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.

Can I use a Small Estate Affidavit in North Carolina for assets under $20,000 to avoid full probate?

Detailed Answer In North Carolina, you can use a small estate affidavit to collect certain assets without opening a full probate estate—provided the estate meets strict requirements. Under North Carolina General Statutes § 28A-19-1, if a decedent’s estate consists solely of personal property valued at $20,000 or less (after deducting liens or encumbrances), a surviving…

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How can co-owners in North Carolina resolve inherited property disputes without a costly public partition sale?

How Co-owners in North Carolina Can Resolve Inherited Property Disputes Without a Costly Public Partition Sale 1. Detailed Answer When heirs inherit real estate as co-owners, disputes often arise over whether to sell, keep or divide the property. North Carolina law allows any co-owner to force a public partition sale through the courts under N.C.G.S.…

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What actions can a North Carolina personal representative take if their attorney fails to timely file an annual accounting?

What actions can a North Carolina personal representative take if their attorney fails to timely file an annual accounting? Detailed Answer Under North Carolina law, a personal representative must file an annual accounting within one year of qualifying and every year thereafter until the estate closes. See North Carolina General Statutes § 28A-21-4(c) (ncleg.gov/GS_28A-21-4). If…

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Do I Need Florida Probate and North Carolina Ancillary Probate to Transfer North Carolina Property After an Out-of-State Intestate Death?

Do I Need Florida Probate and North Carolina Ancillary Probate to Transfer North Carolina Property After an Out-of-State Intestate Death? Detailed Answer When a person dies without a will (intestate) in Florida and owns real property in North Carolina, you must handle probate in both states. First, the personal representative files a probate case in…

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Can heirs avoid formal probate by using After-Death Posting to clear title on inherited real estate in North Carolina?

Can heirs avoid formal probate by using After-Death Posting to clear title on inherited real estate in North Carolina? Detailed Answer In North Carolina, heirs sometimes seek to bypass formal probate to reduce costs and speed up property transfer. One statutory shortcut is known as After-Death Posting. This procedure lets heirs transfer title to real…

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What are the key duties and potential liabilities of a North Carolina executor under Chapter 28A of the General Statutes?

What Are the Key Duties and Potential Liabilities of a North Carolina Executor under Chapter 28A? Detailed Answer In North Carolina, an executor—also called a personal representative—must follow the rules set out in Chapter 28A of the General Statutes. These rules guide each step of estate administration, from appointment through closing. Below is an overview…

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When is ancillary probate in North Carolina required for estates with out-of-state administration but in-state assets?

When is ancillary probate in North Carolina required for estates with out-of-state administration but in-state assets? 1. Detailed Answer Ancillary probate arises when a person dies domiciled in one state but owns property in another. In North Carolina, you must open an ancillary estate if the decedent held real property or tangible personal property here…

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What steps must heirs take to probate and sell inherited real property in North Carolina intestate estates?

What steps must heirs take to probate and sell inherited real property in North Carolina intestate estates? Detailed Answer When someone dies without a will in North Carolina, state law—Chapter 28A of the North Carolina General Statutes—governs the probate process. Heirs must open an intestate estate and, if selling inherited real property becomes necessary, obtain…

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How can an out-of-state executor appoint a North Carolina resident process agent and open probate in North Carolina?

How can an out-of-state executor appoint a North Carolina resident process agent and open probate in North Carolina? Detailed Answer If you are named as executor (also called personal representative) but live outside North Carolina, state law requires you to designate a North Carolina resident as your agent for service of process. That agent accepts…

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