News and Articles

Explore our informative articles, insights, and updates focused on North Carolina Estate Administration, Estate Planning, Partition Actions, and Surplus Fund cases. Our goal is to make these complex topics accessible, offering you guidance and understanding at each step of the legal process. Whether you’re looking to navigate probate administration, protect your assets through careful planning, understand partition actions, or resolve issues with surplus funds, our articles are designed to empower you with practical advice, legal insights, and actionable steps. Stay informed and feel confident as you make decisions about your estate and legal matters.

What steps can I take to remove a mismanaging co-administrator and appoint a successor under North Carolina probate law?

FAQ 1: What can I do if my co-administrator is threatening my removal and mismanaging estate assets? In North Carolina, co-administrators share equal authority to manage an estate. If one co-administrator threatens removal or acts in ways you believe breach fiduciary duties, you have clear statutory remedies. Under N.C. Gen. Stat. § 28A-15-2, any interested…

Read more

How do beneficiary-designated (POD/Transfer-on-Death) accounts bypass probate in North Carolina?

How Do Beneficiary-Designated Accounts Like POD or Transfer-on-Death Savings Accounts Affect North Carolina Probate? In North Carolina, assets held with beneficiary designations—such as “Payable on Death” (POD) bank accounts or Transfer-on-Death registrations—bypass probate entirely. When a decedent names a beneficiary on a savings account, the financial institution must release funds directly to that person upon…

Read more

How can I verify whether my NC probate lawyer’s retainer covers full probate administration or limited representation?

What Is the Difference Between Full Probate Administration and Limited Representation in North Carolina, and How Can I Confirm My Attorney’s Scope of Services? When you hire a probate attorney in North Carolina, the retainer agreement should clearly describe whether you’re engaging for full probate administration or for a limited task. Full probate administration generally…

Read more

How can heirs and co-owners resolve competing claims and include all interested parties in an Alamance County partition action?

How can co-owners and heirs resolve competing claims and join interested parties in an Alamance County partition action? When several beneficiaries inherit real property in Alamance County, they often file a partition action under N.C. Gen. Stat. Chapter 46 to divide or sell the land. A partition petition goes to the clerk of superior court…

Read more

Under North Carolina law, how are lapsed gifts handled when a will’s sole beneficiary predeceases the testator without an alternate?

1. What Happens When a Will’s Sole Beneficiary Dies Before the Testator? Detailed Answer Under North Carolina law, if a will leaves an asset to a named beneficiary who dies before the testator and the will contains no alternate beneficiary clause, the gift typically “lapses” and falls into the residuary estate or passes by intestacy.…

Read more