Tennessee Probate Forms
Common probate forms used during estate settlement in Tennessee. Each page explains what the form is for, where to download the official version, and how to file it.
Informational only — not legal advice. Always confirm the current form with your local probate court.
AffidavitVerified PDFAn affidavit in which the personal representative of an estate swears or affirms that they will faithfully execute their duties according to Tennessee law and certifies their eligibility to serve.Affidavit and Order to CloseVerified PDFA probate closing document that allows an estate to be closed without detailed accounting when all claims have been satisfied and distributees agree.Affidavit for Small Estate Limited Letter of AuthorityVerified PDFAllows a qualified person to collect and manage a small personal estate (up to $50,000) without full probate administration when the decedent left no will or a will requiring no court administration.Annual or Final Accounting of Administrators, Executors, Conservators, or GuardiansVerified PDFAllows an administrator, executor, conservator, or guardian to file an annual or final accounting of estate assets, debits, deposits, and balances with the court.Annual or Final Accounting of Administrators, Executors, Conservators, or GuardiansVerified PDFTo provide a sworn accounting of all estate/guardianship assets, debits, deposits, and balances received and disbursed by an administrator, executor, conservator, or guardian.Annual Status Report of the FiduciaryForm MCCHCVVerified PDFTo provide the court with an annual status report on the respondent's continued need for a conservatorship/guardianship and the fiduciary's certification of the respondent's mental and/or physical condition.Claim Against Estate ofVerified PDFA creditor files a formal claim against a deceased person's estate for payment of a debt or obligation.Claim Against Estate ofVerified PDFAllows a creditor to file a formal claim against a deceased person's estate for an unpaid debt or obligation.Claim Against Estate ofVerified PDFAllows a creditor to file a verified claim against the estate of a deceased person in Sumner County Chancery Court.Claim FormVerified PDFA creditor files a notarized claim against an estate for a debt owed by the deceased.Claim FormVerified PDFAllows creditors to file a claim against a deceased person's estate in Wilson County Probate Court.Claim FormVerified PDFA creditor files a notarized claim against a deceased person's estate for payment of a debt owed by the decedent.Claim FormVerified PDFAllows creditors to file a notarized claim against a deceased person's estate in Wilson County Probate Court.Consent to Serve as ConservatorForm Tenn. Code Ann. § 34-3-104Verified PDFA proposed conservator acknowledges and consents to serve as conservator of a respondent, certifying willingness to comply with court rules and disclose any disqualifying criminal convictions.Consent to Serve As ConservatorForm Tenn. Code Ann. § 34-3-104Verified PDFA proposed conservator's acknowledgment and sworn consent to serve as conservator of a respondent in a conservatorship proceeding.Consent to Serve Without Bond - Small EstateVerified PDFA beneficiary waives their appointment as Personal Representative and consents to another person serving as Personal Representative without a surety bond.Consent to Serve Without Bond - Small EstateVerified PDFA beneficiary waives their appointment and consents to another person serving as Personal Representative/Affiant of a small estate without posting a surety bond.Conservatorship / Guardianship Property Management PlanVerified PDFA fiduciary submits this plan to the court for approval to establish how the ward's assets (bank accounts, investments, insurance, income, and expenses) will be managed and monitored.Detailed Final Accounting – ConservatorshipVerified PDFSubmit a final accounting of all conservatorship assets and transactions for court approval upon termination of the conservatorship.Detailed Final Accounting – ConservatorshipVerified PDFTo submit the fiduciary's final accounting of all conservatorship assets, receipts, and disbursements for court approval and closing.Detailed Final Accounting for Conservatorships / GuardianshipsVerified PDFAllows a fiduciary to submit a detailed accounting of all assets, receipts, and disbursements for a conservatorship or guardianship to the court for approval.Detailed Final Accounting for Conservatorships / GuardianshipsVerified PDFA fiduciary submits a final accounting of all assets, receipts, and disbursements for a conservatorship or guardianship to the court for approval.Detailed Interim / Annual Accounting – ConservatorshipVerified PDFThe fiduciary submits a detailed accounting of all receipts, disbursements, and balances for conservatorship accounts during a specified period.Detailed Interim / Annual Accounting – ConservatorshipVerified PDFThis form allows a fiduciary (conservator) to submit a detailed interim or annual accounting of all financial accounts and transactions under their management to the