Probate Q&A Series

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Probate Q&A Series

Can a probate lawyer help in a limited role to review filings and guide the process without taking over the entire estate administration? – NC

Can a probate lawyer help in a limited role to review filings and guide the process without taking over the entire estate administration? – NC Short Answer Yes. In North Carolina, a probate lawyer can often help in a limited role by reviewing estate filings, preparing or revising forms, explaining what the Clerk of Superior…

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Probate Q&A Series

What documents should be shared between attorneys to get on the same page in a multi-state estate administration? – NC

What documents should be shared between attorneys to get on the same page in a multi-state estate administration? – NC Short Answer In a multi-state estate administration, the attorneys usually need to exchange the core probate papers from each jurisdiction so both offices are working from the same record. In North Carolina, that often means…

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Probate Q&A Series

How do I handle a situation where a disinherited relative allegedly took assets or owes money to the estate—do I have to pursue repayment as part of administration? – NC

How do I handle a situation where a disinherited relative allegedly took assets or owes money to the estate—do I have to pursue repayment as part of administration? – NC Short Answer Usually, yes. In North Carolina, an executor must identify, gather, and protect estate assets, and that can include investigating money owed to the…

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