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Probate Q&A Series

What steps are still required to officially close an estate after the house is already sold and everything seems finished? NC

What steps are still required to officially close an estate after the house is already sold and everything seems finished? – North Carolina Short Answer In North Carolina, selling the house and making distributions usually does not “close” the estate by itself. To officially close an estate, the personal representative typically must file a final…

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Probate Q&A Series

If someone dies without a will, who inherits their house when they don’t have biological children and never legally adopted their stepchildren? NC

If someone dies without a will, who inherits their house when they don’t have biological children and never legally adopted their stepchildren? – North Carolina Short Answer In North Carolina, when someone dies without a will, the house passes under the state’s intestate succession laws—not based on what the family believes the person intended. Stepchildren…

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Partition Action Q&A Series

How do I add an omitted co-owned property to an existing partition case if it wasn’t included in the original petition? NC

How do I add an omitted co-owned property to an existing partition case if it wasn’t included in the original petition? – North Carolina Short Answer In North Carolina, an omitted co-owned property is usually added to an existing partition case by filing a motion to amend the partition petition and attaching a proposed amended…

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Probate Q&A Series

If I’m a beneficiary under the will, do I have the right to enter and secure the deceased parent’s house before probate is finished? NC

If I’m a beneficiary under the will, do I have the right to enter and secure the deceased parent’s house before probate is finished? – North Carolina Short Answer Usually not. In North Carolina, a beneficiary under a will typically does not have the legal right to take control of, enter, or “secure” the deceased…

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Probate Q&A Series

What is a surviving spouse entitled to receive from an estate if the marriage was relatively short and there is a will leaving everything to the children? NC

What is a surviving spouse entitled to receive from an estate if the marriage was relatively short and there is a will leaving everything to the children? – North Carolina Short Answer In North Carolina, a will that leaves everything to the children does not automatically cut out a surviving spouse. Even after a relatively…

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Probate Q&A Series

If the surviving spouse later dies, does their child inherit the property that originally belonged to my parent? NC

If the surviving spouse later dies, does their child inherit the property that originally belonged to my parent? – North Carolina Short Answer Usually, yes—at least as to the portion that passed to the surviving spouse. In North Carolina, when a parent dies without a will while still legally married, the surviving spouse typically inherits…

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Surplus Funds Q&A Series

If a third-party pre-foreclosure consultant is involved, can the attorney still represent the homeowner directly and how does the referral process work? NC

If a third-party pre-foreclosure consultant is involved, can the attorney still represent the homeowner directly and how does the referral process work? – North Carolina Short Answer Yes. In North Carolina, an attorney can represent the homeowner directly even if a third-party pre-foreclosure consultant is involved, but the attorney’s client must be the homeowner (not…

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Guardianship Q&A Series

Can the court appoint a professional third-party guardian instead of requiring adult children to serve as guardian? NC

Can the court appoint a professional third-party guardian instead of requiring adult children to serve as guardian? – North Carolina Short Answer Yes. In North Carolina, the Clerk of Superior Court can appoint a qualified third party—such as an unrelated individual, a qualified corporation, or (in some cases) a disinterested public agent—as guardian instead of…

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Guardianship Q&A Series

Do I need guardianship to keep making medical decisions and scheduling appointments for my child after they turn 18? NC

Do I need guardianship to keep making medical decisions and scheduling appointments for my child after they turn 18? – North Carolina Short Answer Often, yes—if an 18-year-old cannot understand medical information or communicate informed choices, a North Carolina guardianship (usually a guardian of the person) is the clearest way for a parent to keep…

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Probate Q&A Series

Can the surviving spouse appoint the adult child to handle the paperwork as the estate administrator without giving up any inheritance rights? NC

Can the surviving spouse appoint the adult child to handle the paperwork as the estate administrator without giving up any inheritance rights? – North Carolina Short Answer Yes. In North Carolina, a surviving spouse can sign a written renunciation of the spouse’s priority to serve as administrator and nominate an adult child to be appointed…

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Guardianship Q&A Series

If my child qualifies for disability benefits at 18, can I apply and manage those benefits on their behalf as guardian? NC

If my child qualifies for disability benefits at 18, can I apply and manage those benefits on their behalf as guardian? – North Carolina Short Answer In North Carolina, a parent generally cannot keep managing an 18-year-old’s disability benefits just because they are the parent. If the 18-year-old cannot manage money or make key decisions,…

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Guardianship Q&A Series

What does the court look at when deciding whether someone is incompetent if they can still hold a conversation and pass basic cognitive screenings? NC

What does the court look at when deciding whether someone is incompetent if they can still hold a conversation and pass basic cognitive screenings? – North Carolina Short Answer In North Carolina, the question is not whether the person can chat, appear pleasant, or do well on a quick screening. The court (through the Clerk…

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