Estate Planning Services

At Troutman Title and Escrow, we provide comprehensive estate planning services to help individuals and families protect their assets, secure their legacy, and ensure a smooth transfer of wealth. Our attorney-led team offers personalized estate planning solutions tailored to your specific needs, ensuring that your loved ones are cared for and your wishes are legally documented.

Why Estate Planning is Important

Without a proper estate plan, your assets may be distributed according to Tennessee state law, which may not align with your wishes. Estate planning ensures:
✔ Your family and beneficiaries receive assets as intended
✔ Your estate avoids unnecessary taxes and legal delays
✔ Your medical and financial decisions are honored if you become incapacitated

Our Estate Planning Services

  1. Last Will & Testament

    • A will ensures that your assets are distributed according to your wishes. We draft legally sound wills that cover:
      • Designating heirs and beneficiaries
      • Assigning guardianship for minor children
      • Naming an executor to manage your estate

  2. Revocable & Irrevocable Trusts

    • A trust can help avoid probate, protect assets, and provide tax benefits. We create:
      • Revocable Living Trusts – Allows you to manage assets during your lifetime and smoothly transfer them after your passing.
      • Irrevocable Trusts – Provides asset protection and tax advantages for high-value estates.

  3. Power of Attorney (POA)

    • A Power of Attorney allows you to designate someone to make financial and legal decisions on your behalf if you become incapacitated.
    • We offer:
      • Financial Power of Attorney – Grants authority over financial matters.
      • Medical Power of Attorney – Allows a trusted individual to make healthcare decisions if you are unable.

  4. Advance Healthcare Directives & Living Wills

    • A Living Will outlines your medical preferences in case of serious illness or incapacity.
    • Healthcare Directives provide instructions to doctors and family members about end-of-life care, reducing confusion and conflict.

  5. Asset Protection & Beneficiary Planning

    • We help structure your estate to minimize tax burdens and protect assets from creditors or legal disputes.
    • We assist in designating beneficiaries for bank accounts, retirement funds, and life insurance policies.

  6. Real Estate & Business Succession Planning

    • If you own property, rental investments, or a business, we create structured plans to ensure smooth transitions of ownership.
    • LLC & Business Succession Planning protects family businesses and investments for future generations.

Why Choose Troutman Title and Escrow for Estate Planning?

✔ Attorney-Led Expertise: Our estate plans are crafted by experienced attorneys, ensuring legal accuracy and peace of mind.

✔ Local Knowledge & Personalized Service: We understand Tennessee’s estate laws and provide customized solutions for families in Campbell County, Norris Lake, Scott County, Union County, and beyond.

✔ Protects Your Legacy & Loved Ones: We understand Tennessee’s estate laws and provide customized solutions for families in Campbell County, Norris Lake, Scott County, Union County, and beyond.

✔ Seamless Integration with Real Estate & Business Planning: Unlike standard estate planners, we specialize in protecting real estate investments and structuring business successions.

Plan for the Future with Confidence

Estate planning is not just for the wealthy—it’s for anyone who wants to protect their assets, avoid legal complications, and provide for their loved ones. At Troutman Title and Escrow, we guide you through the process with clarity, efficiency, and legal expertise.

Start securing your legacy today—contact us to schedule a consultation.