ProbateUS
Probate Court

Sumner County

Tennessee

615-452-4282

Court Location & Contact

Address

155 East Main Street, Room 3600, Gallatin, TN 37066

Fax

615-451-6031

Judges & Officers

LW
Louis W. Oliver, III (Chancellor)

Probate Forms Library

67 fillable forms — scroll to browse

CHECKLIST of Estate Forms REQUIRED to set case for hearingcountyDownload
Consent to Serve as Conservator form and NEW REQUIREMENTS for ConservatorshipscountyDownload
Consent to Serve without Bond (for Small Estate)countyDownload
Conservatorship Surety BondcountyDownload
Conservatorship/Guardianship InventorycountyDownload
Conservatorship/Guardianship Property Management PlancountyDownload
Documents Required To Close An EstatecountyDownload
Estate AccountingcountyDownload
Estate InventorycountyDownload
Estate Surety BondcountyDownload
Fiduciary Oath for Conservatorships/GuardianshipcountyDownload
Final Conservatorship AccountingcountyDownload
Interim/Annual Conservatorship AccountingcountyDownload
Interim/Annual Guardianship AccountingcountyDownload
List OfcountyDownload
Nonresident Fiduciary Information/ApplicationcountyDownload
Petition for Appointment of Conservator by Transfer T.C.A. § 34-8-302countyDownload
Petition for Appointment of Conservator, GAL and OrdercountyDownload
Petition for GuardianshipcountyDownload
State of TN Nonresident Fiduciary ApplicationcountyDownload
Verified Claim Against an EstatecountyDownload
1041Accumulation Distribution for Certain Complex TrustsfederalDownload
1041-TAllocation of Estimated Tax Payments to BeneficiariesfederalDownload
1041Alternative Minimum Tax — Estates and TrustsfederalDownload
Application For Burial BenefitsfederalDownload
SSA-4Application for Child's Insurance BenefitsfederalDownload
SF 2800Application for Death Benefits (CSRS)federalDownload
SF 3104Application for Death Benefits (FERS)federalDownload
Application For DIC, Survivors Pension And/Or Accrued BenefitsfederalDownload
SS-4Application for Employer Identification NumberfederalDownload
706Application for Extension of Time To File a Return and/or Pay U.S. Estate TaxesfederalDownload
SSA-10Application for Widow's or Widower's Insurance BenefitsfederalDownload
1041Beneficiary's Share of Income, Deductions, Credits, etc.federalDownload
1041Capital Gains and Losses (Estates and Trusts)federalDownload
706-CECertification of Payment of Foreign Death TaxfederalDownload
FE6Claim for Death Benefits (FEGLI)federalDownload
VA40-1330Claim For Standard Government Headstone Or MarkerfederalDownload
SF 2818Continuation of Life Insurance Coverage as AnnuitantfederalDownload
FE7Designation Of Beneficiary (FEGLI)federalDownload
SF 2823Designation Of Beneficiary Federal Employees' Group Life InsurancefederalDownload
FS 5336Disposition of Treasury Securities Belonging to a Decedent's Estate Being Settled Without AdministrationfederalDownload
8855Election To Treat a Qualified Revocable Trust as Part of an EstatefederalDownload
1041Estimated Income Tax for Estates and TrustsfederalDownload
706Generation-Skipping Transfer Tax (Form 706)federalDownload
706-GSGeneration-Skipping Transfer Tax Return for DistributionsfederalDownload
706-GSGeneration-Skipping Transfer Tax Return for TerminationsfederalDownload
8971Information Regarding Beneficiaries Acquiring Property From a DecedentfederalDownload
56Notice Concerning Fiduciary RelationshipfederalDownload
706-GSNotification of Distribution From a Generation-Skipping TrustfederalDownload
1041-VPayment Voucher (Estate or Trust)federalDownload
I-360Petition For Amerasian, Widow(er), Or Special ImmigrantfederalDownload
2848Power of Attorney and Declaration of RepresentativefederalDownload
FS 1455Request By Owner or Person Entitled to Payment for Reissue of United States Savings BondsfederalDownload
706 HASRequest for Discharge From Personal Liability Under IRC 2204 or 6905federalDownload
4810Request For Prompt Assessment Under Internal Revenue Code Section 6501(d)federalDownload
FS 1522Special Form of Request for Payment of United States Savings and Retirement SecuritiesfederalDownload
SSA-721Statement of Death by Funeral DirectorfederalDownload
1310Statement of Person Claiming Refund Due a Deceased TaxpayerfederalDownload
706-NAU.S. Estate Tax Return for Nonresident Not a Citizen of the U.S.federalDownload
706-QDTU.S. Estate Tax Return for Qualified Domestic TrustsfederalDownload
1041 UU.S. Income Tax Return for Estates and TrustsfederalDownload
1041-AU.S. Information Return Trust Accumulation of Charitable AmountsfederalDownload
706-AUnited States Additional Estate Tax ReturnfederalDownload
706 UNITEDUnited States Estate (and Generation-Skipping Transfer) Tax ReturnfederalDownload
709United States Gift (and Generation-Skipping Transfer) Tax ReturnfederalDownload
A guide for clerks serving courts with probate jurisdictionTennessee Administrative Office of the CourtsstateDownload
RULES OF THE PROBATE COURT OF SHELBY COUNTY, ...Tennessee Administrative Office of the CourtsstateDownload

