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 ask my brother to buy my share of our inherited property in North Carolina? – North Carolina Short Answer In North Carolina, you can propose a private buyout at a fair price, or, if you cannot agree, file a partition proceeding with the Clerk of Superior Court in the county where the…
What forms and documentation do I need to submit a reimbursement request in a guardianship? – North Carolina Short Answer In North Carolina, a guardian seeking reimbursement must show the expense was reasonable and for the ward’s benefit, and support it with vouchers (receipts, invoices, and proof of payment). Routine reimbursements are usually submitted and…
Can I collect the accident insurance payout through her estate and how? – North Carolina Short Answer In North Carolina, accident (AD&D) or life insurance pays to the named beneficiary, not the estate. If the policy names the estate—or if no living beneficiary is listed—the proceeds become a probate asset and the personal representative (PR)…
What do I need to include in a living will to refuse life-prolonging procedures in a vegetative state? – North Carolina Short Answer In North Carolina, your living will (called an “Advance Directive for a Natural Death”) should clearly state that if you are in a persistent vegetative state, you refuse life‑prolonging measures. You should…
What steps are needed to transfer inherited real property under a will after two years? – North Carolina Short Answer In North Carolina, you generally probate the will (often without appointing a personal representative) to establish record title in the devisees and then convey by deed. Because more than two years have passed, a sale…
How can I ensure my executor has full authority to transfer my probate assets after I die? – North Carolina Short Answer In North Carolina, only a court‑appointed personal representative with Letters Testamentary can transfer your probate assets. To streamline full authority, name an executor in a valid will and grant broad powers—especially an express…
What do I need to do to clear back taxes on inherited real estate and avoid foreclosure? – North Carolina Short Answer In North Carolina, property tax liens attach to the land and must be paid to pass clear title or stop a county tax foreclosure. Because your mother died more than two years ago,…
What are an executor’s duties to notify heirs before selling estate property? – North Carolina Short Answer In North Carolina, an executor must give formal, court-approved notice to heirs and devisees only when selling real property through a special proceeding to raise funds to pay estate debts. If the will gives the executor a clear…
What documents does the court require to approve a year’s allowance filing? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court typically needs: (1) a completed AOC‑E‑100 Application and Assignment of Year’s Allowance, (2) a certified death certificate, (3) proof of relationship (e.g., marriage certificate for a spouse or birth certificate/guardianship…
What exactly is a letter of testamentary and when do I need one to sell estate assets? – North Carolina Short Answer In North Carolina, “letters testamentary” (or “letters of administration” if there is no will) are the Clerk of Superior Court’s document that authorizes a personal representative to collect, manage, and sell estate assets.…
How can I sell the decedent’s car with only a year’s allowance instead of opening a full probate estate? – North Carolina Short Answer In North Carolina, you can sell a decedent’s car without opening a full estate by using a year’s allowance and the DMV’s affidavit process. If the Clerk of Superior Court assigns…
Can I complete my will and power of attorney documents virtually with a notary and witnesses? – North Carolina Short Answer In North Carolina, you cannot fully execute a will virtually today. A will must be signed in front of two witnesses who are physically present with you; a notary is optional unless you want…
Do I need a separate HIPAA release if I already have a medical power of attorney? – North Carolina Short Answer In North Carolina, a properly drafted Health Care Power of Attorney (HCPOA) often gives your health care agent access to your medical information when the HCPOA is effective. Still, a separate HIPAA authorization is…
Can I change the agent on my financial power of attorney now that my spouse is deceased? – North Carolina Short Answer Yes. In North Carolina, you can revoke a current financial power of attorney and sign a new one naming a different agent at any time while you have capacity. Your spouse’s death does…
How can I update my will to reflect my spouse’s passing? – North Carolina Short Answer In North Carolina, you update your will by signing either a new will or a codicil (amendment) with two witnesses present; handwritten edits on the old document are not valid. Notarization is not required for validity, but adding a…
What steps do I need to appeal a probate decision from another jurisdiction? – North Carolina Short Answer In North Carolina, if you want to challenge a probate decision about whether a will is valid, you typically file a “caveat” with the Clerk of Superior Court in the county where the will was probated. A…
What evidence is required to prove a will has been falsified? – North Carolina Short Answer In North Carolina, you challenge a falsified (forged or altered) will by filing a will caveat. The propounder must first show the will was properly executed; then you must prove falsification by the greater weight of the evidence. Typical…
How can I correctly complete and file the application for letters of administration to avoid invalidation? – North Carolina Short Answer In North Carolina, file a sworn Application for Letters of Administration (AOC-E-202) with the Clerk of Superior Court in the proper county, and make sure all filings are consistent with who will serve. If…
What happens if contradictory renunciation and co-application forms are submitted for personal representative? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court will not issue letters until the application clearly shows who is entitled to serve and any equal-priority heirs have either renounced or received required notice. If one sibling signed…
How do I formally renounce my right to serve as personal representative in an estate administration? – North Carolina Short Answer In North Carolina, you renounce your right to serve by filing a signed and acknowledged renunciation with the Clerk of Superior Court before letters are issued. Use the court form titled “Renunciation of Right…