News and Articles

Explore our informative articles, insights, and updates focused on North Carolina Estate Administration, Estate Planning, Partition Actions, and Surplus Fund cases. Our goal is to make these complex topics accessible, offering you guidance and understanding at each step of the legal process. Whether you’re looking to navigate probate administration, protect your assets through careful planning, understand partition actions, or resolve issues with surplus funds, our articles are designed to empower you with practical advice, legal insights, and actionable steps. Stay informed and feel confident as you make decisions about your estate and legal matters.

Do I need to open an ancillary probate where the property is, or will being appointed administrator in the home state be enough? – NC

Do I need to open an ancillary probate where the property is, or will being appointed administrator in the home state be enough? – North Carolina Short Answer Under North Carolina law, appointment as administrator in the home (domiciliary) state does not, by itself, clear title to real estate located in another state. Each state…

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How can I make sure the house isn’t sold until creditor claims are properly handled so proceeds don’t have to be clawed back later? – NC

How can I make sure the house isn’t sold until creditor claims are properly handled so proceeds don’t have to be clawed back later? – North Carolina Short Answer Under North Carolina probate law, the safest way to avoid clawback problems is to sell the house through the estate after an estate is opened, notice…

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If the other side hasn’t retained counsel, is it okay for me to keep communicating with them directly about the estate? – NC

If the other side hasn’t retained counsel, is it okay for me to keep communicating with them directly about the estate? – North Carolina Short Answer Under North Carolina law, a personal representative may generally communicate directly with heirs, beneficiaries, and creditors if they are not actually represented by an attorney in the matter. The…

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Should vehicles or other personal items be listed in the estate if the main goal is selling the house, or can they be handled separately? – NC

Should vehicles or other personal items be listed in the estate if the main goal is selling the house, or can they be handled separately? – North Carolina Short Answer In North Carolina probate, all probate assets the decedent owned alone — including vehicles and other personal property — should be listed in the estate…

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How can I evaluate whether the buyer’s offer terms are fair, including price, contingencies, and closing timeline? – NC

How can I evaluate whether the buyer’s offer terms are fair, including price, contingencies, and closing timeline? – North Carolina Short Answer Under North Carolina law, a fair purchase offer is one that reflects current market value, uses reasonable contingencies, and allows enough time to satisfy inspections, title work, and loan requirements before closing. Price…

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Can I raise executor misconduct and a demand for an estate accounting in the same case as the partition, or do those issues need separate filings? – NC

Can I raise executor misconduct and a demand for an estate accounting in the same case as the partition, or do those issues need separate filings? – North Carolina Short Answer Under North Carolina law, a partition proceeding focuses on dividing or selling property held in common and does not usually decide whether an executor…

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