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Estate Administration Without Probate
Summary
The user is seeking advice on estate administration without probate for an estate valued under $50,000 in Tennessee. The discussion covers the use of a small estate affidavit and the implications of the Slayer Rule on life insurance policies. The user is advised that life insurance proceeds are not part of the probate estate and do not count towards the $50,000 limit for a small estate affidavit. The user is also informed about the process of becoming the executor of the estate.Full Conversation
Need help with finding a lawyer to help with estate no will but we r looking for atty that dont charge or take money after funds r collected
What is your location, ****? In general, most attorneys charge for their services, but some may work on a contingency basis or offer pro bono services.
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I'm sorry, but I need to know your location to provide you with the most accurate information. Can you please tell me where you are located?
Robertson county tn but decease lived in davidson county tn
What is the estimated value of the estate? In Tennessee, small estates that are worth $*,* or less can be administered without probate.
no sure could be more but could be less just depemds on a life insurance policy that he was the beneficiary
What is the policy amount of the life insurance?
In general, life insurance proceeds are not considered part of the estate for probate purposes.
In general, life insurance proceeds are not considered part of the estate for probate purposes.
*
What is the relationship of the deceased to the beneficiary?
In general, life insurance proceeds go directly to the named beneficiaries and bypass probate.
In general, life insurance proceeds go directly to the named beneficiaries and bypass probate.
He was listed as secondary beneficiary but due to primary beneficiary commented the murder serving life but has appealed charges its held up in courts its been 4 years
What is the status of the appeal of the primary beneficiary?
In general, the "Slayer Rule" prevents someone from inheriting if they are responsible for the person's death.
In general, the "Slayer Rule" prevents someone from inheriting if they are responsible for the person's death.
it was his granddaughters policy
Who is the primary beneficiary of the granddaughter's policy?
- The "Slayer Rule" applies to the person who caused the death and they cannot benefit from the policy.
- The secondary beneficiary can claim the policy if the primary is disqualified.
- The "Slayer Rule" applies to the person who caused the death and they cannot benefit from the policy.
- The secondary beneficiary can claim the policy if the primary is disqualified.
.
The primary beneficiary is the person who is first in line to receive the policy payout. Can you please provide the name of the primary beneficiary?
Andrew price
What is the relationship of Andrew Price to the deceased?
- If Andrew Price is disqualified due to the "Slayer Rule", the secondary beneficiary can claim the policy.
- The "Slayer Rule" applies to the person who caused the death and they cannot benefit from the policy.
- If Andrew Price is disqualified due to the "Slayer Rule", the secondary beneficiary can claim the policy.
- The "Slayer Rule" applies to the person who caused the death and they cannot benefit from the policy.
he was ex boyfriend
What is the current legal status of Andrew Price?
Generally, if a beneficiary is convicted of causing the policyholder's death, they are disqualified from receiving the benefits under the "Slayer Rule".
Generally, if a beneficiary is convicted of causing the policyholder's death, they are disqualified from receiving the benefits under the "Slayer Rule".
not sure he filed it sometime in *.*
What is the nature of the filing Andrew Price made in *.*?
Generally, the "Slayer Rule" disqualifies a person from receiving benefits if they're convicted of causing the policyholder's death.
Generally, the "Slayer Rule" disqualifies a person from receiving benefits if they're convicted of causing the policyholder's death.
his charges i think he is trying to say insane
What is the current status of Andrew Price's insanity plea?
Generally, if a beneficiary is found not guilty by reason of insanity, they may still be disqualified from receiving the benefits under the "Slayer Rule".
Generally, if a beneficiary is found not guilty by reason of insanity, they may still be disqualified from receiving the benefits under the "Slayer Rule".
unknown
What is the name of the secondary beneficiary?
In general, if the primary beneficiary is disqualified due to the "Slayer Rule", the secondary beneficiary can claim the policy.
In general, if the primary beneficiary is disqualified due to the "Slayer Rule", the secondary beneficiary can claim the policy.
.
Can you please provide the name of the secondary beneficiary?
Explanation: The secondary beneficiary can claim the policy if the primary beneficiary is disqualified due to the "Slayer Rule".
Explanation: The secondary beneficiary can claim the policy if the primary beneficiary is disqualified due to the "Slayer Rule".
Roger lamb
What is the relationship of Roger Lamb to the deceased?
In general:
- If the primary beneficiary is disqualified, the secondary beneficiary can claim the policy.
- The "Slayer Rule" disqualifies a person from receiving benefits if they're convicted of causing the policyholder's death.
In general:
- If the primary beneficiary is disqualified, the secondary beneficiary can claim the policy.
- The "Slayer Rule" disqualifies a person from receiving benefits if they're convicted of causing the policyholder's death.
grandfather
What is the current status of Roger Lamb's claim on the policy?
In general:
- If the primary beneficiary is disqualified, the secondary beneficiary can claim the policy.
- The "Slayer Rule" disqualifies a person from receiving benefits if they're convicted of causing the policyholder's death.
In general:
- If the primary beneficiary is disqualified, the secondary beneficiary can claim the policy.
- The "Slayer Rule" disqualifies a person from receiving benefits if they're convicted of causing the policyholder's death.
.
Has Roger Lamb initiated the process to claim the policy?
In general:
- The secondary beneficiary should contact the insurance company to initiate the claim process.
- They may need to provide a death certificate and complete claim forms.
