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 should I expect to pay for emergency custody representation, and what factors make the fee go up or down?: North Carolina Family Law

What should I expect to pay for emergency custody representation, and what factors make the fee go up or down? – North Carolina Short Answer North Carolina law does not set a standard price for emergency custody representation. Attorneys typically charge either an hourly rate with an upfront retainer or a flat fee for limited…

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Can I set up my estate plan to avoid probate and make things easier for my family or beneficiaries?: North Carolina Estate Planning

Can I set up my estate plan to avoid probate and make things easier for my family or beneficiaries? – North Carolina Short Answer Under North Carolina law, an estate plan can substantially reduce, and in many cases largely avoid, probate by using tools like revocable living trusts, beneficiary designations, payable-on-death and transfer-on-death registrations, and…

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What should I do if some checks are past the issuer’s void date—can they be reissued without slowing the estate closing?

What should I do if some checks are past the issuer’s void date—can they be reissued without slowing the estate closing? – North Carolina Short Answer A personal representative in North Carolina may usually collect dividend or stock checks issued to a decedent, but stale or “void-date” checks typically must be reissued by the payer…

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If only small amounts remain uncollected, is it reasonable to leave them and proceed with final distributions?

If only small amounts remain uncollected, is it reasonable to leave them and proceed with final distributions? – North Carolina Short Answer Yes — in North Carolina a personal representative can sometimes complete distribution despite small uncollected amounts, but only after reasonable efforts to collect, proper accounting and disclosure, and either holding a reserve, obtaining…

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Which documents do transfer agents usually require to verify I’m the personal representative and release statements or reissue checks? – North Carolina

Which documents do transfer agents usually require to verify I’m the personal representative and release statements or reissue checks? – North Carolina Short Answer In North Carolina, transfer agents generally accept a certified copy of the personal representative’s letters (letters testamentary or letters of administration), a certified death certificate, proof of the estate’s tax identification…

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What documents or proof of authority do you require to release escrowed real‑estate proceeds to the estate’s representative?: North Carolina Probate

What documents or proof of authority do you require to release escrowed real‑estate proceeds to the estate’s representative? – North Carolina Short Answer In North Carolina, an escrow holder releases real-estate sale proceeds only to a duly appointed estate fiduciary. Typically, that means certified Letters Testamentary or Letters of Administration from the Clerk of Superior…

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Can the court appoint a guardian ad litem for an uncooperative heir, and what does that accomplish?: North Carolina

Can the court appoint a guardian ad litem for an uncooperative heir, and what does that accomplish? – North Carolina Short Answer In North Carolina, the court appoints a guardian ad litem (GAL) only for heirs who are minors, incompetent, unborn/unascertained, or unknown—not for a known, competent adult who is simply uncooperative. In an estate…

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Can an out-of-area law firm handle this deed transfer, or should I hire someone local to the property?: North Carolina

Can an out-of-area law firm handle this deed transfer, or should I hire someone local to the property? – North Carolina Short Answer Under North Carolina law, any North Carolina-licensed attorney may prepare and manage an estate-related deed transfer regardless of office location. The deed must be recorded with the Register of Deeds in the…

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What does the commissioner’s percentage cover, and can that amount be reduced or challenged?: North Carolina

What does the commissioner’s percentage cover, and can that amount be reduced or challenged? – North Carolina Short Answer In North Carolina, a commissioner’s percentage is compensation for administering a court-ordered sale and distribution—things like giving notices, coordinating the sale, handling deposits, filing reports, and overseeing disbursement. It is treated as a cost of the…

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Is it faster or safer to pick up the check in person instead of having it mailed, especially around the holidays?: North Carolina Surplus Funds

Is it faster or safer to pick up the check in person instead of having it mailed, especially around the holidays? – North Carolina Short Answer In North Carolina, once the Clerk of Superior Court has a final order and the notice/appeal period has run, in-person pickup often avoids postal delays and can be faster…

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What ongoing duties, reports, and accountings will I have after I’m appointed?: North Carolina Guardianship

What ongoing duties, reports, and accountings will I have after I’m appointed? – North Carolina Short Answer In North Carolina, a guardian’s reporting duties depend on the type of guardianship. A guardian of the estate (and a general guardian) must file an inventory within three months of appointment and submit annual accountings with supporting documents.…

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Can you handle the closing and coordinate with the title company, escrow, and the buyer’s lender?: North Carolina

Can you handle the closing and coordinate with the title company, escrow, and the buyer’s lender? – North Carolina Short Answer Yes. In North Carolina, a real estate attorney typically serves as the settlement agent and coordinates the title work, escrow/trust accounting, and the buyer’s lender. State law requires collected funds and recording of the…

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