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.

What happens if I don’t have the account holder’s login information or Social Security number? nc

What happens if I don’t have the account holder’s login information or Social Security number? – North Carolina Short Answer In North Carolina, a financial institution usually will not give detailed account information or allow changes to a deceased person’s investment account based only on family status, and it does not require having the decedent’s…

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How do I get an insurance refund check reissued in the name of a deceased person’s estate instead of the deceased person? nc

How do I get an insurance refund check reissued in the name of a deceased person’s estate instead of the deceased person? – North Carolina Short Answer In North Carolina, an insurance company will usually reissue a premium refund payable to the deceased person’s estate (or to the estate’s personal representative) after it receives proof…

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Will it cause problems if some of my personal deposits or business funds accidentally went into the deceased person’s account before it was closed? nc

Will it cause problems if some of my personal deposits or business funds accidentally went into the deceased person’s account before it was closed? – North Carolina Short Answer It can cause problems in a North Carolina estate administration if personal or business money is mixed into a deceased person’s bank account, but it is…

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What happens if a secured creditor starts foreclosure while the estate is trying to sell the property through probate? nc

What happens if a secured creditor starts foreclosure while the estate is trying to sell the property through probate? – North Carolina Short Answer In North Carolina, a secured creditor (like a deed-of-trust lender) can usually keep moving forward with foreclosure even while an estate is trying to sell the property through probate. A probate…

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If the surviving spouse hasn’t filed for the spousal allowance yet, can estate money still be used for funeral costs, court costs, or other expenses? nc

If the surviving spouse hasn’t filed for the spousal allowance yet, can estate money still be used for funeral costs, court costs, or other expenses? – North Carolina Short Answer Yes. In North Carolina, a personal representative (including co-administrators) can usually use estate funds to pay reasonable funeral expenses and the costs of administering the…

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Can a spouse who initially wanted no involvement later challenge the estate administration or the settlement distribution? nc

Can a spouse who initially wanted no involvement later challenge the estate administration or the settlement distribution? – North Carolina Short Answer Yes—under North Carolina law, a surviving spouse who is an intestate heir can sometimes challenge what happened in an estate administration or how wrongful-death settlement proceeds were distributed, especially if required notice was…

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What counts as reimbursable “carrying costs” for an estate property sale versus reimbursable estate administration expenses? nc

What counts as reimbursable “carrying costs” for an estate property sale versus reimbursable estate administration expenses? – North Carolina Short Answer In North Carolina, “carrying costs” are usually the ongoing, property-specific bills needed to preserve an estate-owned home until it can be sold (for example, property taxes, insurance, utilities needed to prevent damage, and basic…

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What can I do if the estate administrator filed paperwork that I believe contains false information about life insurance? nc

What can I do if the estate administrator filed paperwork that I believe contains false information about life insurance? – North Carolina Short Answer In North Carolina, an heir who believes an estate administrator filed inaccurate information about life insurance can ask the Clerk of Superior Court (the probate court) to require a corrected filing…

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How can I find out what has been filed in the estate and get copies of the accounting and other paperwork before everything is finalized? nc

How can I find out what has been filed in the estate and get copies of the accounting and other paperwork before everything is finalized? – North Carolina Short Answer In North Carolina, most estate administration paperwork is filed with the Clerk of Superior Court (Estates Division) in the county where the estate is open,…

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What happens if my adult child is living in another state—do I have to file for guardianship where they currently live? nc

What happens if my adult child is living in another state—do I have to file for guardianship where they currently live? – North Carolina Short Answer Often, yes. Under North Carolina’s jurisdiction rules for adult guardianship, the starting point is usually the adult’s “home state,” which is commonly the state where the adult has been…

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What happens to the estate closing timeline if the notice-to-creditors publication proof wasn’t filed? nc

What happens to the estate closing timeline if the notice-to-creditors publication proof wasn’t filed? – North Carolina Short Answer In North Carolina, a missing proof of publication for the notice to creditors usually delays the clerk’s ability to approve a final account and close the estate file. The creditor “clock” generally runs from the first…

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