Tennessee Estate Planning Drafting Software
Tennessee eliminated its estate tax in 2016 and offers a community property trust option for married couples seeking the tax benefits of community property. The state has favorable trust laws and no state income tax on wages.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $50,000
- Property System
- Common Law
Practice Snapshot for Tennessee Attorneys
Estate planning in Tennessee is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Small estate procedures are available for estates up to $50,000.
Local practitioners routinely navigate: No state estate or inheritance tax (eliminated 2016), Community property trust option available, Elective share for surviving spouse, and Investment trust provisions.
Common Tennessee filings and forms include: Tennessee Durable Power of Attorney, Tennessee Advance Care Plan, and Tennessee Community Property Trust. Key Tennessee statutory touchpoints include: Tennessee Trust Code, Tennessee Community Property Trust Act, and Tennessee Investment Trust Act.
Key Considerations for Tennessee Attorneys
- —No state estate or inheritance tax (eliminated 2016)
- —Community property trust option available
- —Elective share for surviving spouse
- —Investment trust provisions
Tennessee-Specific Documents
State-specific drafting language and formatting aligned with Tennessee statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Tennessee Durable Power of Attorney
- —Tennessee Advance Care Plan
- —Tennessee Community Property Trust
Tennessee Estate Planning Laws
- —Tennessee Trust Code
- —Tennessee Community Property Trust Act
- —Tennessee Investment Trust Act
What Statular Offers Tennessee Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join Tennessee attorneys using Statular for estate planning document automation.
7 days free · No credit card
Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules