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 is involved in trust administration compared with making simple updates or answering general questions? – NC

What is involved in trust administration compared with making simple updates or answering general questions? – North Carolina Short Answer Under North Carolina law, full trust administration means a trustee actively manages and settles a trust, including gathering assets, paying valid debts and expenses, investing prudently, keeping records, communicating with beneficiaries, and ultimately distributing property…

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Who helps our named trustee with next steps after we pass, and what support can a law firm provide versus a trust administrator? – NC

Who helps our named trustee with next steps after we pass, and what support can a law firm provide versus a trust administrator? – North Carolina Short Answer Under North Carolina law, the named trustee is primarily responsible for handling trust matters after the trust creators die, but that trustee can and often should get…

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What happens to survivor benefits and insurance claims if the death certificate is wrong, and will correcting it delay anything? – NC

What happens to survivor benefits and insurance claims if the death certificate is wrong, and will correcting it delay anything? – North Carolina Short Answer In North Carolina, an incorrect death certificate (for example, listing a decedent as “not married” when they were married) does not erase a lawful marriage or automatically cancel survivor benefits,…

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Can the title company obtain payoff statements directly from the lenders, or do I need to request them myself? – NC

Can the title company obtain payoff statements directly from the lenders, or do I need to request them myself? – North Carolina Short Answer In North Carolina, a title company or closing attorney can usually obtain payoff or short-pay statements directly from mortgage lenders if the property owner signs a written authorization naming them as…

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What happens if my parent loses decision‑making capacity before new documents are signed, and what options do we have then? – NC

What happens if my parent loses decision‑making capacity before new documents are signed, and what options do we have then? – North Carolina Short Answer Under North Carolina law, once a parent loses the ability to understand and communicate decisions, they generally can no longer sign a valid will, power of attorney, or health care…

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If an heir has a cognitive disability, how do we get a valid signature or court approval to transfer their share? – NC

If an heir has a cognitive disability, how do we get a valid signature or court approval to transfer their share? – North Carolina Short Answer Under North Carolina law, an heir with a significant cognitive disability generally cannot sign away a real estate interest unless that person actually understands the transaction. If capacity is…

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