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Probate Q&A Series ·

If the surviving spouse hasn’t filed for the spousal allowance yet, can estate money still be used for funeral costs, court costs, or other expenses? nc

If the surviving spouse hasn’t filed for the spousal allowance yet, can estate money still be used for funeral costs, court costs, or other expenses? – North Carolina Short Answer Yes. In North Carolina, a personal representative (including co-administrators) can usually use estate funds to pay reasonable funeral expenses and the costs of administering the…

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Probate Q&A Series ·

Can a spouse who initially wanted no involvement later challenge the estate administration or the settlement distribution? nc

Can a spouse who initially wanted no involvement later challenge the estate administration or the settlement distribution? – North Carolina Short Answer Yes—under North Carolina law, a surviving spouse who is an intestate heir can sometimes challenge what happened in an estate administration or how wrongful-death settlement proceeds were distributed, especially if required notice was…

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Probate Q&A Series ·

What counts as reimbursable “carrying costs” for an estate property sale versus reimbursable estate administration expenses? nc

What counts as reimbursable “carrying costs” for an estate property sale versus reimbursable estate administration expenses? – North Carolina Short Answer In North Carolina, “carrying costs” are usually the ongoing, property-specific bills needed to preserve an estate-owned home until it can be sold (for example, property taxes, insurance, utilities needed to prevent damage, and basic…

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Probate Q&A Series ·

What can I do if the estate administrator filed paperwork that I believe contains false information about life insurance? nc

What can I do if the estate administrator filed paperwork that I believe contains false information about life insurance? – North Carolina Short Answer In North Carolina, an heir who believes an estate administrator filed inaccurate information about life insurance can ask the Clerk of Superior Court (the probate court) to require a corrected filing…

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Probate Q&A Series ·

How can I find out what has been filed in the estate and get copies of the accounting and other paperwork before everything is finalized? nc

How can I find out what has been filed in the estate and get copies of the accounting and other paperwork before everything is finalized? – North Carolina Short Answer In North Carolina, most estate administration paperwork is filed with the Clerk of Superior Court (Estates Division) in the county where the estate is open,…

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Guardianship Q&A Series ·

What happens if my adult child is living in another state—do I have to file for guardianship where they currently live? nc

What happens if my adult child is living in another state—do I have to file for guardianship where they currently live? – North Carolina Short Answer Often, yes. Under North Carolina’s jurisdiction rules for adult guardianship, the starting point is usually the adult’s “home state,” which is commonly the state where the adult has been…

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Probate Q&A Series ·

What happens to the estate closing timeline if the notice-to-creditors publication proof wasn’t filed? nc

What happens to the estate closing timeline if the notice-to-creditors publication proof wasn’t filed? – North Carolina Short Answer In North Carolina, a missing proof of publication for the notice to creditors usually delays the clerk’s ability to approve a final account and close the estate file. The creditor “clock” generally runs from the first…

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Probate Q&A Series ·

Who is responsible for ongoing costs like property taxes, insurance, utilities, and maintenance when someone has the right to live in the house? nc

Who is responsible for ongoing costs like property taxes, insurance, utilities, and maintenance when someone has the right to live in the house? – North Carolina Short Answer In North Carolina, when a will gives someone the right to live in a house for life (often treated like a life estate), that person is generally…

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Real Estate Q&A Series ·

If I stop using the building for my own business and rent it out later, how could that affect my loan terms or interest rate? nc

If I stop using the building for my own business and rent it out later, how could that affect my loan terms or interest rate? – North Carolina Short Answer In North Carolina, switching a bank-financed commercial building from owner-occupied use to a rental can matter if the loan documents require owner occupancy or treat…

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Probate Q&A Series ·

Do I have to list bank accounts and other non-probate assets on the probate inventory, and where do they go on the inventory form? nc

Do I have to list bank accounts and other non-probate assets on the probate inventory, and where do they go on the inventory form? – North Carolina Short Answer In North Carolina, the probate inventory is broader than “probate-only” property. Many assets that pass outside probate (like joint-with-survivorship accounts and POD/TOD accounts) are still typically…

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Guardianship Q&A Series ·

Do I need a new mental health evaluation or recent medical records to prove my adult child needs a guardian? nc

Do I need a new mental health evaluation or recent medical records to prove my adult child needs a guardian? – North Carolina Short Answer Not always. In North Carolina, the clerk of superior court can decide an adult incompetency/guardianship case based on the evidence presented, and the clerk can also order a current multidisciplinary…

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