If we remain co‑owners of rental property after trust administration, how do I start a partition to sell or divide the properties? – NC

If we remain co‑owners of rental property after trust administration, how do I start a partition to sell or divide the properties? – North Carolina Short Answer In North Carolina, any co-owner (called a “cotenant”) can start a partition case in Superior Court to force co-owned real estate to be divided or sold. Partition usually…

Can I force the estate to account for a vehicle that appears to be missing from the inventory and recover it or its value? NC

Can I force the estate to account for a vehicle that appears to be missing from the inventory and recover it or its value? – North Carolina Short Answer Yes. In North Carolina, an “interested person” can ask the Clerk of Superior Court to compel the personal representative to file a full and satisfactory accounting…

If the death certificate isn’t corrected before the hearing, what will the court do and how could that affect my eligibility? NC

If the death certificate isn’t corrected before the hearing, what will the court do and how could that affect my eligibility? – North Carolina Short Answer In North Carolina probate, the Clerk of Superior Court often can move forward without a corrected death certificate if there is other reliable proof of death and the decedent’s…

How can I obtain a complete copy of the trust and a full asset list if I was only given a basic document without attachments? NC

How can I obtain a complete copy of the trust and a full asset list if I was only given a basic document without attachments? – North Carolina Short Answer In North Carolina, a qualified trust beneficiary can usually demand a copy of the trust instrument and reasonably complete, accurate information about the nature and…

What happens if the will was meant to move any remaining assets into the trust but everything already seems to be titled in the trust—do we still need probate? NC

What happens if the will was meant to move any remaining assets into the trust but everything already seems to be titled in the trust—do we still need probate? – North Carolina Short Answer In North Carolina, a fully funded revocable trust often avoids a full probate administration because the trust (not the individual) owns…

Does the fact that our adult children were beneficiaries on other accounts or life insurance affect my ability to claim anything else? NC

Does the fact that our adult children were beneficiaries on other accounts or life insurance affect my ability to claim anything else? – North Carolina Short Answer Usually, no. In North Carolina, accounts and life insurance with named beneficiaries often pass outside the probate estate, so those designations do not automatically prevent a surviving spouse…