How do I determine if I’m entitled to any assets held in my late spouse’s trust, and what steps should I take if I don’t see my name explicitly listed as a beneficiary?

How do I determine if I’m entitled to any assets held in my late spouse’s trust, and what steps should I take if I don’t see my name explicitly listed as a beneficiary? 1. Detailed Answer When your spouse funded a trust before passing away, assets titled in the trust do not go through probate.…

What legal options do I have to secure my one-third share of a property in North Carolina when an estate is intestate and my siblings dispute my rights?

What legal options do I have to secure my one-third share of a property in North Carolina when an estate is intestate and my siblings dispute my rights? Detailed Answer When someone dies without a will (intestate) in North Carolina, state law determines who inherits the decedent’s assets. Under N.C. Gen. Stat. § 29-14, if…

Why can’t the probate attorney representing the estate also represent me as an individual beneficiary?

Why can’t the probate attorney representing the estate also represent me as an individual beneficiary? 1. Detailed Answer When a lawyer accepts an engagement to handle a decedent’s estate in North Carolina, that lawyer owes loyalty and confidentiality to the estate as a whole. The estate speaks through its personal representative. The attorney-client relationship exists…

Can I e-file exemplified copies for estate administration, or are hard copies required for certain documents?

Can I e-file exemplified copies for estate administration, or are hard copies required for certain documents? Detailed Answer North Carolina’s trial courts allow most probate filings through an approved electronic filing service under N.C. Gen. Stat. § 7A-109. You can e-file petitions for administration, inventories, accountings, motions and other routine papers via the statewide e-filing…