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Estate Planning Q&A Series

If my parent is in hospice with no power of attorney or living will, who gets to make medical decisions if my parent can’t communicate? nc

If my parent is in hospice with no power of attorney or living will, who gets to make medical decisions if my parent can’t communicate? – North Carolina Short Answer In North Carolina, if a hospice patient cannot make or communicate health care decisions and there is no health care power of attorney or living…

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Probate Q&A Series

At what point in probate can I sell the deceased person’s residence or condo, and what approvals are usually needed? nc

At what point in probate can I sell the deceased person’s residence or condo, and what approvals are usually needed? – North Carolina Short Answer In North Carolina probate, a residence or condo can usually be sold after a personal representative (executor/administrator) has been appointed and has authority to deal with the property. Whether court…

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Probate Q&A Series

Who is allowed to request and receive a deceased person’s account records during probate? nc

Who is allowed to request and receive a deceased person’s account records during probate? – North Carolina Short Answer In North Carolina probate, the person with clear legal authority to request and receive a deceased person’s account records is the court-appointed personal representative (executor or administrator) acting for the estate. A lawyer may request and…

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Surplus Funds Q&A Series

Am I eligible to claim the surplus funds from a foreclosed property if the home was in my name or I was on the mortgage? nc

Recent Legal Update Updated: April 2026 North Carolina’s foreclosure-surplus procedure is still governed by N.C. Gen. Stat. § 45-21.31, but the more specific statute for a foreclosure-related special proceeding to determine ownership of surplus is N.C. Gen. Stat. § 45-21.32. The prior article cited N.C. Gen. Stat. § 1-339.71, which applies to other sale contexts…

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Guardianship Q&A Series

Can a guardian handle decisions about an inherited home when the person under guardianship co-owns it with a relative? nc

Can a guardian handle decisions about an inherited home when the person under guardianship co-owns it with a relative? – North Carolina Short Answer In North Carolina, a guardian can usually make day-to-day management decisions about the person under guardianship’s share of an inherited home (like protecting it, paying necessary expenses, and dealing with insurance).…

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Probate Q&A Series

Can I force an appraisal or independent valuation before the personal representative sells major estate assets like a vehicle? nc

Can I force an appraisal or independent valuation before the personal representative sells major estate assets like a vehicle? – North Carolina Short Answer Usually, no. In North Carolina, a personal representative generally has discretion to sell estate personal property (like a vehicle) without getting a formal appraisal first, as long as the sale is…

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Guardianship Q&A Series

Is emergency guardianship or conservatorship available when the issue is signing legal documents rather than immediate safety concerns? nc

Is emergency guardianship or conservatorship available when the issue is signing legal documents rather than immediate safety concerns? – North Carolina Short Answer In North Carolina, an “emergency” guardianship (called an interim guardian) is available only if there is reasonable cause to believe the person is incompetent and there is an imminent or foreseeable risk…

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Probate Q&A Series

What kinds of documents count as proof of parentage for an inheritance claim if there was no formal court order before the parent died? nc

What kinds of documents count as proof of parentage for an inheritance claim if there was no formal court order before the parent died? – North Carolina Short Answer In North Carolina, “proof of parentage” for an inheritance claim usually means documents that fit one of the specific legal pathways the Intestate Succession Act recognizes—most…

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Probate Q&A Series

Does the personal representative also need to sign a receipt or release if they are an heir but no heir distributions were made? nc

Does the personal representative also need to sign a receipt or release if they are an heir but no heir distributions were made? – North Carolina Short Answer Usually, a receipt or release is used to document that a beneficiary actually received a distribution and (in many cases) agreed to release the personal representative from…

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Guardianship Q&A Series

What’s the difference between guardianship over finances, guardianship over personal decisions, and general guardianship, and which one fits my situation? NC

What’s the difference between guardianship over finances, guardianship over personal decisions, and general guardianship, and which one fits my situation? – North Carolina Short Answer In North Carolina, a guardian of the estate handles money and property, a guardian of the person handles personal and care decisions, and a general guardian does both. The right…

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Probate Q&A Series

Can someone living in a trust-owned house use the trust checking account to pay bills without the other beneficiaries’ approval? nc

Can someone living in a trust-owned house use the trust checking account to pay bills without the other beneficiaries’ approval? – North Carolina Short Answer Usually not—unless that person is the trustee (or an authorized co-trustee/agent) and the trust terms allow the payment. In North Carolina, the trustee controls the trust checking account and must…

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