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.

Who pays mediation fees in a North Carolina probate dispute, and can those fees be paid from the estate?

Who Pays Mediation Fees in a North Carolina Probate Dispute, and Can Those Fees Be Paid From the Estate? Detailed Answer In North Carolina probate litigation, the parties often resolve disagreements through mediation. The clerk of superior or district court may order mediation in contested probate matters. Under North Carolina’s Alternative Dispute Resolution rules, the…

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How do I settle creditor claims and distribute assets in a North Carolina intestate estate?

How to Settle Creditor Claims and Distribute Assets in a North Carolina Intestate Estate Understanding Intestate Administration When someone dies without a valid will in North Carolina, the court appoints a personal representative to handle the estate under Chapter 28A of the North Carolina General Statutes. This representative must identify creditors, pay valid debts and…

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How do you access state retirement or insurance benefits in North Carolina when no beneficiary is named on the account?

How to Access State Retirement or Insurance Benefits in North Carolina When No Beneficiary Is Named Detailed Answer When a public employee or retired member of a State retirement system or group insurance plan passes away without naming a beneficiary, North Carolina law establishes the order in which benefits become payable. In most cases, these…

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How can I verify whether my North Carolina probate lawyer’s retainer covers full probate administration or limited representation?

Detailed Answer: Verifying the Scope of Your Probate Attorney’s Retainer When you hire a probate attorney in North Carolina, you usually sign a retainer agreement or engagement letter. This document defines what services the attorney will perform and how you’ll pay for them. To determine whether your retainer covers full probate administration or only limited…

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Can I sell inherited real property without probate in North Carolina, and what probate or partition steps apply?

Can I sell inherited real property without probate in North Carolina, and what probate or partition steps apply? Detailed Answer When someone inherits real property in North Carolina, title generally must pass through an approved legal process unless the transfer occurred automatically by operation of law. You cannot simply sign over the deed and sell…

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When can I use estate funds to repair and sell real property after creditor claim period in North Carolina?

Using Estate Funds to Repair and Sell Real Property After the Creditor Claim Period in North Carolina 1. Detailed Answer Under North Carolina law, personal representatives may use estate funds to preserve real property once the creditor claim period expires. Proper timing and court authorization ensure you protect estate assets and comply with statutory duties.…

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How does a North Carolina personal representative properly classify and recover estate administration and real property carrying costs in probate?

How does a North Carolina personal representative properly classify and recover estate administration and real property carrying costs in probate? 1. Detailed Answer When someone dies in North Carolina, the personal representative manages the deceased’s assets and pays debts. Two main cost categories arise during probate: Estate Administration Expenses Personal representatives must pay these costs…

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What steps should a personal representative take if Medicaid Estate Recovery omits estate real property from its satisfaction of claim in North Carolina

What steps should a personal representative take if Medicaid Estate Recovery omits estate real property from its satisfaction of claim? 1. Detailed Answer When the North Carolina Medicaid Estate Recovery Program issues a satisfaction of claim but omits estate real property, the personal representative must act promptly. Federal law (42 U.S.C. §1396p(b)) and North Carolina…

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What procedures allow an heir to remove a personal representative, assume control of an intestate North Carolina estate upon turning 18?

Procedures for an Heir to Remove a Personal Representative and Assume Control of an Intestate North Carolina Estate Upon Turning 18 Detailed Answer When someone dies without a valid will in North Carolina, the court appoints a personal representative (often called an administrator) to collect assets, pay debts, and distribute the estate under the intestacy…

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How can a State of North Carolina surviving spouse claim an elective share and how does a standstill order pause estate distributions?

How can a State of North Carolina surviving spouse claim an elective share and how does a standstill order pause estate distributions? 1. Detailed Answer Claiming an Elective Share Under North Carolina law, a surviving spouse may elect to take a fixed share of the deceased spouse’s estate instead of whatever the will provides. This…

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