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Probate Q&A Series

How can I find out if my parent had additional life insurance policies and who holds those records?: North Carolina probate answer

How can I find out if my parent had additional life insurance policies and who holds those records? – North Carolina Short Answer In North Carolina, most life insurance with a named beneficiary is a non‑probate asset, so the insurer and (for employer policies) the plan administrator hold the records and will disclose details to…

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Probate Q&A Series

How can I petition to be appointed personal representative for my parent’s estate in North Carolina when there is no will?: A North Carolina guide

How can I petition to be appointed personal representative for my parent’s estate in North Carolina when there is no will? – North Carolina Short Answer In North Carolina, you petition the Clerk of Superior Court in the county where your parent lived at death by filing an Application for Letters of Administration (AOC‑E‑202) with…

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Partition Action Q&A Series

How can I challenge the tenants in common designation when I paid the entire mortgage?: Practical options under North Carolina partition law

How can I challenge the tenants in common designation when I paid the entire mortgage? – North Carolina Short Answer In North Carolina, if title is in both names without survivorship, the property is owned as tenants in common and the deceased partner’s share passes to their heirs. You generally cannot undo that ownership by…

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Probate Q&A Series

When am I allowed to distribute estate funds to a minor heir and are there age restrictions?: North Carolina guidance

When am I allowed to distribute estate funds to a minor heir and are there age restrictions? – North Carolina Short Answer In North Carolina, do not distribute to heirs until you have paid or reserved for administration costs, any approved family allowances, and valid claims—at minimum after the three-month creditor window. A minor cannot…

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Probate Q&A Series

How do I handle conflicting claims between a guardian’s allowance petition and my funeral expense reimbursement?: North Carolina Probate

How do I handle conflicting claims between a guardian’s allowance petition and my funeral expense reimbursement? – North Carolina Short Answer In North Carolina, a child’s year’s allowance is paid from the decedent’s personal property before most estate claims, including funeral reimbursements. If you reimbursed yourself for funeral costs before the allowance was set, you…

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