Estate Planning

We listen to your goals and wishes to create a personalized estate plan that’s right for you and your family. Spend your golden years enjoying your family and the benefits of a life well lived free from worries about the aging process. You’ll be confident and at peace knowing your family is taken care of.
Shot of a mature couple using a digital tablet while going through their paperwork together on the sofa at home


  • A comprehensive analysis of your finances and family situation to create the best plan for you.

  • Drafting a Last Will & Testament to match your goals.

  • Trust drafting and administration, when needed.

  • Asset reallocation, when needed.

  • Beneficiary designation review and advice.

  • Drafting Powers of Appointment when needed.

  • Drafting a Durable Power of Attorney (financial) and a Healthcare Power of Attorney (medical).

  • Drafting a Living Will or Advance Directive that clearly expresses your wishes.

  • Advice and guidance about gifts and estate taxes.

Plan your future with confidence. Book a consultation.

Frequently Asked Questions

Estate planning gives you the ability to decide both who will benefit from your estate, and who will serve your estate in fiduciary roles after your death. Putting these plans in place now is one of the best gifts you can give your family in the future. If you don’t create your own estate plan, Tennessee Law determines who receives your assets.

Someone who passes without a will is referred to as intestate. Tennessee law determines how an intestate individual’s assets should be distributed. The law lays out the next of kin who will receive a portion of the decedent’s estate.

We make the process for estate planning easy and informative.

  1. Start by contacting us for a consultation.
  2. During our consultation, we’ll discuss your goals and a timeline you’d like to adhere to.
  3. We collect important information from you regarding your assets and liabilities, and the people you’d like to benefit. We also discuss how to choose fiduciaries, such as your executor, trustee, and power of attorney.
    We will walk you through the necessary documentation and requirements. We help you weigh the options and decide how to allocate your desires and belongings in a way that protects them for your loved ones.
    We will draft the documents you need to effectuate your plan, and let you review them and ask questions.
    Once we are satisfied your plan is complete, we can set up a time to have your documents signed and notarized.
  4. We stay in touch after we plan for you. You can edit your estate plan at any time, due to life changes, including addition of assets, or changes in your beneficiary information.

Amy Farrar wrote a careful version of a will for my late husband Richard and me in 2017.  In the months and years since, she has listened and advised me during the changing landscapes of my life.  Her work is outstanding!  

- Ruth McDowell Lavender

Professor Emerita of English, Milligan University