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.
How can I find out if a loved one had health insurance coverage when they died? – North Carolina Short Answer In North Carolina, the court‑appointed personal representative (executor or administrator) is the person who can gather proof of a decedent’s health insurance. After you open an estate and receive Letters from the Clerk of…
What steps help locate medical billing and coverage information after a loved one’s death? – North Carolina Short Answer In North Carolina, the court‑appointed personal representative (PR) is the person with authority to gather a decedent’s medical and insurance records. Wrongful death proceeds are not estate assets and generally aren’t available to pay ordinary debts;…
Can health insurance liens reduce or eliminate the wrongful death recovery for my family? – North Carolina Short Answer In North Carolina, wrongful death proceeds are generally protected from most debts and cannot be taken by ordinary creditors or most private health insurers. From the recovery, the court approves payment of litigation costs and attorney’s…
What happens if medical bills exceed the amount recovered in a wrongful death claim? – North Carolina Short Answer In North Carolina, wrongful death proceeds generally do not pay the decedent’s debts. By statute, only reasonable burial costs and limited medical expenses related to the fatal injury may be paid from the recovery. Medical expenses…
How long does it usually take to wrap up a wrongful death case when we’re waiting on insurance lien responses? – North Carolina Short Answer In North Carolina, you cannot finalize and distribute a wrongful death settlement until all healthcare liens and related claims are identified and resolved. After settlement, clearing Medicare/Medicaid and provider liens…
Can I require the other co-owner to pay mediation fees upfront or recover them from the sale proceeds? – North Carolina Short Answer In North Carolina partition cases, you cannot unilaterally force a co-owner to pay mediation fees upfront. However, the Clerk of Superior Court can order how mediation fees are split and may shift…
What options do I have if mediation stalls because we lack property valuation and payoff information? – North Carolina Short Answer In North Carolina partition cases, you can pause or continue mediation while you collect missing numbers through court-backed discovery. The Clerk of Superior Court can order neutral valuation (such as an appraisal), require document…
How do I claim a caregiver exemption to protect the home from Medicaid reimbursement? – North Carolina Short Answer North Carolina does not provide an automatic “caregiver child” exemption to block Medicaid estate recovery. Instead, you ask the N.C. Department of Health and Human Services (DHHS) for an undue hardship waiver or deferral. The personal…
What steps do I need to take to contest Medicaid estate recovery on my parent’s property? – North Carolina Short Answer In North Carolina, Medicaid estate recovery (MERP) is a creditor claim the North Carolina Department of Health and Human Services (DHHS) can file in probate. You contest it by (1) ensuring proper notice to…
Do I have to sell the family home to repay Medicaid after caring for a parent? – North Carolina Short Answer In North Carolina, Medicaid can seek repayment from a deceased recipient’s probate estate, including the home, if other estate assets are insufficient. You do not automatically have to sell the house, but a sale…
How do I access probate filings if I wasn’t notified about my parent’s estate case? – North Carolina Short Answer In North Carolina, probate files are public records you can inspect at the Clerk of Superior Court’s Estates Division in the county where the estate was opened. You may request copies, including certified copies, whether…
Can I recover my share of life insurance and bank account assets that bypassed probate? – North Carolina Short Answer In North Carolina, life insurance and most payable-on-death (POD), transfer-on-death (TOD), or survivorship accounts pass directly to the named beneficiary and do not enter probate. Heirs cannot claim a share just to “equalize” distributions. You…
How can I modify a guardianship to appoint someone who can sign off on my mother’s life estate? – North Carolina Short Answer In North Carolina, a guardian of the person cannot sign real estate documents. You must ask the Clerk of Superior Court to modify the guardianship to add a guardian of the estate…
What steps do we need to file a partition action to force the sale of our family home? – North Carolina Short Answer In North Carolina, a partition sale is available to co-owners (tenants in common or joint tenants). A life tenant and remaindermen are not co-owners, so you cannot force a sale with a…
Can remainder interest holders sell a property outright when a life tenant can’t sign? – North Carolina Short Answer Not by themselves. In North Carolina, remainder holders can sell only their remainder interests unless the life tenant (or a court‑authorized fiduciary for the life tenant) joins the sale. If the life tenant lacks capacity, you…
What powers should I grant my executor to secure VA death benefits and burial arrangements? – North Carolina Short Answer In North Carolina, give your executor clear authority in your will to arrange your funeral/cremation, decide on final disposition of remains, contract and pay related expenses, and apply for and collect VA burial benefits. Also…
Do we need a guardian of the estate or a neutral third party to handle selling my mother’s life estate? – North Carolina Short Answer Yes. In North Carolina, you generally need a guardian of the estate (or a general guardian) appointed by the Clerk of Superior Court, plus a specific court order authorizing the…
How can I update my military will to reflect my current circumstances? – North Carolina Short Answer In North Carolina, the cleanest way to update a military will is to sign a new North Carolina will that revokes prior wills or to sign a properly executed codicil. Your new documents must be signed in front…
How do I ensure my ashes are sent back and buried next to my parents’ plots? – North Carolina Short Answer In North Carolina, the surest way is to (1) sign a written “disposition of remains” directive naming one trusted person to control your cremation and burial, (2) give the same instruction in your health…
Can I name a law firm or non-family member as executor? – North Carolina Short Answer In North Carolina, you may name a non-family member as your executor if the person is legally qualified. You generally cannot name a law firm entity as executor; only individuals or trust institutions authorized to act in North Carolina…