained outside the trust, inventorying estate property, and then transferring those assets to the trust as directed by the will. Coordination with the trust agreement is essential so that the trustee can accept and manage the newly added assets. Properly designed documents reduce ambiguity and help keep probate proceedings focused and efficient.
Glossary: Key Terms Related to Pour-Over Wills
Understanding the key terms used in estate planning helps individuals in Whitwell make informed decisions about pour-over wills and trusts. The following glossary entries define common concepts such as pour-over will, revocable living trust, probate, executor, and trustee. Having clear definitions makes it easier to discuss options, weigh trade-offs, and assemble the right combination of documents to protect assets and specify distribution. If a term is unclear, ask for clarification during your planning meeting so you can be confident the documents match your intentions.
Pour-Over Will
A pour-over will is a testamentary instrument that directs any assets not already placed into a living trust to be transferred into that trust upon the testator’s death. It acts as a safety net for overlooked or newly acquired property and ensures that the trust ultimately governs distribution. The document must be executed according to Tennessee formalities to be effective in probate proceedings. The pour-over will complements trust-based planning by funneling stray assets into the trust for consolidated administration and distribution to beneficiaries.
Executor
An executor is the individual named in a will to manage the probate process, pay debts and taxes, inventory estate assets, and distribute property according to the will. When a pour-over will is in place, the executor’s duties often include coordinating transfers of any uncovered assets into the decedent’s trust. The executor must follow Tennessee probate rules and work with the trustee to effectuate the pour-over transfer, ensuring that the decedent’s overall estate plan is carried out consistently with the trust terms.
Revocable Living Trust
A revocable living trust is a legal arrangement where the settlor transfers ownership of assets into a trust during life while retaining the ability to change or revoke the trust. It names a trustee to manage assets for the settlor and beneficiaries, and it often serves as the primary vehicle for distributing property after death without resorting to full probate administration. The pour-over will complements the living trust by channeling assets not placed into the trust during life into it at death for unified handling and distribution.
Probate
Probate is the court-supervised process for validating a will, identifying estate assets, paying debts and taxes, and distributing remaining property to beneficiaries. When assets are covered by a pour-over will, probate may be necessary to clear title and transfer those assets into the settlor’s trust. Probate procedures and timelines vary by jurisdiction; in Tennessee, working with counsel familiar with local rules helps minimize delays and ensure that any pour-over transfers are completed correctly and efficiently for the benefit of beneficiaries and the trustee.
Comparing Options: Pour-Over Wills, Trusts, and Will-Only Plans
When choosing between estate planning options, consider how a pour-over will fits with a living trust versus relying on a will-only approach. A will-only plan leaves assets to be distributed through probate, which can be more public and slower. A trust-centered plan seeks to avoid probate for assets properly transferred into the trust, while a pour-over will addresses any remaining assets through probate and then transfers them into the trust. For Whitwell residents, the combined trust and pour-over will strategy often balances privacy, continuity, and the ease of centralized management compared with a will-only plan.
When a Limited Will-Only Approach May Be Adequate:
Small Estates and Simple Distribution Needs
In some cases, such as when a person owns limited assets or has straightforward distribution goals, a simple will might be sufficient. Small estates that primarily rely on beneficiary designations or jointly held property may pass outside of probate and therefore not require the complexity of a trust. For Whitwell residents who have uncomplicated asset structures and trusted beneficiaries, a will-only approach can be a cost-effective way to state final wishes without creating an accompanying trust arrangement and pour-over will.
Clear Beneficiary Designations and Joint Ownership
If most assets are governed by beneficiary designations, payable-on-death accounts, or joint tenancy arrangements, probate exposure can be minimal and the need for a trust reduced. Under those circumstances, a straightforward will that names an executor and beneficiaries may adequately reflect the individual’s intentions. People in Whitwell who maintain updated account designations and who do not need the centralized management benefits of a trust may find that a will-only plan matches their circumstances without the additional paperwork of trust administration.
Why a Coordinated Trust and Pour-Over Will Strategy Is Often Recommended:
Protecting Against Unintended Asset Distribution
A coordinated approach that includes a trust and a pour-over will helps prevent assets from passing outside the settlor’s intended plan due to oversight or later acquisitions. By funneling residual property into the trust at death, this approach minimizes surprises and reduces the risk that beneficiaries receive assets in unintended ways. For families in Whitwell, this coordination can make estate settlement clearer, reduce disputes, and provide consistent administration across diverse types of property and accounts.
