How do I decide whether a will-based plan or a trust-based plan makes more sense for my situation? – North Carolina Short Answer In North Carolina, a will-based plan usually means assets pass through an estate administration (often called “probate”) supervised by the Clerk of Superior Court, while a trust-based plan aims to have key…
What estate planning documents do I need for my situation? – North Carolina Short Answer In North Carolina, most people start with four core estate planning documents: a will, a financial power of attorney, a health care power of attorney, and an advance directive (often called a living will). Depending on the situation, additional documents—like…
Can I get a medical power of attorney if the person I’m helping still has capacity but wants someone to make decisions later? – North Carolina Short Answer Yes. In North Carolina, a person who still has capacity can sign a Health Care Power of Attorney now to name a health care agent to make…
What documents do we need to protect everyone if my parent is still living in the home but wants to let family live there long-term? – North Carolina Short Answer In North Carolina, the safest way to protect everyone when a parent still lives in the home but wants family to live there long-term is…
What estate planning documents should my spouse and I have if we have minor children and a home? – North Carolina Short Answer In North Carolina, most couples with minor children and a home should have (1) wills that name guardians for the children and direct where assets go, (2) financial durable powers of attorney,…
Can the siblings change or end a life estate after the parent has passed away, and what would everyone need to agree to? – North Carolina Short Answer In North Carolina, siblings generally cannot change what a deceased parent’s will created, including a life estate, just because the family later prefers a different arrangement. But…
How can we protect my spouse’s inheritance if my spouse is on Medicaid and not in a long-term care facility? – North Carolina Short Answer In North Carolina, an inheritance received outright by a person on Medicaid can become a countable resource and may cause loss of eligibility unless it is handled quickly and correctly.…
How does a life estate created in a parent’s will work for the person living in the property and for the other heirs? – North Carolina Short Answer In North Carolina, a life estate in a parent’s will usually means one person (the “life tenant”) has the right to live in and use the property…
Recent Legal Update Updated: March 2026 This article has been updated to reflect that the probate-related statute cited in the original version was already recodified. Older probate provisions formerly located in Chapter 31 were moved to Chapter 28A, Article 2A, effective for estates of decedents dying on or after January 1, 2012. The prior article…
If our house and cars are titled in both spouses’ names, do we need special wording on the deed or titles so the survivor can take over without delays? – North Carolina Short Answer Often, yes—because the wording (and the type of co-ownership it creates) controls whether the surviving spouse can take ownership automatically or…
