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.

What legal remedies are available if the trustee/executor is not fulfilling their fiduciary duties and is mismanaging or improperly applying discretionary trust funds?

Understanding Fiduciary Duties of Trustees and Executors in North Carolina Trustees and executors hold legal responsibilities to manage estate or trust assets in the best interests of beneficiaries. Under North Carolina law, these duties include loyalty, impartiality, prudence, and strict compliance with the terms of the trust or will. When a trustee or executor fails…

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How can I confirm that all parties have received the updated guardianship and attorney substitution information in my probate case in North Carolina?

How to Confirm Service of Updated Guardianship and Attorney Substitution Information in North Carolina Probate Cases 1. Detailed Answer When you update guardianship details or substitute an attorney in a North Carolina probate proceeding, you must notify every interested party. Proper notice ensures the court can proceed and protects everyone’s rights. Follow these steps under…

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How can I legally transfer or salvage vehicles when titles are registered in another state and my deceased parent died without a will in North Carolina?

Detailed Answer Losing a parent who owned vehicles titled in another state can feel overwhelming when they die without a will. North Carolina law provides clear steps for transferring or salvaging those vehicles. You must establish your authority under intestate succession, gather the proper documents, apply for North Carolina titles, and complete salvage requirements if…

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Should I hire a probate attorney in North Carolina to handle estate and wrongful death settlement matters, or can I complete the process myself?

Should I Hire a Probate Attorney in North Carolina to Handle Estate and Wrongful Death Settlement Matters, or Can I Complete the Process Myself? 1. Detailed Answer When someone dies, their assets and debts typically pass through the probate process under North Carolina law. If the decedent had a valid will, the personal representative you…

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Can I legally change the locks on a property I co-own in North Carolina without risking a breaking and entering charge?

Detailed Answer In North Carolina, co-owners of real property share an equal right to possession. That means you cannot unilaterally lock out a fellow owner without facing possible criminal or civil consequences. Under North Carolina law, breaking and entering is defined in N.C. Gen. Stat. § 14-54. If you change the locks and prevent another…

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How do multi-state issues and conflicting legal opinions affect whether escrow funds from a failed property purchase should be processed through probate in North Carolina?

How do multi-state issues and conflicting legal opinions affect whether escrow funds from a failed property purchase should be processed through probate in North Carolina? Understanding Escrow Funds and Probate in North Carolina Escrow funds represent money held by a neutral third party under a real estate contract. When a property purchase fails, the buyer…

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Is it a conflict of interest for an attorney in North Carolina to handle probate administration when they previously drafted the will?

Is it a conflict of interest for an attorney in North Carolina to handle probate administration when they previously drafted the will? Detailed Answer In North Carolina, an attorney may wear two hats in an estate case: one as the drafter of a will and another as the personal representative’s legal advisor during probate. At…

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How can I protect my rights when asserting an elective share during probate, especially if the executor or trustee delays distributions or mismanages estate assets?

Understanding and Asserting Your Elective Share in North Carolina Probate When your spouse dies without leaving you sufficient assets outright, North Carolina law allows you to claim an elective share. Under N.C.G.S. § 30-3.1, you may elect to take one-third of the net value of the probate estate rather than accept what the will provides…

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How do probate attorneys manage jurisdiction and retainer agreements in cases involving disputed escrow funds from out-of-state property transactions in North Carolina?

How Do Probate Attorneys Manage Jurisdiction and Retainer Agreements in Cases Involving Disputed Escrow Funds from Out-of-State Property Transactions in North Carolina? Detailed Answer When a decedent’s estate includes disputed escrow funds from the sale of real property located outside North Carolina, a North Carolina probate court still holds authority over those funds if the…

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Do I need to inform and obtain agreement from all interested parties before selling probate assets, or can I proceed without notifying them for minor sales?

Do I need to inform and obtain agreement from all interested parties before selling probate assets, or can I proceed without notifying them for minor sales? Detailed Answer In North Carolina probate administration, a personal representative must follow specific procedures when selling estate assets. Whether you must inform and secure agreement from every interested party…

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How does the creditor notice period during probate in North Carolina affect my ability to sell an inherited property?

How does the creditor notice period during probate in North Carolina affect my ability to sell an inherited property? Detailed Answer When someone passes away in North Carolina, the personal representative (formerly called executor) must notify creditors of the estate. Under N.C. Gen. Stat. § 28A-18-3, the personal representative must: Publish notice in a newspaper…

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How does the hourly retainer fee work in a probate case, and what happens if the estate’s assets are insufficient to cover ongoing legal fees?

How an Hourly Retainer Fee Works in a North Carolina Probate Case 1. Detailed Answer When you hire an attorney to handle a probate administration in North Carolina, you typically enter into a written fee agreement. In most cases, the lawyer will require an hourly retainer fee, sometimes called a deposit or advance, before beginning…

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How is a deficiency judgment handled in probate in North Carolina when a vehicle has an outstanding lien, and can it be amended if asset values or loan balances change?

How North Carolina Probate Handles a Deficiency Judgment on a Vehicle with an Outstanding Lien 1. Detailed Answer: Deficiency Judgments and Probate Administration When a decedent owns a vehicle subject to a loan, the lender holds a lien. If the estate’s personal representative repossesses and sells that vehicle and the sale proceeds fail to cover…

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How can I protect my interests in an estate when tax filings incorrectly classify inherited property as partnership income and expenses, and what settlement options should I consider to resolve these discrepancies?

Protecting Your Estate Interests When Tax Filings Misclassify Inherited Property Detailed Answer When you inherit real property in North Carolina, you rely on the personal representative to handle tax filings correctly. If the estate’s tax returns incorrectly treat that property as partnership income and expenses, you may end up bearing unexpected tax liability. North Carolina…

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Why might the vehicle title appear solely in my sibling’s name even though both of us are allotted a 50/50 share in the probate process?

Why might the vehicle title appear solely in my sibling’s name even though both of us are allotted a 50/50 share in the probate process? Detailed Answer In North Carolina probate, your 50/50 inheritance share represents your right to an equal portion of the estate’s total value. It does not require that every single asset…

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Why Did My Probate Fees Increase from the Originally Quoted Amount, and How Can I Negotiate Them?

Detailed Answer When you begin the probate process in North Carolina, you often receive an initial fee estimate. This estimate covers the personal representative’s statutory commission, attorney fees, court costs, and other disbursements. However, as your case evolves, the total cost can rise for several reasons: Statutory Commissions May Change: North Carolina law sets the…

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