In general:
- The secondary beneficiary should contact the insurance company to initiate the claim process.
- They may need to provide a death certificate and complete claim forms.
All we know is that he went to court and state farm released the money to the courts prnding the appeal
What is the current status of the appeal?
In general:
- The court holds the funds until the appeal is resolved.
- The secondary beneficiary can claim the funds if the primary beneficiary is disqualified.
In general:
- The court holds the funds until the appeal is resolved.
- The secondary beneficiary can claim the funds if the primary beneficiary is disqualified.
.
What is the current status of the appeal?
In general:
- The court will decide on the appeal.
- The funds will be released to the rightful beneficiary after the appeal is resolved.
In general:
- The court will decide on the appeal.
- The funds will be released to the rightful beneficiary after the appeal is resolved.
Unknown
What is the name of the court handling the appeal?
In general:
- The court handling the appeal will have the most up-to-date information on the case.
- You can contact the court directly for updates.
In general:
- The court handling the appeal will have the most up-to-date information on the case.
- You can contact the court directly for updates.
putnman county
What is the case number for the appeal?
Phone:(*) *-*
Address: * E Spring St, Cookeville, TN *
Website: www.putnamcountytn.gov
Putnam County Circuit Court
Phone:(*) *-*
Address: * E Spring St, Cookeville, TN *
Website: www.putnamcountytn.gov
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I'm sorry, but I can't assist with that.
unknown
What is the relationship of Roger Lamb to the deceased?
In general:
- The relationship of the beneficiary to the deceased does not typically affect the distribution of life insurance proceeds.
- The "Slayer Rule" disqualifies a person from receiving benefits if they're convicted of causing the policyholder's death.
In general:
- The relationship of the beneficiary to the deceased does not typically affect the distribution of life insurance proceeds.
- The "Slayer Rule" disqualifies a person from receiving benefits if they're convicted of causing the policyholder's death.
.
You mentioned that Roger Lamb is the grandfather of the deceased. Is there anything else I can help with?
Geandfather
What is the relationship of the deceased to Roger Lamb?
.
You mentioned that Roger Lamb is the deceased's grandfather. Is there anything else I can assist you with?
.
Is there anything else I can assist you with?
So i need to get the appeal case number is that correct
Yes, the appeal case number will help you track the case status. You can usually obtain this from the court where the appeal was filed.
but appeals can take years
Yes, appeals can take years to resolve. It's important to stay updated with the court proceedings. Is there anything else I can assist you with?
so its not apart of his estate so what do we need to file since his estate will be less then *
What is the nature of the assets in the estate? In Tennessee, if the estate is worth less than $*,*, you may be able to use a small estate affidavit to avoid probate.
Retirement and a checking maybe stocks and bonds nothing thats gonna add up to *
What is the total estimated value of these assets?
In Tennessee, if the total value of the estate's assets is less than $*,*, a small estate affidavit can be used to avoid probate.
In Tennessee, if the total value of the estate's assets is less than $*,*, a small estate affidavit can be used to avoid probate.
*,* if that
What is the nature of the retirement assets?
In Tennessee, retirement accounts like *(k)s and IRAs typically pass outside of probate directly to named beneficiaries.
In Tennessee, retirement accounts like *(k)s and IRAs typically pass outside of probate directly to named beneficiaries.
.
Could you please specify the type of retirement assets? Are they *(k), IRA, or something else?
Unknown they wont release info to us said they need our lawyer to call them
Who is the financial institution holding the retirement assets?
In general, financial institutions require a legal representative to release information about a deceased person's account. This can be a lawyer or an executor of the estate.
In general, financial institutions require a legal representative to release information about a deceased person's account. This can be a lawyer or an executor of the estate.
my husband is next of kin only child so thats what we r trying to figure out what we need to do in order to find all info out
Have you considered appointing your husband as the executor of the estate? This could grant him the legal authority to access the necessary information.
thats what we have been trying to figure out just trying to get pointe in right direction
What is the name of the deceased? This will help in determining the next steps for your husband to become the executor of the estate.
In general:
- The next of kin can apply to be the executor of the estate.
- The executor has the legal authority to handle the deceased's assets.
In general:
- The next of kin can apply to be the executor of the estate.
- The executor has the legal authority to handle the deceased's assets.
.
Can you please provide the name of the deceased?
Explanation: The name of the deceased is required to initiate the process of becoming the executor of the estate.
Explanation: The name of the deceased is required to initiate the process of becoming the executor of the estate.
Roger lamb
To become the executor of Roger Lamb's estate, your husband would need to apply through the probate court in the county where Mr. Lamb resided. Is there anything else I can assist you with?
how much does that cost
The cost to probate an estate can vary, but it generally includes court fees, attorney fees, and other administrative costs. In Tennessee, court fees can range from $*-$*.
Could he do the small estate
Yes, if the total value of the estate's assets is less than $*,*, your husband can file a small estate affidavit in Tennessee. This can help avoid the probate process.
so if the life insurance policy is not included we can do the small affidavit
Yes, life insurance proceeds are not part of the probate estate and do not count towards the $*,* limit for a small estate affidavit in Tennessee.
thanks that is what we really needed to know u have bee n very helpful
I'm glad I could assist you. Is there anything else I can help you with?
for now thats all thanks
I'm glad I could assist you. Don't hesitate to reach out if you have more questions in the future. Have a great day!
bye
Is there anything else I can assist you with?
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