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 factors will the court consider when deciding whether to remove a professional guardian in favor of a family member?: North Carolina

What factors will the court consider when deciding whether to remove a professional guardian in favor of a family member? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court may remove a guardian if replacing the current guardian would provide better care and maintenance for the ward or if statutory grounds…

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Can I change my sibling’s care facility once I’m appointed guardian, and what process is required?: North Carolina Guardianship

Can I change my sibling’s care facility once I’m appointed guardian, and what process is required? – North Carolina Short Answer In North Carolina, a guardian of the person (or a general guardian) may choose and change an adult ward’s residence and care facility when it is in the ward’s best interests. Moving the ward…

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What is the typical timeline for the county to distribute surplus funds once forms are filed?: North Carolina

What is the typical timeline for the county to distribute surplus funds once forms are filed? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court generally releases surplus tax-sale proceeds only after the sale is final, all required taxpayer forms (like W-9s) are complete, entitlement is verified, and funds have cleared.…

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What information do I need to prepare before a trust consultation?: North Carolina Estate Planning

What information do I need to prepare before a trust consultation? – North Carolina Short Answer Under North Carolina law, a valid revocable trust needs a capable settlor, a trustee, identifiable property, and clear intent to create the trust. For a productive consultation, assemble a family outline, fiduciary choices (trustees and successors), a current asset…

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Can I limit a guardianship to only healthcare decisions and avoid financial responsibilities?: North Carolina

Can I limit a guardianship to only healthcare decisions and avoid financial responsibilities? – North Carolina Short Answer Yes. North Carolina allows a limited guardianship of the person so that a guardian handles only healthcare and personal decisions, while the adult keeps financial rights or a separate guardian of the estate manages money. The Clerk…

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What are the differences between guardianship of the person and guardianship of the estate?: North Carolina

What are the differences between guardianship of the person and guardianship of the estate? – North Carolina Short Answer In North Carolina, a guardian of the person makes personal, medical, residential, and day-to-day care decisions. A guardian of the estate manages money, property, income, and bills. A general guardian holds both sets of powers. The…

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