Category Archives: Probate Q&A Series

How can I protect my inheritance interests during probate when a half-sibling is acting as the personal representative and I have incomplete information about my deceased father’s assets?

Protecting Your Inheritance Interests in North Carolina Probate Detailed Answer When a half-sibling serves as the personal representative (PR) of your father’s estate, they owe all beneficiaries certain legal duties. Under North Carolina law, a PR must inventory assets, provide accountings, and distribute property according to the will or state statute if there’s no will.…

Do I need to go through probate to transfer a property deed with rights of survivorship after a spouse’s death?

Do I Need to Go Through Probate to Transfer a Property Deed with Rights of Survivorship After a Spouse’s Death? Understanding Joint Ownership and Survivorship Rights in North Carolina In North Carolina, married couples often hold real estate as tenants by the entirety or as joint tenants with right of survivorship. Both forms of ownership…

Can a Power of Attorney Draft a Will for a Loved One with Dementia in the State of North Carolina?

Can a Power of Attorney Draft a Will for a Loved One with Dementia in the State of North Carolina? Detailed Answer In North Carolina, creating or changing a will is a personal act that requires the testator’s own signature and mental capacity. A power of attorney (POA) grants an agent authority to make financial,…

How Is an Intestate Estate Distributed in North Carolina?

How Is an Intestate Estate Distributed in North Carolina? Detailed Answer When a person dies without a valid will in North Carolina, the state’s intestacy laws govern how the estate assets pass to heirs. These rules appear in Chapter 29, Article 2 of the North Carolina General Statutes. You can review the full text at…

What Should I Do If I Receive Probate Forms From Another State in North Carolina?

Detailed Answer Receiving probate paperwork from a court in another state can feel overwhelming. However, if you own property or act as an executor in North Carolina, you must follow specific steps to protect assets and meet deadlines. North Carolina law allows courts to recognize out-of-state probate documents through a process called ancillary administration. 1.…

How Does North Carolina Probate Address Discrepancies in Vehicle Gifts?

Detailed Answer In North Carolina probate, resolving discrepancies in vehicle gifts often starts when a decedent’s will or intestate estate plan designates a car, truck, or other titled motor vehicle to a beneficiary. North Carolina law treats vehicles as specific devises under a will or as personal property in intestate estates. When the actual title,…

How Do I Recover Surplus Funds After a Foreclosure in North Carolina?

How Do I Recover Surplus Funds After a Foreclosure in North Carolina? Detailed Answer After a foreclosure sale in North Carolina, the clerk of superior court holds any amount left after the sale price covers the mortgage debt, interest and costs. A former owner, junior lienholder or other claimant can recover these surplus funds by…

What Are the Initial Steps in Handling a Simple Probate Estate in North Carolina?

Initial Steps for Handling a Simple Probate Estate in North Carolina Probate is the legal process of administering a person’s estate after death. Even a simple estate requires certain formal steps under North Carolina law. Missing a deadline or requirement can delay administration or expose you to personal liability. Below is a clear roadmap to…

What Should I Do if I Suspect Fraudulent Documents and Identity Theft Are Affecting My Inheritance During Probate?

What Should I Do if I Suspect Fraudulent Documents and Identity Theft Are Affecting My Inheritance During Probate? Detailed Answer Probate ensures that a decedent’s assets pass to the right beneficiaries under North Carolina law. When someone introduces forged documents or uses another person’s identity to claim assets, courts must act to protect your inheritance.…

What steps can beneficiaries take when an executor withholds asset appraisal details or undervalues inherited property?

What steps can beneficiaries take when an executor withholds asset appraisal details or undervalues inherited property? Understanding Your Rights as a Beneficiary When someone you love passes away, the executor (also called a personal representative) must collect, manage, and distribute the estate assets according to North Carolina law. Under N.C. Gen. Stat. § 28A-15-3, the…