Simplifying Long-Term Management for Beneficiaries
A trust-centered estate plan with a pour-over will can simplify post-death asset management by consolidating property under a trustee who follows written distribution instructions. This structure helps beneficiaries avoid multiple separate proceedings and clarifies how assets should be invested, managed, or distributed over time. For Whitwell families who want a steady plan for legacy transfer and care of minor or dependent beneficiaries, the combined documents create a unified roadmap that supports orderly administration and reduces friction during an emotionally difficult period.
Benefits of Using a Trust with a Pour-Over Will
A comprehensive estate plan that uses a revocable living trust along with a pour-over will offers several advantages. It can provide privacy by keeping most asset distribution out of public probate proceedings, enable smoother transition of asset management to a trustee, and allow for flexible distribution terms that suit family needs. For Whitwell residents, these benefits translate into reduced procedural burdens for survivors and a clearer path for handling complex holdings, such as business interests or out-of-state property, which a single trust can coordinate.
Another key advantage is continuity: a trust can provide immediate management of trust assets if the settlor becomes incapacitated, while the pour-over will ensures any assets omitted during life are later brought into that same plan. This combination reduces the potential for fragmentation of assets and simplifies both incapacity planning and final distributions. When durable powers and healthcare directives are integrated into the broader plan, families in Whitwell have a cohesive framework for decision-making across life events.
Privacy and Streamlined Administration
One of the most tangible benefits of a trust-plus-pour-over strategy is increased privacy. Because trust asset transfers often do not require full public probate, much of the estate settlement can remain private between the trustee and beneficiaries. That privacy is coupled with streamlined administration: once assets are consolidated within the trust, the trustee can follow explicit terms for management and distribution. For families in Whitwell, this means a more discreet process that reduces public scrutiny and may help preserve relationships among heirs.
Continuity for Incapacity and Long-Term Management
Trusts can be designed to provide immediate management authority if the settlor becomes incapacitated, avoiding guardian proceedings and promoting continuity of financial decision-making. Paired with a pour-over will, a trust ensures that newly acquired or overlooked assets will ultimately be managed under the same rules. This continuity benefits Whitwell residents who seek to ensure that both incapacity and death are addressed with a consistent plan for property and care, reducing the administrative strain on family members during crises.
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Practical Tips for Implementing a Pour-Over Will
Inventory assets early and review beneficiary designations
Begin by creating a thorough inventory of accounts, real property, business interests, and personal property so you can determine which assets should be transferred into a trust during life. Review beneficiary designations and titles regularly because life changes like marriage, divorce, or new purchases can create gaps that a pour-over will will later address. For Whitwell clients, keeping records current minimizes the need for probate transfers and ensures that the trust and pour-over provisions align with your present intentions and family circumstances.
Coordinate the trust and pour-over will language
Plan for incapacity as well as death
A complete estate plan addresses both incapacity and death through durable powers of attorney and healthcare directives in addition to a trust and pour-over will. Ensure those instruments are in place so that financial and medical decisions can be made without court intervention if you become unable to act. For Whitwell residents, integrating these documents provides continuity and protects loved ones from having to seek court guardianship or conservatorship during a difficult transition.
When to Consider Adding a Pour-Over Will to Your Plan
Consider a pour-over will when you maintain a living trust but recognize the possibility that some assets could be overlooked or acquired after the trust is funded. The pour-over will ensures that any assets outside the trust will be redirected into it upon death rather than passing under intestacy rules or to unintended recipients. For residents of Whitwell, this safety net helps maintain the integrity of your broader estate plan and reduces the administrative burden on family members who will be responsible for settling your affairs.
Another reason to include a pour-over will is if you own property in multiple jurisdictions or have accounts that are difficult to retitle during life. The pour-over mechanism provides a straightforward method for consolidating assets to the trust at death, which can simplify long-term management and distribution. Working with counsel in Marion County ensures that the pour-over will and trust language function together effectively given Tennessee law and any local considerations affecting real property or out-of-state holdings.
Common Situations Where a Pour-Over Will Is Useful
Pour-over wills are commonly useful for individuals who prefer the flexibility of a revocable trust but recognize the likelihood of later asset changes, such as inheritance, gifts, or new acquisitions. They are also helpful when accounts are overlooked during the trust funding process or when properties are difficult to retitle. For families in Whitwell, including pour-over provisions reduces the risk that newly acquired or overlooked assets will be distributed outside the intended trust structure, promoting consistent treatment and simplifying administration for successors.
