News and Articles

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Estate Planning Q&A Series

Do I need to prepay my funeral and burial arrangements before I finalize my will, or can I add those instructions later? NC

Do I need to prepay my funeral and burial arrangements before I finalize my will, or can I add those instructions later? – North Carolina Short Answer No. Under North Carolina law, a will can be finalized without prepaid funeral or burial arrangements in place, and funeral/cremation instructions can be added or updated later. In…

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Family Law Q&A Series

How do I start the divorce process in my county? NC

How do I start the divorce process in my county? – North Carolina Short Answer In North Carolina, the divorce process usually starts by filing a verified divorce complaint (and a civil summons) with the Clerk of Superior Court in the county where either spouse lives. After filing, the other spouse must be properly served…

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Probate Q&A Series

What documents should I gather and send to a probate attorney to figure out the estate’s options with the foreclosure? NC

What documents should I gather and send to a probate attorney to figure out the estate’s options with the foreclosure? – North Carolina Short Answer In North Carolina, a probate attorney can evaluate an estate’s foreclosure options faster when the file includes (1) the probate status documents (will, letters, and basic family/beneficiary information), (2) the…

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Probate Q&A Series

As the estate administrator, what expenses can I get reimbursed for (travel, taxes, insurance, loan payments), and what proof do I need to submit? NC

As the estate administrator, what expenses can I get reimbursed for (travel, taxes, insurance, loan payments), and what proof do I need to submit? – North Carolina Short Answer In North Carolina, a court-appointed estate administrator can usually be reimbursed from estate funds for reasonable, necessary expenses that were properly incurred to collect, protect, manage,…

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Probate Q&A Series

If the house has an HVAC lease the decedent signed, am I obligated to keep it, or can I negotiate a payoff and get it removed from the property obligations? NC

If the house has an HVAC lease the decedent signed, am I obligated to keep it, or can I negotiate a payoff and get it removed from the property obligations? – North Carolina Short Answer In North Carolina, an HVAC “lease” signed by the decedent is usually a contract obligation that can follow the estate…

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Probate Q&A Series

Does a backup beneficiary named in a will take over if the primary beneficiary dies after the willmaker, or does the primary beneficiarys estate receive the inheritance? NC

Does a backup beneficiary named in a will take over if the primary beneficiary dies after the will-maker, or does the primary beneficiary’s estate receive the inheritance? – North Carolina Short Answer In North Carolina, if the primary beneficiary survives the will-maker long enough to be treated as having survived under the 120-hour rule (and…

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Probate Q&A Series

Should we complete a distribution or custodial deed before closing the estate, and who must sign to avoid future title problems? NC

Should we complete a distribution or custodial deed before closing the estate, and who must sign to avoid future title problems? – North Carolina Short Answer In North Carolina, it is usually best practice to record the deed that puts the real estate into the correct long-term ownership (including a custodianship for a minor) before…

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