Tennessee Probate Form

Conservatorship - Inventory

Everything you need to know about Tennessee Form Conservatorship - Inventory, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related TN probate forms.

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About Conservatorship - Inventory

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Conservatorship - Inventory is a commonly used form within Tennessee. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Conservatorship - Inventory

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Conservatorship - Inventory:

  • This form pertains to the State of Tennessee

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Tennessee’s Form Conservatorship - Inventory up to date, certain details can change from time-to-time with little or no communication.

How to file Form Conservatorship - Inventory

Step 1 - Download the correct Tennessee form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Tennessee probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Conservatorship - Inventory, take a break, and then review. Probate and estate settlement processes in TN are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form Conservatorship - Inventory online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Conservatorship - Inventory to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Conservatorship - Inventory is due

Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Tennessee.

5 reasons you should submit this form as quickly as possible:

  1. The sooner you begin, the faster Tennessee can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.

    Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

  2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

  3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

  4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Tennessee. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

  5. If a house in the State of Tennessee is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Tennessee probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Tennessee probate clerk or court for exact answers regarding Form Conservatorship - Inventory, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit this form Online

Conservatorship - Inventory is one of the many probate court forms available for download through Atticus.

It may also be available through some Tennessee probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Tennessee.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Conservatorship - Inventory f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Tennessee probate court office.

Conservatorship - Inventory is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Tennessee-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

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Did you know?

  • Form Conservatorship - Inventory is a probate form in Tennessee.

  • Tennessee has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Tennessee.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in Tennessee, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Conservatorship - Inventory

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding

The Exact Text on Form Conservatorship - Inventory

Here’s the text, verbatim, that is found on Tennessee Form Conservatorship - Inventory. You can use this to get an idea of the context of the form and what type of information is needed.

