Probate Q&A Series

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Probate Q&A Series ·

What happens if the original drafting attorney has retired and no longer has the file or staff to assist with probate? – NC

What happens if the original drafting attorney has retired and no longer has the file or staff to assist with probate? – NC Short Answer In North Carolina, the retired drafting attorney’s unavailability does not automatically block probate. The key issue is whether the will can still be proved to the Clerk of Superior Court,…

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Probate Q&A Series ·

Can estate funds be held temporarily somewhere while a new trustee is being chosen for the beneficiaries who need ongoing trust management? – NC

Can estate funds be held temporarily somewhere while a new trustee is being chosen for the beneficiaries who need ongoing trust management? – NC Short Answer Yes. Under North Carolina law, funds that are supposed to stay in trust generally should not be paid outright to those beneficiaries just because the current trustee is resigning…

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Probate Q&A Series ·

What documents are needed to qualify a personal representative when bond requirements may apply? NC

What documents are needed to qualify a personal representative when bond requirements may apply? – NC Short Answer In North Carolina, a personal representative usually qualifies before the Clerk of Superior Court in the county where the estate is opened. The core paperwork often includes the application for probate or administration, the original will if…

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