probate court.Detailed Interim / Annual Accounting – GuardianshipVerified PDFGuardians file this accounting to report the combined financial activity (receipts, disbursements, and balances) of all accounts held for a minor ward during an interim or annual accounting period.Detailed Interim / Annual Accounting – GuardianshipVerified PDFGuardian submits a detailed accounting of all financial accounts and transactions for the ward's estate during the specified accounting period.Detailed Interim / Annual Accounting for Conservatorships / GuardianshipsVerified PDFThe fiduciary submits a detailed accounting of all financial activity for the conservatorship or guardianship estate for a specified period, including beginning balance, deposits, disbursements, and ending balance across all accounts.Detailed Interim/Annual Accounting – ConservatorshipVerified PDFAllows a conservator (fiduciary) to file a detailed accounting of assets, receipts, disbursements, and balances for all accounts under conservatorship management with the probate court.Distributee StatementVerified PDFA residuary beneficiary acknowledges receipt of estate distributions, waives accounting requirements, and releases the Personal Representative from liability.Distributee StatementVerified PDFA distributee (beneficiary) acknowledges receipt of their estate distribution, waives accounting requirements, and releases the Personal Representative from liability.Estate - Annual Accounting Instruction Sheet and Checklist / Detailed Annual Accounting - EstateVerified PDFProvides instructions and a fillable form for the personal representative to submit an annual accounting of estate assets, receipts, and disbursements to the court for approval.Estate Accounting Instruction Sheet and Checklist / Detailed Accounting – EstateVerified PDFProvides instructions and a checklist for the preparation and filing of detailed estate accountings with the Sumner County Probate Court, along with the actual accounting form.Estate ClaimVerified PDFAllows creditors to file claims against a deceased person's estate for unpaid debts and obligations.Estate InventoryVerified PDFTo document and list all personal property of the decedent's estate with estimated values for probate administration purposes.Estate InventoryVerified PDFTo inventory and value all personal property of a deceased person's estate for probate court proceedings.Estate Status ReportVerified PDFTo report the current status, progress, and remaining tasks in the administration of a probate estate to the court.Fiduciary OathVerified PDFA sworn oath administered to a court-appointed fiduciary (conservator) affirming their commitment to faithfully perform their duties in managing the estate or person's property/affairs.Fiduciary OathVerified PDFA court-ordered oath in which a conservator swears to faithfully perform duties managing property and/or the person of a minor or person with a disability, including filing required inventories, accountings, and status reports.Fiduciary OathVerified PDFA court-administered oath for guardians and conservators to acknowledge their fiduciary duties and legal obligations in managing the affairs of minors or persons with disabilities.Fiduciary OathVerified PDFThis form establishes a sworn oath by a court-appointed fiduciary (conservator or guardian) to faithfully perform their duties regarding a respondent's person and/or property.Final AccountingVerified PDFThe personal representative submits a final accounting of all estate receipts, disbursements, and proposed distributions to beneficiaries or heirs for court approval and estate closure.Interim /Annual Status Report of Guardian for a MinorVerified PDFA guardian reports on the minor's current status, living conditions, education, and any changes in guardianship circumstances to the court.Notice of HearingVerified PDFTo notify parties of a scheduled court hearing date, time, and location in a chancery court matter.Personal Representative Oath and Cost BondVerified PDFEstablishes the oath of the Personal Representative and secures a bond to guarantee payment of court costs in probate proceedings.Personal Representative StatementVerified PDFA Personal Representative declares under oath that the estate has been properly administered, all claims and expenses paid, and assets distributed according to the will or intestate succession laws.Petition for Adult Legal Name ChangeVerified PDFTo petition the probate court for a legal name change for an adult resident of Davidson County, Tennessee.Petition for Appointment of Conservator by TransferForm T.C.A. § 34-8-302Verified PDFTo petition a Tennessee chancery court to accept transfer of a conservatorship proceeding from another state and appoint a conservator for a protected person.Petition for GuardianshipVerified PDFTo petition the Chancery Probate Court for appointment as guardian of a minor child's person and/or estate.Petition for Limited Letters for a Small EstateForm T.C.A. §30-4-101, et. seq.Verified PDFThis form allows for the expedited administration of a small estate with a