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Probate Q&A Series ·

How do I transfer a house from a deceased parent’s trust into my name, and do I need my sibling’s consent if we’re both beneficiaries? NC

How do I transfer a house from a deceased parent’s trust into my name, and do I need my sibling’s consent if we’re both beneficiaries? – North Carolina Short Answer In North Carolina, a house held in a deceased parent’s revocable living trust is usually transferred by the successor trustee signing and recording a deed…

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Probate Q&A Series ·

Can the personal representative or a family member handle the real estate sale instead of a court-appointed commissioner? NC

Can the personal representative or a family member handle the real estate sale instead of a court-appointed commissioner? – North Carolina Short Answer Yes, in many North Carolina estate sale proceedings the Clerk of Superior Court can authorize the personal representative (executor/administrator) to conduct the sale instead of appointing a separate commissioner. A family member…

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Probate Q&A Series ·

How do I close an estate and get officially released from my responsibilities as the personal representative? NC

How do I close an estate and get officially released from my responsibilities as the personal representative? – North Carolina Short Answer In North Carolina, a personal representative is typically released by filing a proper Final Account (final accounting) with the Clerk of Superior Court, showing that estate debts and expenses were handled and the…

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Probate Q&A Series ·

Can we prevent a relative who had power of attorney from being involved in the estate administration if we don’t trust them? NC

Can we prevent a relative who had power of attorney from being involved in the estate administration if we don’t trust them? – North Carolina Short Answer Yes—under North Carolina law, a former power of attorney agent does not automatically get a role in estate administration after death. The Clerk of Superior Court appoints an…

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Probate Q&A Series ·

Who is authorized to request a deceased person’s stock account information during probate? NC

Who is authorized to request a deceased person’s stock account information during probate? – North Carolina Short Answer In North Carolina probate, the person authorized to request a deceased person’s stock account statements and records is the court-appointed personal representative (the executor named in a will or the administrator appointed in an intestate estate). A…

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Family Law Q&A Series ·

When should I consider asking for primary custody instead of only revising the parenting plan? NC

When should I consider asking for primary custody instead of only revising the parenting plan? – North Carolina Short Answer In North Carolina, asking for primary custody usually makes sense when the issue is not just the calendar, but a bigger change that affects the child’s welfare—like stability, safety, school routines, or a parent’s ability…

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Probate Q&A Series ·

Do I need to sell the car and mobile home to pay creditors, and how are creditor claims prioritized if the estate doesn’t have enough money? NC

Do I need to sell the car and mobile home to pay creditors, and how are creditor claims prioritized if the estate doesn’t have enough money? – North Carolina Short Answer In North Carolina, an estate generally must pay valid creditor claims before heirs receive anything. If the estate does not have enough cash, the…

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