Inventory Page 1 of 6 5/25/16 In the Circuit Court of Davidson County, Tennessee (Probate Division) CONSERVATORSHIP / GUARDIANSHIP INVENTORY IN THE CONSERVATORSHIP / GUARDIANSHIP OF: DOCKET NO: PERSONAL PROPERTY Except as directed below, list all personal property of the Ward of whatever kind. If the Ward has no property in one or more of the categories, place an “x” in the appropriate position in the column labeled “None.” If additional space is needed in any category, attach a separate sheet properly identified with the case name, case number, and the number of the category. If the Ward is married, state whether the husband, wife, or both own the property by placing an “H,” “W” or “J” in the column labeled “Husband, Wife or Joint.” If the property is being held for the Ward by someone else, state that person’s name and address under “Description and Location of Property.” TYPE OF PROPERTY N O N E HUSBAND WIFE / JOINT DESCRIPTION AND LOCATION OF PROPERTY (Continuation Sheets May Be Attached) CURRENT ESTIMATED VALUE OF WARD’S INTEREST IN PROPERTY, WITHOUT DEDUCTING ANY ENCUMBRANCES 1. Cash on hand. __ __ $ 2. Checking, savings or other __ __ $ financial accounts, certifi- __ __ $ cates of deposit or shares __ __ $ in banks, savings and loan, __ __ $ thrift, building and loan, and __ __ $ home-stead associations, __ __ $ or credit unions, brokerage __ __ $ houses or cooperatives. __ __ $ Please itemize each acct __ __ $ and give particulars. __ __ $ 3. Security deposits with __ __ $ public utilities, telephone __ __ $ companies, landlords, __ __ $ and others. __ __ $ 4. Household goods and __ __ $ furnishings, including __ __ $ audio, video, and __ __ $ computer equipment. __ __ $ 5. Books; pictures and other __ __ $ art objects; antiques; __ __ $ stamp, coin, record, and __ __ $ other collectibles. __ __ $ 6. Safety deposit box. __ __ $ Please itemize contents. __ __ $ Inventory Page 2 of 6 5/25/16 7. Furs and jewelry. Please __ __ $ itemize and give particulars. __ __ $ 8. Firearms and sports, __ __ $ photographic, and other __ __ $ hobby equipment. __ __ $ 9. Interests in insurance __ __ $ policies. Name insurance __ __ $ company of each policy __ __ $ and itemize surrender or __ __ $ refund value of each. __ __ $ 10. Annuities. Itemize and __ __ $ name each issuer. __ __ $ 11. Interests in an education __ __ $ IRA as defined in __ __ $ 26 U.S.C. §530(b)(1) or __ __ $ under a qualified State __ __ $ tuition plan as defined in __ __ $ 26 U.S.C. §529(b)(1). __ __ $ Give particulars. (File __ __ $ separately the record(s) __ __ $ of any such interests(s)). __ __ $ 12. Interests in IRA, ERISA, __ __ $ Keogh, or other pension __ __ $ or profit sharing plans. __ __ $ Please itemize. __ __ $ 13. Stock and interests in __ __ $ incorporated and unin- __ __ $ corporated businesses. __ __ $ Please itemize. __ __ $ 14. Interests in partnerships __ __ $ or joint ventures. Itemize. __ __ $ 15. Government and __ __ $ corporate bonds and __ __ $ other negotiable and non- __ __ $ negotiable instruments. __ __ $ Please itemize. __ __ $ 16. Accounts receivable. __ __ $ 17. Alimony, maintenance, __ __ $ support, and property __ __ $ settlements to which the __ __ $ Ward is or may be __ __ $ entitled. Give particulars. __ __ $ 18. Other liquidated debts owed __ __ $ to Ward, including tax __ __ $ refunds. Give particulars. __ __ $ Inventory Page 3 of 6 5/25/16 19. Equitable or future __ __ $ interests, life estates, __ __ $ and rights or powers __ __ $ exercisable for the __ __ $ benefit of the Ward __ __ $ other than those listed __ __ $ in Real Property below. __ __ $ 20. Contingent and non- __ __ $ contingent interests in __ __ $ estate of a decedent, __ __ $ death benefit plan, life __ __ $ insurance policy, or trust. __ __ $ 21. Other contingent and __ __ $ unliquidated claims of __ __ $ every nature, including tax __ __ $ refunds, counterclaims of __ __ $ the Ward, and rights to __ __ $ setoff claims. Give __ __ $ estimated value of each. __ __ $ 22. Patents, copyrights, __ __ $ royalties, and other __ __ $ intellectual property. __ __ $ Give particulars. __ __ $ 23. Licenses, franchises, and __ __ $ other general intangibles. __ __ $ Give particulars. __ __ $ 24. Automobiles, trucks, __ __ $ trailers, and other __ __ $ vehicles and accessories. __ __ $ Please itemize. __ __ $ 25. Boats, motors, __ __ $ and accessories. __ __ $ Please itemize. __ __ $ 26. Aircraft and accessories. __ __ $ 27. Office equipment, __ __ $ furnishings and supplies. __ __ $ 28. Machinery, fixtures, __ __ $ equipment, inventory, and __ __ $ supplies used in business. __ __ $ 29. Livestock. __ __ $ 30. Crops – growing or __ __ $ harvested. Give particulars. __ __ $ 31. Farming equipment __ __ $ and implements. __ __ $ Inventory Page 4 of 6 5/25/16 32. Farm supplies, __ __ $ chemicals, and feed. __ __ $ 33. Other personal property __ __ $ of any kind not already __ __ $ listed. Please itemize. __ __ $ ___ continuation sheets attached. Total from attachments > $ TOTAL PERSONAL PROPERTY > $ REAL PROPERTY Except as directed below, list all real property in which the Ward has any legal, equitable, or future interest, including all property owned as a co-tenant, community property, or in which the Ward has a life estate. Include any property in which the Ward holds rights and powers exercisable for the Ward’s own benefit. If the Ward is married, state whether the husband, wife, or both own the property by placing an “H,” “W” or “J” in the column labeled “Husband, Wife or Joint.” If the Ward holds no interest in real property, write “None” under “Desc ription and Address of Property.” DESCRIPTION AND ADDRESS OF PROPERTY LIENHOLDER (if applicable) HUSBAND WIFE / JOINT CURRENT VALUE OF WARD’S INTEREST IN PROPERTY, WITHOUT DEDUCTING ANY ENCUMBRANCES 1. $ 2. $ 3. $ 4. $ 5. $ 6. $ 7. $ 8. $ 9. $ 10. $ TOTAL REAL PROPERTY > $ Inventory Page 5 of 6 5/25/16 INCOME SOURCES The Ward receives the following as income, pension, social security, or other sources: AMOUNT FREQUENCY SOURCE $ per from $ per from $ per from $ per from $ per from $ < TOTAL MONTHLY INCOME The foregoing is a full, true and perfect Inventory of all of the goods and chattels, rights and credits of this Estate which have come to my knowledge or possession to the best of my knowledge and belief, this ____________________ day of , 20_____. Signature of FIDUCIARY Sworn to and subscribed before me, this ______________ day of , 20______. NOTARY PUBLIC My Commission Expires: RICHARD R. ROOKER, Clerk By: D.C. APPROVED FOR RECORDING By: Probate Judge / Probate Master Inventory Page 6 of 6 5/25/16 CERTIFICATE OF SERVICE [YOU MUST MAIL A COPY OF THIS ENTIRE DOCUMENT TO ALL INTERESTED PARTIES AND COMPLETE THIS CERTIFICATE VERIFYING THE DATE MAILED AND PARTIES IT WAS MAILED TO.] I hereby certify that a true and exact copy of the foregoing Inventory has been served by U.S. Mail, postage prepaid, upon the interested parties listed below. (SIGNATURE) DATE: NAME: ADDRESS: NAME: ADDRESS: NAME: ADDRESS: NAME: ADDRESS: NAME: ADDRESS: NAME: ADDRESS: NAME: ADDRESS: NAME: ADDRESS: [ADD ADDITIONAL PAGE(S) FOR LISTING OF INTERESTED PARTIES, IF NECESSARY]

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