How Probate Works in Franklin, Williamson County
Probate in Williamson County is handled through the Chancery Court in Franklin. Many day-to-day probate matters are first heard by the Clerk and Master, Jakob Schwendimann, who acts as the probate judge in most routine cases. If a party disagrees with an order entered by the Clerk and Master, that decision can be appealed to the Chancellor, who has the final say in the Chancery Court.
The basic steps follow Tennessee law, but the court has its own procedures and preferences, so working with a lawyer who regularly appears in Williamson County Chancery Court can make the process smoother.
Opening the Estate
The process begins when the personal representative (either the executor named in a will, or an administrator if there is no will) files a petition with the Chancery Court to open the estate.
Bond
In many estates, the court will also decide whether the personal representative must post a bond. A bond is similar to insurance; it protects heirs and beneficiaries if the executor or administrator mishandles funds or fails to properly administer the estate. Bond is often waived when the will says no bond is required or when all heirs agree. However, it is more likely to be required when there is no will, there is family conflict about who should serve, or there are concerns about how the estate will be managed.
Letters Testamentary and Letters of Administration
Once any required bond is approved, the court issues Letters Testamentary (if there is a will) or Letters of Administration (if there is not). These Letters give the personal representative legal authority to act on behalf of the estate. Banks, investment firms, and title companies can often require certified copies of the Letters before they will release funds or transfer property, so it is not uncommon to obtain several certified copies at the outset.
Electronic Filing
In Williamson County, most probate documents are filed electronically through the court’s e-filing system, which helps move cases along more efficiently, especially when multiple orders and notices are required over time.
Validating the Will
If there is a will, it must be presented to the court and admitted to probate. Tennessee allows for self-proving wills, which were signed before a notary and witnesses, to be admitted more easily. Wills that were not self-proved may require additional steps, such as having witnesses appear or provide sworn statements, before the court accepts them.
Inventory, Accounting, and Court Oversight
Inventory
In many estates, the personal representative must file an inventory listing the probate assets and their values. This inventory is generally due within 60 days after the estate is opened and gives the court a snapshot of what is in the estate. The inventory can sometimes be waived if the will says so or if all heirs and beneficiaries consent, but the personal representative should still keep detailed internal records.
Accounting of Estate
Unless waived, the court may also require periodic accountings that show all money and property that came into the estate, all expenses paid, and all distributions made. Even when formal accountings are waived in an uncontested estate, the personal representative remains legally responsible for maintaining complete financial records and being able to explain how estate funds were handled.
Notifying Creditors
Once the estate is open, Tennessee law requires the personal representative to publish a Notice to Creditors in a local newspaper and send written notice to known or reasonably identifiable creditors. This starts a four-month window for most creditors to file claims against the estate.
During this creditor period, the personal representative must review any claims and either pay valid ones or formally object to disputed claims. Disputed claims are heard before the Clerk and Master and either side can ultimately appeal to the Chancellor.
Because assets generally should not be fully distributed until the creditor deadline has passed, this four-month period is one of the main reasons probate in Williamson County rarely finishes in less than six months.
Paying Debts and Taxes
After the creditor period closes, the personal representative must pay valid debts, administrative expenses, and applicable taxes. Tennessee repealed its state estate tax in 2016, but federal estate tax can apply to larger estates, and income tax issues can still arise depending on the nature of the assets.
Distributing the Estate
Once debts are satisfied, the remaining assets are distributed to the beneficiaries named in the will, or according to Tennessee’s intestacy statutes if there was no will. The personal representative then files closing paperwork with the court, such as a final accounting or a simplified closing statement if everyone agrees, and the estate is formally closed.
The Personal Representative’s Role
The personal representative is the person responsible for managing the estate throughout the probate process. This is a significant legal responsibility. A personal representative must act in the best interests of the estate and all beneficiaries, keep detailed records, file all required court documents on time, and handle the distribution of assets correctly.
Personal representatives who make mistakes, even unintentional ones, can be held personally liable. Because of that liability, personal representatives must act prudently and carefully. Many people appointed as executor have never been through probate before and are not sure where to start. Our probate attorneys work alongside personal representatives throughout the entire process, handling the legal filings, correspondence, and court appearances so that nothing falls through the cracks.