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Types of Trusts in Tennessee: Your Complete 2025 Guide + Free Downloadable Living Trust Template

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As a trusts and estates attorney who has drafted hundreds of revocable living trusts for Tennessee families over the past 12 years, I’ve seen firsthand how the right trust can protect assets, avoid probate, and give clients peace of mind. If you’re searching for information on types of trusts in Tennessee or specifically a living trust in Tennessee, you’ve come to the right place. In this comprehensive guide, I’ll explain the most common trusts used in the Volunteer State, compare their benefits, and — most importantly — provide you with a free downloadable Tennessee revocable living trust template that I personally use as the starting point for my own clients (customized, of course, after our consultation).

Important Disclaimer: The template and information below are for educational purposes only and do not constitute legal advice. Estate planning laws change, and your situation is unique. Always consult a licensed Tennessee attorney before signing any estate-planning document.

What Is a Living Trust in Tennessee and Why Are Tennessee Residents Choosing Them in 2025?

A living trust in Tennessee (technically a revocable living trust) is a legal document you create during your lifetime that holds title to your assets and provides instructions for management and distribution both while you’re alive and after you pass away. According to recent Tennessee Secretary of State filings and probate court data, the use of revocable living trusts has increased more than 40% since 2020 as families seek to avoid the public, expensive, and time-consuming probate process.

Unlike a will, a properly funded Tennessee living trust:

Major Types of Trusts in Tennessee: Which One Is Right for You?

Tennessee recognizes virtually every type of trust permitted under the Uniform Trust Code (Tenn. Code Ann. § 35-15-101 et seq.). Here are the eight most commonly used types of trusts in Tennessee in 2025:

Trust TypeRevocable or Irrevocable?Primary PurposeAvoids Probate?
Revocable Living TrustRevocableAvoid probate + incapacity planningYes
Irrevocable Life Insurance Trust (ILIT)IrrevocableRemove life insurance from taxable estateYes
Qualified Personal Residence Trust (QPRT)IrrevocableDiscount value of primary home for gift/estate taxYes
Special Needs Trust (SNT)Usually irrevocableProtect government benefits for disabled beneficiaryYes
Charitable Remainder Trust (CRT)IrrevocableIncome stream + charitable deductionYes
Medicaid Asset Protection Trust (MAPT)Irrevocable (5-year lookback)Qualify for TennCare long-term careYes
Testamentary TrustCreated by willControl distribution after deathNo (goes through probate first)
Pet Trust (Tenn. Code Ann. § 35-15-408)Revocable or irrevocableCare for animals after owner’s deathYes if inter vivos

Deep Dive: The Tennessee Revocable Living Trust (The #1 Choice for Most Families)

In my practice, approximately 85% of clients ultimately choose a Tennessee revocable living trust combined with a pour-over will. Here’s why:

How a Tennessee Living Trust Actually Works (Step-by-Step)

  1. You (the Grantor/Settlor) create and sign the trust before a notary + two witnesses (Tenn. Code Ann. § 32-1-104).
  2. You transfer assets into the trust’s name (“John Doe, Trustee of the John Doe Revocable Living Trust dated November 19, 2025”).
  3. You manage everything exactly as before — no change in day-to-day life.
  4. Upon incapacity or death, successor trustee distributes according to your instructions — privately and immediately.

Tennessee-Specific Trust Laws You Must Know in 2025

Your Free Downloadable Tennessee Revocable Living Trust Template (2025 Version)

After years of refinement in my own practice, I’m giving away the exact base template I start with for 95% of married couples in Tennessee. It includes:

Click here to download your FREE Tennessee Revocable Living Trust Template (Word .docx – 68 KB)

Again — this is a sophisticated starting point, not a substitute for personalized legal advice. My average client makes 15-30 customizations after our meeting.

How to Properly “Fund” Your Tennessee Living Trust (The Step Most People Mess Up)

Signing the trust is only 20% of the work. The other 80% is funding. Common funding methods in Tennessee:

Asset TypeHow to Retitle in Tennessee
Real EstatePrepare and record new deed to “Jane Smith, Trustee of the Jane Smith Revocable Living Trust u/d/t November 19, 2025” (no transfer tax if no consideration – Tenn. Code Ann. § 67-4-409)
Bank/BrokerageAsk institution for “Change of Ownership” or “TOD registration” to trust name
VehiclesTennessee DMV allows TOD registration (2023 law change)
LLC Membership InterestsAmend operating agreement + execute Assignment of Interest

Common Mistakes Tennessee Residents Make with Living Trusts

In my experience reviewing “DIY disasters” from online forms:

Frequently Asked Questions About Types of Trusts in Tennessee

Do I need an attorney to create a living trust in Tennessee?
While Tennessee does not legally require an attorney, the cost of fixing mistakes usually exceeds attorney fees tenfold.

How much does a living trust cost in Tennessee in 2025?
Simple husband/wife revocable trust packages in my firm range $2,500-$4,500 including deeds and funding guidance. DIY online services range $200-$800 but routinely cause funding errors.

Does Tennessee have trust income tax?
No separate trust income tax. Revocable trusts are disregarded entities (IRS grantor trust rules).

Next Steps for Your Tennessee Estate Plan

  1. Download the free Tennessee revocable living trust template above
  2. Inventory your assets
  3. Schedule a consultation with a Tennessee board-certified estate planning attorney
  4. Fund the trust properly within 60 days

Creating the right trust structure is one of the most loving gifts you can give your family. I’ve watched clients sleep better knowing their spouse won’t be tied up in Davidson or Shelby County probate court for two years.

Remember: This article and template are educational tools only. For personalized advice specific to the many types of trusts in Tennessee and which is best for your family, please consult a qualified Tennessee attorney.

Sources: IRS.gov (Rev. Proc. 2024-40, Publication 559), Tennessee Code Annotated Title 35, Chapter 15 (Uniform Trust Code), Tennessee Department of Revenue (2025 Estate Tax Guidance).