What happens if I become incapacitated without a power of attorney or HIPAA release in place? – North Carolina Short Answer In North Carolina, if you lose capacity without signed powers of attorney or a HIPAA release, no one automatically has authority to manage your money or access your medical records. For finances and many…
What happens if my appointed agent under a power of attorney can’t serve because no successor is named? – North Carolina Short Answer Under North Carolina law, if your named financial agent cannot serve and you did not name a successor, no one automatically steps in to manage your money or property. If you still…
Can I grant gifting and property sale authority to my agent in a financial power of attorney? – North Carolina Short Answer Yes. Under North Carolina law, you can authorize your agent to make gifts and to sell property, but gifting power must be clearly granted and is limited by statute unless you expand it…
What steps are involved in revising a will for elderly individuals? – North Carolina Short Answer In North Carolina, you revise a will by signing either a new will or a codicil with the same formalities as the original: you sign, two competent witnesses sign in your presence, and you can add a self‑proving affidavit…
Do we need to change our executor or guardian designations when updating our wills? – North Carolina Short Answer You do not have to change your executor or guardian designations just because you update your will. In North Carolina, changes are needed only if your choices no longer fit your wishes or the people you…
How can I establish a power of attorney for my adult child in jail so we can access their bank account? – North Carolina Short Answer In North Carolina, your adult child must personally sign a notarized financial power of attorney naming you (or a spouse) as agent before you can access their bank account.…
Do I need separate attorneys in each state to add properties to my trust? – North Carolina Short Answer Usually, no. Under North Carolina law, you generally need your estate planning attorney to coordinate the funding of your revocable trust, and a local real estate lawyer or title professional in the state where the out-of-state…
Can we use medical evaluations retroactively to show incompetence at signing? – North Carolina Short Answer Yes. In North Carolina, you may use medical records and later medical opinions to help show the signer lacked capacity at the moment a durable power of attorney (POA) was executed. The court will weigh all evidence—medical, notarization, and…
What kind of evidence is needed to prove undue influence in a POA case? – North Carolina Short Answer In North Carolina, undue influence in a power of attorney (POA) case is usually proved with circumstantial evidence showing four things: the signer was vulnerable, the agent had the opportunity and a disposition to influence, and…
What powers should I include in my durable power of attorney? – North Carolina Short Answer In North Carolina, a financial power of attorney is durable by default and takes effect as your document states. To be most useful, it should expressly grant any “special” powers you want your agent to have (for example, making…