Guardianship Q&A Series

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Guardianship Q&A Series

What can I do if a family member accessed a parent’s life insurance account and changed beneficiaries without proper permission? nc

What can I do if a family member accessed a parent’s life insurance account and changed beneficiaries without proper permission? – North Carolina Short Answer In North Carolina, the main options are to (1) immediately notify the life insurance company in writing and ask it to flag the policy for suspected unauthorized activity, and (2)…

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Guardianship Q&A Series

Do we need full guardianship, or can we ask for a more limited guardianship that only covers medical decisions or certain areas? NC

Do we need full guardianship, or can we ask for a more limited guardianship that only covers medical decisions or certain areas? – North Carolina Short Answer In North Carolina, full guardianship is not always required. A petition can ask the Clerk of Superior Court to appoint a guardian with powers limited to the areas…

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Guardianship Q&A Series

Can I still handle bills and manage our shared property if I’m already listed on the bank accounts but don’t have a power of attorney? nc

Can I still handle bills and manage our shared property if I’m already listed on the bank accounts but don’t have a power of attorney? – North Carolina Short Answer In North Carolina, being listed as a joint owner on a bank account often allows withdrawals and bill payments from that specific account even without…

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Guardianship Q&A Series

What happens to my inheritance if my relative’s care costs increase or the estate requires ongoing payments for my relative? nc

What happens to my inheritance if my relative’s care costs increase or the estate requires ongoing payments for my relative? – North Carolina Short Answer In North Carolina, an expected inheritance is not protected just because a family member hopes to receive it later. If an adult relative has been found incompetent and a guardian…

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Guardianship Q&A Series

If my spouse is declared incompetent, how does the court decide who becomes the guardian when other relatives are trying to take over? nc

If my spouse is declared incompetent, how does the court decide who becomes the guardian when other relatives are trying to take over? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court appoints a guardian based on the ward’s best interest, even when family members disagree. The clerk considers any valid…

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Guardianship Q&A Series

How does someone contest an existing guardianship, and what kind of evidence would they need to remove the current guardian? nc

How does someone contest an existing guardianship, and what kind of evidence would they need to remove the current guardian? – North Carolina Short Answer In North Carolina, an existing guardianship is usually challenged by filing a “motion in the cause” in the same guardianship file with the Clerk of Superior Court. To remove the…

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Guardianship Q&A Series

How do I start a guardianship case for an older relative with dementia who is living in a nursing facility? nc

How do I start a guardianship case for an older relative with dementia who is living in a nursing facility? – North Carolina Short Answer In North Carolina, starting an adult guardianship case usually begins by filing a verified petition with the Clerk of Superior Court to have the older relative (the “respondent”) adjudicated incompetent.…

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Guardianship Q&A Series

If there is already a medical power of attorney, do I still need guardianship or conservatorship to manage finances and care decisions? nc

If there is already a medical power of attorney, do I still need guardianship or conservatorship to manage finances and care decisions? – North Carolina Short Answer In North Carolina, a medical (health care) power of attorney can cover many health and placement decisions, but it does not automatically give authority over money, contracts, or…

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Guardianship Q&A Series

How do I handle my disabled adult sibling’s inheritance if I’m only guardian of the person and not guardian of the estate? nc

How do I handle my disabled adult sibling’s inheritance if I’m only guardian of the person and not guardian of the estate? – North Carolina Short Answer In North Carolina, a guardian of the person generally cannot receive, hold, or manage an adult ward’s inheritance. The inheritance usually must be paid to a properly appointed…

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Guardianship Q&A Series

Can the nursing facility give me medical records and care plan documents if I’m the next of kin but don’t have power of attorney? nc

Can the nursing facility give me medical records and care plan documents if I’m the next of kin but don’t have power of attorney? – North Carolina Short Answer Usually not. In North Carolina, a skilled nursing facility generally cannot release a resident’s medical records or detailed care plan documents to a “next of kin”…

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Guardianship Q&A Series

What’s the difference between a healthcare power of attorney and guardianship, and why might a facility refuse to follow the power of attorney? nc

What’s the difference between a healthcare power of attorney and guardianship, and why might a facility refuse to follow the power of attorney? – North Carolina Short Answer In North Carolina, a healthcare power of attorney (HCPOA) is a private document an adult signs to name an agent to make healthcare decisions only when the…

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Guardianship Q&A Series

How do I get guardianship over my adult child who has serious mental health and substance use issues and can’t safely live alone? NC

How do I get guardianship over my adult child who has serious mental health and substance use issues and can’t safely live alone? – North Carolina Recent Legal Update Updated: March 2026 Statute updated: N.C. Gen. Stat. § 35A-1106 (Contents of petition). What changed: North Carolina updated the required contents of an incompetency petition to…

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Guardianship Q&A Series

Do I need a separate court approval to handle my relative’s finances, or does guardianship cover that automatically? nc

Do I need a separate court approval to handle my relative’s finances, or does guardianship cover that automatically? – North Carolina Short Answer In North Carolina, guardianship does not automatically include authority over finances. Financial authority depends on what type of guardian the Clerk of Superior Court appointed in the order and the letters of…

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