Assets acquired after trust funding
Assets purchased or received after the trust has been funded can remain titled in the individual’s name, creating gaps that a pour-over will can later address. When life events such as employment changes or inheritances occur, a pour-over will ensures those assets will still be gathered into the trust at death. For Whitwell residents, regular review and retitling as appropriate can reduce reliance on the pour-over mechanism, but having the pour-over will provides a reliable fallback for unexpected changes.
Overlooked accounts or property
Even with careful planning, small accounts or personal property may be overlooked during trust funding. A pour-over will captures these items and directs them into the trust at probate, ensuring they are distributed consistent with the trust’s terms rather than being unintentionally omitted or distributed under default state rules. This safeguard helps Whitwell families avoid unintended inheritances and aligns all property with the settlor’s broader estate plan.
Out-of-state property or complex titles
Property located out of state or with complex title considerations may be difficult to transfer into a trust during life. A pour-over will allows such property to be collected through probate and then transferred to the trust for unified management. For owners in Whitwell who have out-of-state holdings or unusual title arrangements, the pour-over will provides a practical avenue to ensure all property ultimately falls under the trust’s terms and benefits from the coordinated administration you intend.
Whitwell Pour-Over Will and Trust Planning Attorney
Jay Johnson Law Firm assists Whitwell residents with pour-over wills, living trusts, and related estate planning documents. We aim to provide clear explanations of how a pour-over will functions with a trust, help you inventory assets, and prepare documents tailored to your family’s needs. If questions arise during the funding process or after life changes, we can recommend practical adjustments to maintain alignment between your assets and your overall plan. For personalized planning in Marion County, reach out to discuss how a pour-over will could fit into your estate strategy.
Why Choose Jay Johnson Law Firm for Pour-Over Wills in Whitwell
Jay Johnson Law Firm focuses on creating practical estate plans that reflect clients’ goals and family dynamics. When preparing pour-over wills and trusts, we prioritize clarity and coordination so documents operate together smoothly. We assist with drafting, review of asset titling, and guidance on trustee and executor selection so that the pour-over mechanism functions as intended after death. Our process emphasizes communication and careful documentation to reduce disputes and ensure that the trust receives any assets intended to be included.
For residents of Whitwell and surrounding communities, we provide counsel on how Tennessee probate rules affect pour-over transfers and what steps reduce the need for extensive probate. We can help you plan for incapacity with durable powers of attorney and healthcare directives that complement your pour-over will and trust. Our aim is to deliver practical, locally informed legal planning that addresses real-world issues families face when organizing assets and preparing for the future.
We also work to keep estate documents up to date as circumstances change, such as after marriage, divorce, the birth of children, or changes in property ownership. Regular reviews ensure that the trust and pour-over will remain aligned with current goals and that beneficiary designations and account titles reflect the intended plan. If you are located in Whitwell or elsewhere in Tennessee, contact Jay Johnson Law Firm at 731-206-9700 to arrange a planning conversation tailored to your needs.
Ready to Discuss a Pour-Over Will for Your Whitwell Estate Plan?
How We Handle Pour-Over Will Matters at Jay Johnson Law Firm
Our process begins with an initial consultation to understand your assets, family circumstances, and planning goals. We inventory property, review account titles and beneficiary designations, and explain how a pour-over will interacts with a trust and probate. After drafting documents, we review them with you and suggest any needed retitling to minimize future probate. If an estate requires probate to transfer assets into a trust, we assist the executor and trustee through each step to facilitate prompt and accurate transfers consistent with Tennessee procedures.
Step One: Planning and Document Preparation
During the initial planning stage, we gather information about assets, family relationships, and priorities for distribution. The goal is to design trust terms and the pour-over will so they reflect your objectives and reduce future complications. We advise on trustee and executor selection, durable powers, and healthcare directives. This stage also includes discussing strategies to fund the trust during life where feasible, and preparing clear pour-over language to capture any remaining assets that should be added to the trust at death.
Asset Inventory and Titling Review
We perform a detailed review of accounts, deeds, and beneficiary designations to determine which assets should be retitled into the trust now and which may be captured later by the pour-over will. This inventory helps avoid surprises and identifies practical steps to reduce probate exposure. For Whitwell clients, it can also reveal out-of-state issues or account restrictions that require special attention, so we can propose appropriate solutions during drafting.
