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.

How can I confirm that the car accident claim is fully covered by insurance before using estate assets?: Practical steps under North Carolina probate law

How can I confirm that the car accident claim is fully covered by insurance before using estate assets? – North Carolina Short Answer In North Carolina, a personal representative should promptly tender the accident claim to all potential insurers and obtain written confirmation of defense and indemnity (or a reservation of rights) before paying any…

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Can I reject mortgage, utility, and homeowner dues as direct claims against the estate and have heirs cover them?: North Carolina probate answer

Can I reject mortgage, utility, and homeowner dues as direct claims against the estate and have heirs cover them? – North Carolina Short Answer In North Carolina, you can disallow unsecured or improper creditor claims, but you cannot eliminate a valid lien like a mortgage or HOA assessment attached to real property. Real estate passes…

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What is the process for a family settlement agreement to transfer the house to one heir and satisfy outstanding claims?: Clear steps under North Carolina probate law

What is the process for a family settlement agreement to transfer the house to one heir and satisfy outstanding claims? – North Carolina Short Answer In North Carolina, you can use a written family settlement agreement, signed by all interested heirs or devisees and the personal representative, to allocate estate assets (including giving a house…

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Do beneficiary designations override provisions in a divorce decree or will?: Answered for North Carolina

Do beneficiary designations override provisions in a divorce decree or will? – North Carolina Short Answer Yes. In North Carolina, the beneficiary designation on a nonprobate asset (like an IRA or life insurance) generally controls who gets the funds at death, regardless of the will. An absolute divorce automatically cancels gifts to the former spouse…

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Can I petition the court to remove or replace an unresponsive executor?: North Carolina options and process

Can I petition the court to remove or replace an unresponsive executor? – North Carolina Short Answer Yes. In North Carolina, any interested person (including a beneficiary) may ask the Clerk of Superior Court to revoke an executor’s letters and appoint a successor when the executor is neglecting duties or violating fiduciary obligations. The clerk…

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Do I have to open a separate estate administration for a surviving spouse to transfer property to the next beneficiaries?: Answer under North Carolina law

Do I have to open a separate estate administration for a surviving spouse to transfer property to the next beneficiaries? – North Carolina Short Answer Usually, no. In North Carolina, title to real estate devised by will vests in the named devisee (such as a surviving spouse) and can be transferred by that person’s deed…

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