Probate Guide

Probate in Sumner County, Tennessee

The Sumner County Probate Court handles all matters related to the estates of deceased persons, including the validation of wills, appointment of executors and administrators, and the supervised distribution of assets. If you need to file for probate in Sumner County, TN, this guide covers what you need to know.

What Is Probate?

Probate is the legal process of settling a deceased person's estate. It involves validating the will (if one exists), identifying and inventorying assets, paying debts and taxes, and distributing remaining property to heirs and beneficiaries. In Tennessee, the probate court in each county oversees this process.

When Is Probate Required in Tennessee?

Probate is generally required when:

  • The deceased owned real estate solely in their name

  • The estate contains assets above Tennessee's small estate threshold

  • There are disputes among heirs or creditors

  • Assets are not held in a trust or joint tenancy

Steps to File for Probate in Sumner County

  1. Locate the will (if one exists) and gather the death certificate

  2. File a petition with the Sumner County Probate Court to open probate

  3. Notify heirs and creditors as required by Tennessee law

  4. Inventory the estate — identify all assets, debts, and liabilities

  5. Pay debts and taxes — settle outstanding obligations from estate funds

  6. Distribute remaining assets — according to the will or state intestacy laws

  7. Close the estate — file a final accounting with the court

How Long Does Probate Take?

In Tennessee, probate typically takes 6 to 18 months depending on the complexity of the estate. Simple estates with no disputes may be resolved faster, while contested wills or complex asset distributions can take longer.

Do You Need a Probate Attorney?

While Tennessee does not always require an attorney for probate, it is strongly recommended, especially for estates with significant assets, real estate, business interests, or potential disputes. A local probate attorney familiar with Sumner County Probate Court procedures can help navigate the process efficiently.

Resources

For more information about the probate process, visit the Sumner County Probate Court directly or consult with a local probate attorney. You can also explore tools like EverSettled for step-by-step estate settlement guidance.

Additional Notes

The Sumner County Chancery Court handles probate matters. Effective February 1, 2023, all PROBATE Hearings may ONLY be conducted in-person by receiving prior permission from the Chancellor. The Chancery Court, Clerk & Master's office accepts filings by mail, in-person, facsimile (fees apply), or by E-filing through Tybera.

Office Hours

Monday-Friday8:00 AM - 4:30 PM

FAQ

Where do I file for probate in Sumner County, TN?

Probate petitions for estates in Sumner County are filed at the Sumner County Probate Court. Contact the court directly for filing instructions and office hours.

How much does probate cost in Sumner County?

Probate filing fees in Sumner County, Tennessee vary based on the estate value and type of petition. Contact the probate court clerk for the current fee schedule.

How long does probate take in Tennessee?

Probate in Tennessee typically takes 6 to 18 months. Timeline depends on estate complexity, creditor claims, and whether the will is contested.

Can I avoid probate?

Assets held in trusts, joint tenancy, or with designated beneficiaries (like life insurance and retirement accounts) can pass outside of probate. Consult with an estate planning attorney for strategies specific to your situation.

Do I need a lawyer for probate in Sumner County?

While not always legally required in Tennessee, a probate attorney is recommended for most estates, especially those involving real estate, business interests, or potential disputes among heirs.

What happens if someone dies without a will?

When someone dies intestate (without a will) in Tennessee, their assets are distributed according to state intestacy laws. The Sumner County Probate Court will appoint an administrator to manage the estate.

Probate Attorneys

Closest to this court, Tennessee

Andra Hedrick

Gullett, Sanford, Robinson & Martin, PLLC

Nashville · 24 mi

Blaine Smith

Bass, Berry & Sims, PLC

Nashville · 24 mi

Fiduciary LitigationGeneral Trust & Estate+1

Michael Sontag

Bass, Berry & Sims, PLC

Nashville · 24 mi

James Gooch

Bass, Berry & Sims, PLC

Nashville · 24 mi

G. Michael (Mike) Yopp

Holland & Knight

Nashville · 24 mi

See more attorneys near Sumner County