Can I legally enter and secure the deceased person’s home to look for estate documents if the property is part of the estate? – North Carolina Short Answer Sometimes—but in North Carolina the safest answer is that entry should be done by the person with legal authority (the court-appointed personal representative) or with clear permission…
What documents do I need to gather to move forward with probate for my spouse? – North Carolina Short Answer In North Carolina, starting probate for a deceased spouse usually requires the original will (if there is one), basic identifying information for the decedent and heirs, and enough asset and debt information to let the…
How do I open an estate and give notice to creditors when there are disputed or unproven claims? – North Carolina Short Answer In North Carolina, an estate is opened by taking the original will (if there is one) to the Clerk of Superior Court in the county where the person lived and having the…
If the will sends assets into a trust but the named trustee can’t or won’t serve, how can the beneficiaries choose a replacement trustee? – North Carolina Short Answer In North Carolina, beneficiaries can often choose a replacement trustee if the trust has a vacancy and the trust document does not already name (or provide…
How do I know what my responsibilities are as the person handling a probate case? – North Carolina Short Answer In North Carolina, the person “handling probate” is usually the court-appointed personal representative (executor or administrator). The responsibilities generally include finding and protecting estate assets, paying valid debts and expenses, keeping good records, and distributing…
If a will doesn’t specifically mention real estate, who inherits the house under the default family-line rules? – North Carolina Short Answer In North Carolina, if a will does not dispose of the house (or the proceeds tied to it), that part of the estate is treated as a “partial intestacy,” and it passes to…
What should the estate do if the creditor delays responding or says they need supervisor approval to proceed? – North Carolina Short Answer In North Carolina, an estate does not have to wait indefinitely for a creditor’s internal “supervisor approval” before moving the probate administration forward. The personal representative should document the request, set a…
How do I get my minor child formally added as an heir in an open probate case if the administrator left them out? – North Carolina Short Answer In North Carolina, when a probate estate is already open and a minor child was left off the heir list, the usual fix is to bring the…
Do I need to pay a surety company notice I received because I started the probate process for my parent? – North Carolina Short Answer Sometimes. In North Carolina probate, a surety company notice is often a bill for a probate bond premium that the Clerk of Superior Court required before issuing “Letters” to the…
How do I claim the surviving spouse’s allowance when my spouse died without a will and there was a prenuptial agreement? – North Carolina Short Answer In North Carolina, a surviving spouse can claim the spouse’s allowance (often called a “year’s allowance”) by filing a verified petition with the Clerk of Superior Court in the…
