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…
Do I need to retitle the house or record a new deed before I can sell inherited real estate, and who is responsible for the property taxes after the death? – North Carolina Short Answer In North Carolina, inherited real estate often can be sold without first “retitling” it into a beneficiary’s name, but the…
Can the estate’s creditors or the IRS try to reach assets that passed outside probate, like property that was supposed to transfer under the divorce agreement? – North Carolina Short Answer Yes—sometimes. In North Carolina, certain “nonprobate” assets (like payable-on-death accounts, transfer-on-death securities, and some survivorship accounts) can still be reached to pay valid debts…
What information about a vehicle do you need to confirm whether it belongs to the estate? – North Carolina Short Answer In North Carolina, the key to confirming whether a vehicle belongs to an estate is the title record: who is listed as owner, how the owners are listed (sole owner vs. co-owners with survivorship),…