Drafting Trust and Pour-Over Will Documents
After gathering the necessary information, we draft the trust agreement and the pour-over will with clear provisions reflecting your distribution wishes. The documents are reviewed with you to ensure the terminology aligns and the pour-over clause references the trust accurately. Proper execution and witness requirements are observed so that both the will and trust are legally effective under Tennessee law, reducing the risk of later challenges or administrative complications.
Step Two: Execution, Funding, and Recordkeeping
Once documents are finalized, we assist with execution formalities and provide guidance on funding the trust by retitling assets and updating account designations where appropriate. Proper recordkeeping and notifying selected trustees or agents helps prepare them for future responsibilities. Even after careful funding, a pour-over will remains in place as a backup to capture any assets that remain titled in your name at death, ensuring they are transferred into the trust as intended.
Executing Documents According to Tennessee Law
We ensure all estate documents are signed, witnessed, and executed in the manner required by Tennessee statutes to avoid later validity questions. This includes verifying witnesses or notarization requirements, preparing self-proving affidavits if appropriate, and providing guidance on safe storage and access. Correct execution reduces the risk of procedural obstacles during probate and helps the pour-over provisions operate smoothly if assets must pass through the court to the trust.
Funding the Trust and Maintaining Records
Funding the trust involves retitling accounts and deeds where practical, updating beneficiary designations, and documenting the changes. We help you understand which transfers are straightforward and which may require special handling. Keeping clear records of transfers and decisions reduces uncertainty for successors and assists the trustee and executor if the pour-over will must later be implemented through probate in Marion County.
Step Three: Probate Assistance and Pour-Over Transfers
If assets must pass under the pour-over will, we assist the executor with probate filings, inventories, and the necessary steps to transfer those assets into the trust. Our role includes preparing pleadings, advising on creditor claims, and coordinating with the trustee to accept poured-over property. The objective is to complete the probate process efficiently so the trustee can manage and distribute assets according to the trust instrument with minimal delay for beneficiaries.
Probate Filings and Inventory Management
We prepare and file probate petitions required by Tennessee courts and assist in compiling the estate inventory that lists assets subject to the pour-over will. Managing creditor notice, tax matters, and documentation helps prevent unnecessary delays. Working closely with the executor, we ensure assets are properly identified for transfer to the trust and that any required court approvals or filings are handled promptly to move the process forward efficiently.
Transferring Assets Into the Trust
Once probate matters are resolved, we coordinate the legal steps needed to transfer title and ownership of poured-over assets into the trust. This can involve deeds, account re-titling, or other transfers depending on asset type. By assisting both the executor and trustee, we help ensure the settlor’s overall plan is implemented faithfully and that beneficiaries receive distributions in accordance with the trust terms while complying with Tennessee law.
Frequently Asked Questions About Pour-Over Wills
What is a pour-over will and how does it work with a living trust?
A pour-over will is a testamentary document that directs any assets not already transferred into a revocable living trust to be moved into that trust at death. It operates as a backup that captures overlooked or newly acquired property and funnels it into the trust so that distribution follows the trust’s instructions. The will names an executor to handle probate for those assets, and once the assets clear probate they are transferred to the trust for centralized management and distribution.The pour-over will does not replace the trust but complements it by ensuring all assets ultimately end up under the trust’s terms. For Whitwell residents, this coordination can lower the risk of unintended outcomes and provide a clear framework for trustees and beneficiaries to follow after probate has completed for any poured-over items.
Will a pour-over will avoid probate entirely?
A pour-over will does not necessarily avoid probate for the assets it covers because those assets typically require probate to change legal title before they can be transferred into a trust. The will directs that the assets be transferred to the trust, but the probate process may still be required to validate the will and clear title for those specific items. For many clients, the goal is to fund the trust during life where possible to reduce the need for probate on pour-over assets.That said, assets already titled in the trust or passed by beneficiary designation generally avoid probate. Effective planning and careful retitling during life can minimize the number of assets that will need to go through probate under a pour-over will, thereby reducing the time and administrative burden on survivors in Marion County.
Do I need both a trust and a pour-over will if I have a small estate?
Whether you need both a trust and a pour-over will depends on your goals and asset structure. For some individuals with limited assets and simple distribution plans, a will-only strategy may suffice. However, a living trust combined with a pour-over will provides benefits such as privacy, continuity in incapacity, and centralized asset management that can be valuable even for moderately sized estates. Review your specific circumstances to determine whether the additional planning work is warranted.A pour-over will is particularly helpful if you wish to ensure all assets ultimately follow trust instructions despite oversights or later acquisitions. Even for smaller estates, the convenience of consolidated management and the avoidance of some public probate exposure can make the trust and pour-over combination attractive for Whitwell families who prefer a structured plan.
