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Tennessee Transfer Toolkit

Helping you and your family to transfer assets

Get your copy of the Tennessee Transfer Toolkit today!

The Tennessee Transfer Toolkit

is for you if:

  • You are managing the affairs of a loved one who passed away while living in Tennessee.

  • There are no disagreements about how belongings will be divided.

  • There is under $50,000.00 in assets, not including the home.

  • You are not sure where to start on handling the paperwork but would like to do it properly.

The Tennessee Transfer Toolkit

is NOT for you if:

  • The person who died lived outside the state of Tennessee at the time of their death.

  • There are disagreements about how belongings will be divided.

  • The estate has debts that can not be paid or was on TennCare/Medicaid prior to their death.

  • There is over $50,000.00 in assets, other than the home.
    You want to sell the home immediately.

What is the Tennessee Transfer Toolkit?

I know how overwhelming it can be figuring out how to transfer the assets of a loved one can be. There are so many things you have to think about, and knowing where to find the proper documents you need can be stressful.

This is why I created the Tennessee Transfer Toolkit!

This toolkit will help you to transfer a loved one asset’s when full probate is not needed. It provides you with the resources and guidance you need to easily transfer the assets of a loved one.


Tenncare Release

After a TennCare recipient’s death, TennCare will initiate an estate recovery process to reimburse funds spent on the patient’s care.

Real Estate Affidavit of Heirship 

Used to create a presumption of ownership in property after someone passes away. It creates a chain of title in the land from a deceased person to a living one(s).

Letter to Bank

This letter may be sent to a bank or credit union where your deceased loved one held accounts such as checking, savings, money market, certificates of deposit, etc.

Letter for Wages

If your loved one was employed at the time of their passing and you believe that they are owed a final paycheck, you can use this letter to request that money from their employer.

Unclaimed property

This tool will help you to see if your loved one has any unclaimed property. Depending on your relationship to your loved one, you may be able to claim any funds that the State holds on behalf of your deceased loved one.

Vehicle Transfer

This document allows the family to obtain title to any vehicles owned by the Decedent. Once title is transferred to a living person, the family may keep the vehicle or sell it to a third-party. (See sale after transfer form.)

Get your copy of the Tennessee Transfer Toolkit today!


I had only worked with the lawyer one time before in my life – – for my divorce, which was stressful. So when the came time to have my will done I was a little anxious, but April completely put my mind at ease. She and her staff were gracious, and explained everything thoroughly. I felt totally comfortable and well informed working with them. I am happy to recommend April Harris Jackson’s legal services to everybody who needs wills or estate planning. The prices are reasonable, and the service is excellent!


April is very patient and thorough. She is clearly passionate about her work and is a pleasure to work with. I can't say enough wonderful things about Graceful Aging Legal Services!


April is not only a great lawyer, but a wonderful person as well. I've had the pleasure of working with April in various legal settings and would absolutely recommend her to family and friends. She is a true asset to seniors.