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 Are Surplus Funds in a North Carolina Probate Case?

What Are Surplus Funds in a North Carolina Probate Case? Understanding Surplus Funds in Probate Surplus funds arise when a probate sale of the decedent’s property generates more money than needed to cover all debts, taxes, expenses, and court costs. North Carolina law requires the personal representative to account for every dollar of the sale…

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What Is Probate and When Is It Necessary in North Carolina?

What Is Probate and When Is It Necessary in North Carolina? Detailed Answer What Is Probate? Probate is the court-supervised process of validating a deceased person’s will, appointing a personal representative, paying debts and taxes, and distributing assets to heirs or beneficiaries. Under North Carolina law, Chapter 28A of the N.C. Gen. Stat. § 28A-1-1…

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How Can I Contest a Will in North Carolina?

How Can I Contest a Will in North Carolina? Detailed Answer Contesting a will means formally challenging its validity in probate court. North Carolina law allows only “interested persons” to bring an objection. An interested person includes heirs, beneficiaries and anyone else with a financial stake under a prior will or the laws of intestacy…

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How Can I Contest a Will in North Carolina When It Appears to Have Been Altered Under Questionable Circumstances?

How Can I Contest a Will in North Carolina When It Appears to Have Been Altered Under Questionable Circumstances? 1. Detailed Answer Contesting a will in North Carolina often begins when heirs or interested parties suspect fraud, undue influence, improper execution, or questionable alterations. The process involves strict deadlines and clear legal grounds under North…

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How can I schedule a follow-up consultation to address time-sensitive probate matters in North Carolina?

How to Schedule a Follow-Up Consultation for Time-Sensitive Probate Matters Detailed Answer When it comes to probate, some tasks have strict deadlines. You may need to file a petition for appointment of personal representative, preserve estate assets or respond to creditor claims within specific time frames. North Carolina law sets these deadlines in Chapter 28A…

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How do I determine if I’m entitled to any assets held in my late spouse’s trust, and what steps should I take if I don’t see my name explicitly listed as a beneficiary?

How do I determine if I’m entitled to any assets held in my late spouse’s trust, and what steps should I take if I don’t see my name explicitly listed as a beneficiary? 1. Detailed Answer When your spouse funded a trust before passing away, assets titled in the trust do not go through probate.…

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Does being named the beneficiary of a life insurance policy in the State of North Carolina mean I inherit all of the decedent’s assets, or does it only apply to the policy itself?

Understanding Life Insurance Beneficiary Designations When someone names you as the beneficiary of a life insurance policy, that designation applies only to the policy itself. Life insurance proceeds pass outside probate in North Carolina. The proceeds go directly to the named beneficiary under the contract terms. They do not form part of the decedent’s probate…

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How can I establish legal guardianship for my minor child through a will while ensuring that trust-held assets are properly managed in North Carolina?

How to Establish Legal Guardianship Through Your Will and Manage Trust-Held Assets 1. Detailed Answer Planning for a minor child’s future requires two main documents: a will naming a guardian and a testamentary trust to hold assets. In North Carolina, you can nominate a guardian for your child in your last will and testament. You…

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What are the steps and responsibilities involved in accepting a probate commissioner appointment?

What are the steps and responsibilities involved in accepting a probate commissioner appointment? Detailed Answer In North Carolina, a probate commissioner helps the clerk of superior court handle certain estate matters. Accepting this appointment involves a clear process and defined duties under Chapter 28A of the North Carolina General Statutes. Below is an overview of…

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