How are wrongful death claims handled during probate, and what expenses can typically be included in a settlement offer?

How Are Medical Bills Calculated During Settlement Negotiations? In personal injury cases, calculating medical bills forms an important part of the settlement process. In North Carolina, it is common for attorneys to use established fee guidelines – such as applying 200% of the Medicare rate – as a fair measure of your medical expenses. This…

How do delays and unconventional email communications from attorneys impact the probate process, especially regarding appraiser appointments and the handling of business assets in an estate?

What Should I Do When There Are Delays in Appraising Estate Assets? Probate cases often require prompt appointment of appraisers to determine the fair market value of estate assets. In North Carolina, delays may occur when there is miscommunication among attorneys or when new information emerges. As discussed in our transcript, there was concern over…

What legal options do I have to protect a relative with mental challenges from potential exploitation in property and contract matters?

What legal steps can I take if a family member with mental health issues appears to be exploited in property transactions? In North Carolina, when a family member appears vulnerable due to mental health challenges and may be exploited in a property transaction, several legal steps can be taken. If you suspect that a person…

When should probate administration be filed in the decedent’s state of residence versus where the real property is located?

Where Should Ancillary Probate be Opened When an Estate Involves Multiple States? When a decedent resided in North Carolina and owned a partial interest in out‐of-state property (such as in South Carolina), determining where to open probate can be challenging. In North Carolina, the probate process generally applies to assets located within the state. However,…

Should probate proceedings be opened in North Carolina or initiated as an ancillary probate in South Carolina if my spouse resided in North Carolina but owned property in South Carolina?

How Does Owning South Carolina Property Impact a North Carolina Probate Estate? When a decedent resided in North Carolina yet owned real property in South Carolina, you may face the need for an ancillary probate proceeding in the state where the property is located. In North Carolina, the probate process usually administers the majority of…

Why must I file an ancillary estate for property in another state when my spouse passed away in North Carolina?

What Is Ancillary Probate and When Is It Necessary? Ancillary probate becomes relevant when a deceased person’s assets span multiple states. In North Carolina, when a decedent’s primary probate case is opened locally—for example, in Buncombe County—but there are out‐of-state assets, an ancillary probate proceeding may be required to legally transfer or distribute those assets.…

What legal remedies are available if the trustee/executor is not fulfilling their fiduciary duties and is mismanaging or improperly applying discretionary trust funds?

What Are the Duties and Responsibilities of an Executor and Trustee in a Family Trust? In North Carolina, an individual appointed as an executor and trustee must follow a strict fiduciary duty. Their primary obligations include managing the decedent’s estate, safeguarding assets, paying debts, and ensuring that the terms of the will or trust are…

How can I confirm that all parties have received the updated guardianship and attorney substitution information in my probate case?

How Do I Ensure I Receive All Probate Correspondence? In North Carolina, keeping track of incoming probate correspondence is crucial to ensure that all updates and changes related to your estate are received promptly. When important documents or emails don’t arrive, it may delay the progress of your probate case. It is important to confirm…