Probate Q&A Series

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Probate Q&A Series ·

Can I challenge the judge’s decision to replace my chosen executor if I believe they’re incompetent?: North Carolina Probate

Can I challenge the judge’s decision to replace my chosen executor if I believe they’re incompetent? – North Carolina Short Answer Yes. In North Carolina, an heir or other interested person may (a) appeal a clerk’s order within a short deadline, and/or (b) file a verified petition to revoke the current personal representative’s letters if…

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Probate Q&A Series ·

Can I pursue trust litigation against a non-compliant trustee without seeking guardianship for my parent?: parent

Can I pursue trust litigation against a non-compliant trustee without seeking guardianship for my parent? – North Carolina Short Answer Yes. In North Carolina, beneficiaries can file a trust proceeding to compel a trustee to provide information or an accounting, seek instructions, require a bond, or request removal without first seeking guardianship. Whether you personally…

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Probate Q&A Series ·

What steps do I need to petition the court for my parent’s trust records and challenge a trustee’s failure to respond?

What steps do I need to petition the court for my parent’s trust records and challenge a trustee’s failure to respond? – North Carolina Short Answer In North Carolina, a qualified beneficiary can file a trust proceeding with the Clerk of Superior Court asking for an order compelling the trustee to provide the trust instrument…

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Probate Q&A Series ·

Can I recover HOA fees and utilities I’ve paid for decedent’s property?: North Carolina

Can I recover HOA fees and utilities I’ve paid for decedent’s property? – North Carolina Short Answer Often, yes. In North Carolina, a personal representative can be reimbursed for necessary and reasonable expenses of administration that preserve estate assets, which can include HOA dues and essential utilities. You should document the payments and ask the…

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Probate Q&A Series ·

What specific forms and procedures are needed to close a small estate with only unclaimed property?: North Carolina

What specific forms and procedures are needed to close a small estate with only unclaimed property? – North Carolina Short Answer In North Carolina, a small estate opened by Collection by Affidavit is closed by filing the Final Affidavit (AOC‑E‑204) with the Clerk of Superior Court within 90 days of the qualifying affidavit; if more…

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