What is the practical difference between a revocable and an irrevocable trust for asset protection, and which makes sense for us? – North Carolina Short Answer Under North Carolina law, a standard revocable living trust is excellent for probate avoidance and management if someone becomes incapacitated, but it does not protect assets from long-term care…
Can a beneficiary or family member serve as a witness to my will? – North Carolina Short Answer Under North Carolina law, a beneficiary or family member may serve as a witness to a will, but doing so can cause that person to lose what the will leaves to them unless there are at least…
How do I make my will self-proving so it is easier to accept later? – North Carolina Short Answer Under North Carolina law, a will becomes self-proving when the testator and the required witnesses sign sworn statements (affidavits) in front of a notary or other officer authorized to administer oaths, using the statutory self-proving form…
Do the witnesses need to watch me sign at the same time, or can they sign separately? – North Carolina Short Answer Under North Carolina law, the witnesses do not have to watch the will signing at the same time, and they do not have to sign in each other’s presence. The testator must sign…
North Carolina Estate Planning Lawyer Guide to the New Electronically Stored Will Short answer: A North Carolina estate planning lawyer can now help you keep a traditional written will in a secure electronic format, so it can be offered for probate later even if the original paper document is lost. If you want your wishes…
Do I need a notary in addition to witnesses to make my will valid? – North Carolina Short Answer Under North Carolina law, a typed (attested) will is valid if it is properly signed by the person making the will and witnessed by at least two competent witnesses; notarization is not required for validity. A…
How should we word an intentional disinheritance so it’s clear and harder to contest? – North Carolina Short Answer Under North Carolina law, an intentional disinheritance is clearer and harder to contest when the will: (1) expressly names the person being disinherited, (2) plainly states that the omission is intentional, and (3) clearly disposes of…
What’s the best way to revoke our prior wills and dispose of the old originals? – North Carolina Short Answer Under North Carolina law, the safest way to revoke prior wills is to sign new, properly executed wills that clearly state all earlier wills are revoked, and then physically destroy the old originals. North Carolina…
Is it necessary or beneficial to record a will, and what are the privacy trade‑offs? – North Carolina Short Answer In North Carolina, a will does not need to be “recorded” during the maker’s lifetime to be valid, and doing so rarely adds legal power to the document. A will must be located and then…
North Carolina Estate Planning Lawyer: A Practical Guide for Families Quick answer: A North Carolina estate planning lawyer helps you create wills, trusts, and other documents that guide what happens to your property and who can make decisions for you, so your family does not face confusion during an already difficult time. When you picture…
