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Probate Q&A Series ·

What does the probate process usually look like for a small estate when some key documents are coming from another country? nc

What does the probate process usually look like for a small estate when some key documents are coming from another country? – North Carolina Short Answer In North Carolina, a “small estate” often can be handled through an abbreviated clerk-of-court process instead of a full probate administration, but the Clerk of Superior Court still must…

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Probate Q&A Series ·

How do I get missing bank statements for a decedent’s account and an estate account so I can complete the estate’s records and taxes? nc

How do I get missing bank statements for a decedent’s account and an estate account so I can complete the estate’s records and taxes? – North Carolina Short Answer In North Carolina, the person with legal authority to act for the estate (the personal representative) can usually obtain missing bank statements and year-end tax reporting…

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How can we sell a jointly owned inherited house without going to court if the other co-owner will agree to a settlement? nc

How can we sell a jointly owned inherited house without going to court if the other co-owner will agree to a settlement? – North Carolina Short Answer In North Carolina, co-owners can usually sell an inherited house without court if everyone who holds title signs (1) a written settlement agreement that covers the sale terms…

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Guardianship Q&A Series ·

How does someone contest an existing guardianship, and what kind of evidence would they need to remove the current guardian? nc

How does someone contest an existing guardianship, and what kind of evidence would they need to remove the current guardian? – North Carolina Short Answer In North Carolina, an existing guardianship is usually challenged by filing a “motion in the cause” in the same guardianship file with the Clerk of Superior Court. To remove the…

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Guardianship Q&A Series ·

Can the family ask a court to appoint a guardian or conservator to replace the current caregiver managing everything? nc

Can the family ask a court to appoint a guardian or conservator to replace the current caregiver managing everything? – North Carolina Short Answer Yes. In North Carolina, family members (and other interested people) can ask the Clerk of Superior Court to appoint a court-supervised guardian for an adult who is legally found to be…

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Can the commissioner turn the sale proceeds over to the court instead of holding the funds, and what are the pros and cons? nc

Can the commissioner turn the sale proceeds over to the court instead of holding the funds, and what are the pros and cons? – North Carolina Short Answer Yes—depending on the court’s order and the circumstances, a commissioner in a North Carolina partition sale can ask the Clerk of Superior Court to have sale proceeds…

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Probate Q&A Series ·

What happens if the home was co-owned with another parent who is also deceased—who inherits the property and how is it transferred? nc

What happens if the home was co-owned with another parent who is also deceased—who inherits the property and how is it transferred? – North Carolina Short Answer In North Carolina, who inherits a co-owned home after both co-owners have died depends first on how the deed was titled (for example, “tenants by the entirety,” “joint…

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Probate Q&A Series ·

What happens in probate if we can’t confirm whether a bank account passes outside the estate through survivorship? NC

What happens in probate if we can’t confirm whether a bank account passes outside the estate through survivorship? – North Carolina Short Answer In North Carolina probate, if the estate cannot confirm that a bank account has a valid right of survivorship, the personal representative typically treats the account as a potential estate asset until…

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Probate Q&A Series ·

How do I properly repay an inheritance advance from estate funds during probate? nc

How do I properly repay an inheritance advance from estate funds during probate? – North Carolina Short Answer In North Carolina probate, an inheritance advance is usually handled as a beneficiary’s assignment (or direction) to send part of that beneficiary’s eventual distribution to the advance company. The personal representative (or the estate’s attorney acting for…

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