total gross value at or below $50,000.00 without the need for a full probate proceeding.Petition for Limited Letters for a Small EstateForm T.C.A. §30-4-101, et. seq.Verified PDFTo obtain limited letters of administration for a small estate with a gross value at or below $50,000.00 in Tennessee.Petition for Limited Letters for a Small EstateForm T.C.A. §30-4-101, et. seq.Verified PDFTo petition a Tennessee probate court for limited letters to administer a small estate with a gross value at or below $50,000.Petition for Limited Letters for a Small EstateForm T.C.A. §30-4-101, et. seq.Verified PDFThis form requests the court to issue limited letters of administration for a small estate with a gross value at or below $50,000.00.Petition For Small Estate Limited Letters of Authority Administration/TestamentaryVerified PDFTo obtain limited letters of authority for administration of a small estate with total value under $50,000 (excluding real property) in Sumner County, Tennessee.Petition For Small Estate Limited Letters Of Authority Administration/TestamentaryVerified PDFTo petition the Sumner County Chancery Court for limited letters of authority to administer a small estate with total personal property value under $50,000 (excluding real property).Petition to Admit Will to ProbateVerified PDFTo petition the court to admit a decedent's will to probate and to request the issuance of Letters Testamentary to the executor.Petition To Probate In Common FormVerified PDFTo request the court admit a decedent's will into probate in common form and appoint the named executrix to administer the estate.Petition to Re-Open EstateVerified PDFThis form requests the court to reopen a closed estate for the limited purpose of obtaining a specific asset that the decedent owned and that was not previously administered.Probate InformationVerified PDFTo collect essential information about a deceased person and their estate for probate filing and processing.Receipt, Waiver, and ReleaseForm T.C.A. §30-2-707Verified PDFA beneficiary or heir acknowledges receipt of estate benefits, waives further notice of final settlement, and releases the Personal Representative from court accountings.Small Estate Petition for Limited Letters of Authority for Estates with a WillVerified PDFTo file for alternative small estate administration of a deceased person's estate under Tennessee's Small Estate Act when the estate value is $50,000 or less and a will exists.Small Estate Petition for Limited Letters of Authority for Estates with a WillVerified PDFThis petition allows for alternative small estate administration of a deceased person's estate pursuant to Tennessee's Small Estate Act (T.C.A. § 30-4-101 et seq.) when there is a will.Small Estate Petition for Limited Letters of Authority for Estates Without a WillVerified PDFTo petition for alternative small estate administration under Tennessee's Small Estates Act for estates valued at $50,000 or less without a will.Small Estate Petition for Limited Letters of Authority for Estates Without a WillVerified PDFTo file for alternative small estate administration of a deceased person's estate under Tennessee's Small Estate Act when the estate value does not exceed $50,000 and the deceased had no will.Small Estate Petition for Limited Letters of Authority for Estates Without a WillVerified PDFTo file for alternative small estate administration of a deceased person's estate under Tennessee's Small Estates Act when the estate value is $50,000 or less and the deceased died without a will.Small Estate Petition for Limited Letters of Authority for Estates Without a WillVerified PDFTo petition the probate court for limited letters of authority to administer a deceased person's small estate under Tennessee's Small Estate Act.SubpoenaVerified PDFTo command a witness to appear at a specified time and place to give testimony in a probate court proceeding, or to produce documents and items.Surety BondVerified PDFA surety bond that binds the Personal Representative and sureties to the Clerk and Master of the Chancery Court to ensure the Personal Representative abides by and performs the Order of the Court in estate administration.Surety BondVerified PDFA surety bond that binds the conservator and sureties to the Clerk and Master of the Chancery Court to ensure the conservator performs court-ordered obligations.Surety BondVerified PDFA conservator posts this surety bond to guarantee performance of court-ordered duties and financial obligations in a conservatorship case.Surety BondVerified PDFA surety bond securing the Personal Representative's faithful performance of court-ordered duties in estate administration.Tenncare Request for Release of Estate Recovery ClaimForm TC-0087Verified PDFTo request release or deferral of TennCare's estate recovery claim against a deceased person's estate.Verified Claim Against EstateVerified PDFA creditor files a verified claim against a deceased person's estate to assert a debt or obligation owed by the estate.
Probate in Tennessee
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