What happens if a power of attorney was used to move or spend my parent’s money before death—can I challenge that for undue influence or breach of duty? NC

What happens if a power of attorney was used to move or spend my parent’s money before death—can I challenge that for undue influence or breach of duty? – North Carolina Short Answer Yes. In North Carolina, an agent acting under a power of attorney (often called an “attorney-in-fact”) owes fiduciary duties to the parent…

Does my past renunciation permanently prevent me from serving as executor, and is there any way around that if I live out of state? NC

Does my past renunciation permanently prevent me from serving as executor, and is there any way around that if I live out of state? – North Carolina Short Answer Often, yes. In North Carolina, once a person files a written renunciation of the right to serve as personal representative (executor/administrator), the Clerk of Superior Court…

How can I finish a small‑estate affidavit if new investment accounts are discovered after I started the process? NC

How can I finish a small‑estate affidavit if new investment accounts are discovered after I started the process? – North Carolina Short Answer In North Carolina, a small estate handled by “collection by affidavit” can usually still be finished even if new accounts are discovered near the end. The typical approach is to complete the…

What happens if medical providers make a claim but the estate has limited funds and I can’t find their records? NC

What happens if medical providers make a claim but the estate has limited funds and I can’t find their records? – North Carolina Short Answer In North Carolina, medical providers can file creditor claims against a decedent’s estate, but they generally get paid only after higher-priority items like estate administration costs and certain funeral expenses.…

What remedies exist if the estate administrator distributes assets before the formal claim period ends? NC

What remedies exist if the estate administrator distributes assets before the formal claim period ends? – North Carolina Short Answer In North Carolina, an estate administrator who distributes estate assets before the creditor-claim period ends can be held personally responsible if that early distribution leaves the estate unable to pay valid debts or expenses. Common…