How do I fund my trust to minimize reliance on a pour-over will?
To fund your trust, you should retitle assets such as bank accounts, investment accounts, real property, and certain financial instruments into the name of the trust. Updating beneficiary designations where permitted and transferring deeds for real estate are common steps. Regularly reviewing asset lists and retitling new assets when they are acquired reduces reliance on a pour-over will and limits the scope of probate administration.It is also important to keep good records of transfers and to work with counsel when titles are complex or involve out-of-state property. For Whitwell residents, proactive funding of the trust combined with a pour-over will as a fallback provides a more complete and reliable estate plan.
Can a pour-over will be challenged in court?
Yes, a pour-over will can be challenged on grounds similar to any will, such as lack of proper execution, undue influence, or lack of capacity at signing. Careful drafting, adherence to Tennessee execution formalities, and documenting the testator’s intent reduce the likelihood of a successful challenge. Ensuring witnesses and any required affidavits are handled correctly helps protect the will’s validity.Additionally, challenges may arise if the pour-over will does not clearly identify the trust or if there are inconsistencies between documents. Periodic review and coordinated drafting of both trust and will minimize ambiguities and help ensure the settlor’s plan is enforceable in probate and later transfers to the trust.
How often should I review my pour-over will and trust documents?
Review your pour-over will and trust documents after major life events such as marriage, divorce, births, deaths, significant changes in assets, or moves to different states. A routine review every few years is also prudent to ensure designations and titles remain current. Regular updates prevent unintended beneficiaries or obsolete instructions from complicating estate settlement.During reviews, confirm that account titles and beneficiary designations match the intended plan and that any newly acquired assets are retitled or documented. For Whitwell residents, periodic updates help keep the pour-over provisions aligned with current objectives and reduce the need for probate transfers that could otherwise have been avoided.
What happens to out-of-state property with a pour-over will?
Out-of-state property can present additional challenges because local laws govern real property and may require ancillary probate proceedings to clear title. A pour-over will can be used to direct such property into a trust, but the necessary probate steps will depend on the jurisdiction where the property is located. Coordinating with counsel who understands the laws of the state where the property sits helps ensure transfers proceed smoothly.In some cases, owners choose to retitle out-of-state assets into the trust during life to avoid ancillary probate. When that is not feasible, a pour-over will provides a mechanism to unify property under the trust after probate, but expect additional procedural steps compared with in-state assets.
Who should I name as executor and trustee when using a pour-over will?
Choose an executor and trustee based on trustworthiness, organizational ability, and comfort managing financial and administrative tasks. Many people name the same or different trusted individuals for each role, and some name a professional trustee for complex estates. Discuss your choices with prospective appointees so they understand the responsibilities associated with probate administration and trust management.For Whitwell clients, selecting local individuals or institutions familiar with Tennessee procedures can be helpful, though geographic distance is not always a disqualifying factor. Consider naming successor trustees and executors to ensure continuity if your primary choices are unable to serve when needed.
How long does the probate process take when a pour-over will is involved?
The duration of probate when a pour-over will is involved varies depending on estate complexity, creditor claims, asset types, and court schedules. Simple estates may close in a matter of months, while more complex estates with real property, business interests, or creditor disputes can take longer. The pour-over will requires completing probate for those assets before transferring them into the trust, which can lengthen the timeline compared with fully funded trust assets.Careful planning and prompt identification of assets, creditors, and heirs can shorten the probate timeline. Working with counsel in Marion County helps ensure required filings are made correctly and that coordination between executor and trustee proceeds without unnecessary delay.
How can Jay Johnson Law Firm help me implement a pour-over will in Whitwell?
Jay Johnson Law Firm assists Whitwell residents with drafting pour-over wills, drafting and funding revocable living trusts, and coordinating related documents such as powers of attorney and healthcare directives. We begin by reviewing your assets and goals, suggest practical steps to fund your trust, and prepare clear pour-over language that references your trust. Our role includes advising on retitling and beneficiary updates to reduce future probate exposure.If probate is required to effect a pour-over transfer, we can assist the executor and trustee through the necessary filings and transfers under Tennessee law. Contact our office at 731-206-9700 to schedule a planning discussion to determine the best combination of instruments for your situation in Whitwell.