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.

If the newest will is invalidated on technical grounds, can the older will still be probated when there are texts and a signed release showing it was meant to be revoked? NC

If the newest will is invalidated on technical grounds, can the older will still be probated when there are texts and a signed release showing it was meant to be revoked? – North Carolina Short Answer Sometimes, but not automatically. In North Carolina, an older will can be probated only if it was not effectively…

Read more

How do I request a complete inventory if my siblings aren’t sharing estate details? NC

How do I request a complete inventory if my siblings aren’t sharing estate details? – North Carolina Short Answer In North Carolina, the personal representative (the court-appointed administrator) must file an estate inventory with the Clerk of Superior Court, generally within three months after qualifying. If an heir believes the administrator is not filing required…

Read more

Can I receive closing funds in my firm’s trust account and still split net proceeds according to our settlement agreement? NC

Can I receive closing funds in my firm’s trust account and still split net proceeds according to our settlement agreement? – North Carolina Short Answer Yes—under North Carolina law, closing funds can be received into a law firm trust/escrow account and then disbursed according to a written settlement/closing statement, including an equal split of net…

Read more

What kind of lawyer can help when identity theft issues overlap with problems accessing or locating a deceased person’s bank accounts? NC

What kind of lawyer can help when identity theft issues overlap with problems accessing or locating a deceased person’s bank accounts? – North Carolina Short Answer In North Carolina, the right lawyer is usually a probate (estate administration) attorney who also handles estate fraud and contested estate proceedings. That type of attorney can help get…

Read more

How do creditors for old medical bills and a credit card get paid, and how can I find out what debts exist before distributing anything? NC

How do creditors for old medical bills and a credit card get paid, and how can I find out what debts exist before distributing anything? – North Carolina Short Answer In North Carolina, valid creditor claims (including medical bills and credit cards) get paid from estate assets by the person appointed by the Clerk of…

Read more

Do I need to open a probate estate if the only assets are life insurance and a retirement account with my child listed as the beneficiary? NC

Do I need to open a probate estate if the only assets are life insurance and a retirement account with my child listed as the beneficiary? – North Carolina Short Answer Usually not. In North Carolina, life insurance proceeds and most retirement accounts that name a beneficiary generally pass directly to the named beneficiary and…

Read more