Address: 3820 Charlotte Ave Suite 146, Nashville, TN 37209, USA
Phone: +16158466201
Sunday: Closed
Monday: 9AM–5PM
Tuesday: 9AM–5PM
Wednesday: 9AM–5PM
Thursday: 9AM–5PM
Friday: 9AM–5PM
Saturday: Closed
Tracy Dilmore
I was having an issue with my mom’s bank, not allowing me to close out her account despite having a will in hand. April send me a document link that allowed me to get the account closed. The process was so easy but I could not have done it without her help. I’m grateful for her time, knowledge, and help.
Donna Turner
Was feeling hopeful with Graceful Aging Legal Services to provide guidance concerning a personal matter. Provided the necessary information during my intake session and was provided a date to speak w so i thought. Excited about my scheduled appointment was a second intake process with me rehashing my details a second time. Felt disappointed and confused with the process to learn they have a heavy workload and is unable to take on my case. Don't know what went wrong, and felt they would do an outstanding job with my case. Nevertheless, waiting on God for clarity and direction.
Kimberly Bounds
Caitlin was understanding and very professional in our phone interview. This is a difficult time for me and my brother. I thank Graceful Aging for putting our worries at ease.
Ann Dwyer
I would like to reserve a final review for when we have a financial plan in place. The initial call, however, was informative and helpful. I appreciate the follow-up emails and materials, and I did experience a greater peace and sense of hopefulness than I felt before the call.
Thanks! Your review is awaiting moderation.
Ms. DeMarino, Yes, each state has its own laws concerning wills, trusts, powers of attorney, etc. It's always a good idea to have your documents reviewed by an attorney licensed in your new state if you move. Whether or not you will need any updates to your documents will depend on several factors, but an estate planning attorney in your new state of residence will be able to help you. We often help clients with reviewing and/or updating their documents after they have moved to Tennessee. All the best, April Harris Jackson Attorney, Graceful Aging Legal Services, PLLC
Great question! Ultimately it depends on your goals and your family situation. We recommend a will for most people. Sometimes, but not always, it is also appropriate to create a trust depending on who is in your family, what kinds of assets you have (and how ownership is held), and what your goals are for passing assets to your loved ones. We would be happy to meet with you to help figure out what best fits your family situation.
Ms. Goodner, thank you for asking us and we're so sorry to hear about your mother's passing as well as your dad's. You may want to talk to the bank to see if they will deposit the check into her account even though she has passed. If that works, you will still have to figure out how to get the money out of the bank account. She may have a joint account holder or a payable-on-death beneficiary on the account which will resolve it. Otherwise, you will likely need to open an estate with the probate court in order to access the funds. If you believe probate will be necessary, or have any other questions, please feel free to call our office or schedule an appointment through our website. Best of luck, April Harris Jackson Attorney
Thanks! Your answer is awaiting moderation.
Thanks! Your question is awaiting moderation.