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Probate Q&A Series

What deadlines apply after a small-estate affidavit is approved, and what happens if I miss the window to transfer assets? nc

What deadlines apply after a small-estate affidavit is approved, and what happens if I miss the window to transfer assets? – North Carolina Short Answer In North Carolina, once the Clerk of Superior Court accepts (approves) a small-estate affidavit, the affiant generally must (1) distribute the property collected under the affidavit within 90 days and…

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Probate Q&A Series

What does a consent order to sell a deceased parent’s property actually authorize, and what rights am I giving up by signing it? nc

What does a consent order to sell a deceased parent’s property actually authorize, and what rights am I giving up by signing it? – North Carolina Short Answer In North Carolina, a consent order to sell in an estate case generally authorizes the personal representative (executor/administrator) to sell the deceased parent’s real property through a…

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Probate Q&A Series

How can I find out whether bank accounts, retirement accounts, or life insurance have a beneficiary, pay-on-death, or transfer-on-death designation, and does that keep them out of the estate? nc

How can I find out whether bank accounts, retirement accounts, or life insurance have a beneficiary, pay-on-death, or transfer-on-death designation, and does that keep them out of the estate? – North Carolina Short Answer In North Carolina, the fastest way to confirm whether an account will pass by beneficiary/POD/TOD is to get the institution’s written…

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Probate Q&A Series

If there is no will, who is allowed to take property from the house or use the deceased person’s vehicles before an estate is opened? nc

If there is no will, who is allowed to take property from the house or use the deceased person’s vehicles before an estate is opened? – North Carolina Short Answer In North Carolina, no family member automatically has legal authority to take items from a deceased person’s home or use/sell the deceased person’s vehicles just…

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Probate Q&A Series

Do minor children have to have a separate court-appointed representative in an estate case, or can a parent represent them? nc

Do minor children have to have a separate court-appointed representative in an estate case, or can a parent represent them? – North Carolina Short Answer In North Carolina, a parent can sometimes act for a minor child in an estate-related matter, but the Clerk of Superior Court may require a separate court-appointed representative when the…

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Probate Q&A Series

If there’s a lawsuit settlement or claim related to my parent’s death, does the money have to go through the estate before beneficiaries get paid? nc

If there’s a lawsuit settlement or claim related to my parent’s death, does the money have to go through the estate before beneficiaries get paid? – North Carolina Short Answer In North Carolina, it depends on what kind of claim the settlement comes from. Wrongful death proceeds are generally not “estate assets”, even though the…

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Probate Q&A Series

Do medical bills get paid before or after a surviving spouse’s claim or an equitable distribution claim against the estate? nc

Do medical bills get paid before or after a surviving spouse’s claim or an equitable distribution claim against the estate? – North Carolina Short Answer In North Carolina, a surviving spouse’s year’s allowance is generally handled before most creditor claims, and it is protected from the decedent’s other debts. By contrast, ordinary medical bills are…

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Probate Q&A Series

Can my spouse’s parents challenge my right to a year’s allowance or other spousal benefits from the estate? nc

Can my spouse’s parents challenge my right to a year’s allowance or other spousal benefits from the estate? – North Carolina Short Answer Yes. In North Carolina, a decedent’s parents (or other interested people) can participate and may challenge a surviving spouse’s claim to a year’s allowance and certain other spousal benefits, especially by arguing…

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