For Tennessee Successor Trustees
You were named Trustee. Nobody told you what comes next.
Made your Trust or Will online — and no one ever said what happens after?
The moment the person who made the trust dies or can no longer serve, Tennessee's statutory clocks start — the initial notice, the contest window, the creditors' bars. TrusteeClear organizes the trust, computes the statutory periods from the dates you enter, and keeps every step in one place, in your own language.
Tennessee-specific software — not a law firm, not legal advice. TrusteeClear does not arrange attorney review.
Tennessee-specific · Clear guidance in 7 languages · Statute-anchored · From a 3rd-generation South Florida firm (45+ years)
TrusteeClear serves trustees in these states: Florida, Texas, California, New York, Colorado, Pennsylvania, Michigan, Illinois, Arizona, Utah, Georgia, Ohio, Massachusetts, New Jersey, Virginia, Maryland, and Tennessee.
Choose your state:FloridaTexasCaliforniaNew YorkColoradoPennsylvaniaMichiganIllinoisArizonaUtahGeorgiaOhioMassachusettsNew JerseyVirginiaMarylandTennessee
The Tennessee Uniform Trust Code, on a clock
The deadlines nobody told you about
When a Tennessee trust becomes irrevocable — usually when the person who made it dies — the successor trustee has statutory duties with real clocks attached.
Tenn. Code Ann. § 35-15-813(b) · 60 days
Tell the beneficiaries you've accepted
Within 60 days after the later of accepting the trusteeship and the funding of an irrevocable or nongrantor trust, the trustee notifies each current income beneficiary, each vested remainder beneficiary and each nonfiduciary power holder that the trust has been established — a complete copy of the instrument with the trustee's name, address and telephone number, or an abstract.
Mapped to your timeline, with reminders before day 60.
Tenn. Code Ann. § 35-15-604 · After the settlor's death
The window to contest the trust
A person may contest the validity of a trust that was revocable at the settlor's death within the earlier of two years after the death, or 120 days after the trustee sends that person a copy of the instrument and a notice of the trust's existence, the trustee's name and address, and the time allowed.
Computed from the date of death you record — and from each copy of the instrument you record sending.
Tenn. Code Ann. § 35-15-813(a)(1) · Ongoing
Keep the beneficiaries informed
The trustee keeps the current distributees of income or principal reasonably informed about the administration and the material facts necessary to protect their interests, and answers a qualified beneficiary's request for information in a reasonable time; the statute sets no periodic report, and any beneficiary may waive.
The ledger any statement draws on, built as you go — the statute sets no periodic report.
Trust made online? The duties are exactly the same.
Trusts created through online services or from templates carry the same Tennessee Uniform Trust Code obligations as attorney-drafted ones — there's just no law office calling to tell you. If the drafting attorney has retired, moved on, or was never involved, the responsibility still sits with the trustee.
These duties belong to the trustee personally. Missing them can expose the trustee to challenges from beneficiaries and complicate the administration — the point of a clear process is that nothing is missed.
The product, not the promise
Watch one matter move — three moments, on the record.
Week one — the role, mapped
Accept the trusteeship — Tenn. Code Ann. § 35-15-701
DoneSend the initial notice — Tenn. Code Ann. § 35-15-813(b) · 60 days after acceptance and funding
DraftedDraft the certification of trust for the attorney's review — Tenn. Code Ann. § 35-15-1013
You send itOpen the trust's record of receipts and disbursements — Tenn. Code Ann. § 35-15-813(a)(1)
ScheduledDrafted from your answers, for the firm's attorney to review — Tenn. Code Ann. § 35-15-813(b) initial notice
The statute sets what must be said. Your answers fill it in. The software never composes law.
The append-only record — who did what, when
14:02 — Initial notice draft approved — Trustee
14:31 — Beneficiary notice added to records
15:10 — Ledger period opened — system
In checkable numbers
- languages, with the whole journey guided in your own
- 7
- statutory clocks mapped to your timelineTenn. Code Ann. § 35-15-813(b) · § 35-15-604(a)(1) · § 35-15-813(a)
- 2
- Tennessee instruments produced, each cited to its statute
- 3
- one-time founding membership — for the life of the matter
- $199
Counts are derived at render from the shipped registries — they cannot drift from the product.
From named to guided, in three steps
How TrusteeClear guides you
1
Upload the trust
AI organizes what the document says with source references for you to check and confirm.
2
See every duty and date
Your Tennessee duties are mapped to a clear timeline — the initial notice, the contest window, the record you keep — with reminders before anything comes due.
3
Take each step, guided
Clear information for every step, a documented record as you go, and everything ready to bring to a licensed Tennessee attorney of your choosing whenever a legal judgment is needed.
What we produce
Real Tennessee instruments — not templates with blanks.
Initial Notice
Tenn. Code Ann. § 35-15-813(b)
Certification of Trust
Tenn. Code Ann. § 35-15-1013
Discharge Notice & Statement
Tenn. Code Ann. § 35-15-817(c)
Founding member — first 10 Trusts
$199 · lifetime membership for your trust
One payment. The role check is free; the founding membership covers your trust's guided administration — duties, deadlines, documents, and record — for the life of the matter.
- Guided duties & first steps
- Statutory deadline tracking
- Ledger statements & beneficiary notices
- Certification of trust & document vault
- Everything ready for your own attorney
TrusteeClear is software, not a law firm, and does not give legal advice. It does not arrange attorney review. A licensed Tennessee attorney of your choosing can read your record at any time.
Your attorney, your choice
AI organizes. You decide. Your attorney, if you have one, gets a complete record.
When a step calls for legal judgment, the platform says so and points you to a licensed Tennessee attorney of your choosing. TrusteeClear does not arrange attorney review. Nothing auto-files, ever.
Working with your own attorney →For estate-planning firms
Are you a Tennessee estate-planning firm?
License TrusteeClear as your firm's branded trustee layer — AI analysis under attorney control, supervised administration, and the client experience your competitors don't have.
Security & isolation, not an afterthought
Built to be trusted with a family's business.
Tenant isolation
Every firm and family is isolated at the database with row-level security — not just in app code.
Encryption
Encrypted in transit and at rest; secrets are server-only and never exposed to the browser.
Provenance trail
An append-only record of what was generated, cited, and reviewed.
Your attorney, your choice
TrusteeClear does not provide attorney review to individual customers. Your record is organized so a licensed Tennessee attorney of your choosing can read it at any time.
Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the clear step-by-step guidance, and exactly when a Tennessee attorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.
Start with the free role check.
Answer a few questions and see exactly what your Tennessee trustee role requires — before you pay anything, before anything is filed.