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Guardianship Q&A Series

How do I move forward with getting legal authority to access my parent’s bank account to pay for memory care? nc

How do I move forward with getting legal authority to access my parent’s bank account to pay for memory care? – North Carolina Short Answer In North Carolina, a bank usually will not allow access to a parent’s account unless there is valid legal authority—most commonly a properly executed power of attorney or court-issued guardianship…

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Probate Q&A Series

Can the personal representative disqualify me from inheriting by claiming I abandoned the deceased or the family? nc

Can the personal representative disqualify me from inheriting by claiming I abandoned the deceased or the family? – North Carolina Short Answer Sometimes, but only in specific situations recognized by North Carolina law. “Abandonment” is not a general, all-purpose reason a personal representative can use to cut an heir out of an intestate estate. In…

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Guardianship Q&A Series

What is the difference between a full guardianship and a limited guardianship, and when would a limited option make sense? nc

What is the difference between a full guardianship and a limited guardianship, and when would a limited option make sense? – North Carolina Short Answer In North Carolina, a “full” guardianship generally means the court appoints a guardian with broad authority over an adult’s personal decisions, financial decisions, or both—because the adult has been found…

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Probate Q&A Series

What should an estate representative do if they can’t find the creditor’s contact information to discuss the claim? nc

What should an estate representative do if they can’t find the creditor’s contact information to discuss the claim? – North Carolina Short Answer In North Carolina, an estate’s personal representative should not guess where to send payments or claim questions. The practical and legal-safe approach is to (1) confirm whether the creditor is a “known…

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Probate Q&A Series

Who gets to be in charge of the estate if there isn’t a new will, and can a parent of the deceased be appointed over the surviving spouse or the child’s parent? nc

Who gets to be in charge of the estate if there isn’t a new will, and can a parent of the deceased be appointed over the surviving spouse or the child’s parent? – North Carolina Short Answer In North Carolina, when someone dies without a valid will (or when no will is offered for probate),…

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Probate Q&A Series

Can I ask the court to order an explanation or repayment if I never received my share from the sale of estate property? nc

Can I ask the court to order an explanation or repayment if I never received my share from the sale of estate property? – North Carolina Short Answer Yes. In North Carolina, an “interested person” (including a beneficiary) can ask the Clerk of Superior Court handling the estate to require the personal representative (executor/administrator) to…

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