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Probate Q&A Series ·

How does a prior guardianship role affect who is responsible for completing the estate inventory after the person dies? NC

How does a prior guardianship role affect who is responsible for completing the estate inventory after the person dies? – NC Short Answer In North Carolina, a prior guardian does not stay automatically responsible for a decedent’s estate inventory after the ward dies. The duty to file the decedent’s estate inventory usually belongs to the…

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Probate Q&A Series ·

What can beneficiaries do if one family member took money from a trust or estate and called it a distribution without clear records? NC

What can beneficiaries do if one family member took money from a trust or estate and called it a distribution without clear records? – NC Short Answer In North Carolina, beneficiaries can ask the clerk of superior court or the court handling the trust matter to require a full accounting, produce records, and explain whether…

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What information does the clerk’s office need from the filing party to confirm which partition petition should proceed? NC

What information does the clerk’s office need from the filing party to confirm which partition petition should proceed? – NC Short Answer In North Carolina, a partition case is a special proceeding filed in superior court, and the clerk needs enough information to tell whether the petitions are truly duplicates or separate filings with a…

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