Property Management Plan Download Free Print-Only PDF OR Purchase Interactive PDF Version of this Form
Property Management Plan Form. This is a Tennessee form and can be use in Shelby Local County.
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Tags: Property Management Plan, Tennessee Local County, Shelby
STATE OF TENNESSEE
IN THE PROBATE COURT OF SHELBY COUNTY
IN THE MATTER OF:
NO.___________________
___________________________
Minor/Disabled Person
_____________________________________________________________________________
PROPERTY MANAGEMENT PLAN
_____________________________________________________________________________
Pursuant to Tennessee Code Annotated Sec. §34-1-115, the undersigned guardian or
conservator submits the following proposed Property Management Plan: (Check one of the
following)
______ All assets held by the undersigned for the ward will be invested in accounts or
certificates of deposit fully insured by an agency of the federal government. All such
investments shall be in financial institutions maintaining offices located in Shelby County,
Tennessee.
OR
______ Investments are to be made other than as stated above:
It is understood that the purpose of this Property Management Plan is to advise the Court
of the general type of property in which the ward’s property will be invested so that the Court
will be assured the guardian or conservator will be making approved investments. It is
understood that the undersigned must request Court Approval to change the nature of
investments to be made.
This __________ day of ___________________, 20_______.
____________________________
Guardian / Conservator
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