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Probate Q&A Series ·

Can co-trustees make decisions about trust-owned rental properties if they don’t agree on whether to sell or keep them? NC

Can co-trustees make decisions about trust-owned rental properties if they don’t agree on whether to sell or keep them? – North Carolina Short Answer Usually not if there are only two co-trustees. Under North Carolina’s default trust rules, when two co-trustees serve together, they generally must act unanimously, so a deadlock can stop a major…

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Probate Q&A Series ·

What happens if the financial institution delays providing the tax paperwork needed for the estate? NC

What happens if the financial institution delays providing the tax paperwork needed for the estate? – North Carolina Short Answer In North Carolina, a delay from a bank or brokerage in issuing tax forms (like year-end interest/dividend statements) usually delays the estate’s ability to file required fiduciary income tax returns and, in turn, can delay…

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Probate Q&A Series ·

Can I ask the court to appoint a public administrator when the heirs can’t agree on who should serve as administrator? NC

Can I ask the court to appoint a public administrator when the heirs can’t agree on who should serve as administrator? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court (the probate court) appoints the estate administrator, and the clerk can appoint a neutral, suitable person when heirs with equal priority…

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Probate Q&A Series ·

What happens if we discover an asset like a promissory note or loan payments that wasn’t disclosed during trust or estate administration? NC

What happens if we discover an asset like a promissory note or loan payments that wasn’t disclosed during trust or estate administration? – North Carolina Short Answer In North Carolina, a newly discovered asset during estate or trust administration usually means the fiduciaries must (1) confirm who owns it (the estate, the trust, or someone…

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Guardianship Q&A Series ·

How does living in a memory care facility affect where the guardianship or conservatorship should be filed? NC

How does living in a memory care facility affect where the guardianship or conservatorship should be filed? – North Carolina Short Answer In North Carolina, living in a memory care facility can change (or clarify) the proper county for filing, but it does not automatically do so. For an incompetency/guardianship case, venue is generally proper…

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Probate Q&A Series ·

What happens if the deceased and their partner were not married—does that change who inherits or who can make estate claims? NC

Recent Legal Update Updated: March 2026 Elective share procedure update (N.C. Gen. Stat. § 30-3.4): North Carolina updated the elective-share procedure effective for claims filed on or after January 1, 2026 (Session Law 2025-33). The six-month deadline tied to the issuance of letters remains, but the statute’s procedure language has been clarified and the prior…

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Probate Q&A Series ·

Can a neutral third party be appointed to manage or administer the trusts and estate when siblings can’t work together? NC

Can a neutral third party be appointed to manage or administer the trusts and estate when siblings can’t work together? – North Carolina Short Answer Yes. In North Carolina, when co-trustees or co-fiduciaries cannot cooperate and the conflict is impairing administration, the Clerk of Superior Court can remove one or more fiduciaries and appoint a…

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Guardianship Q&A Series ·

How can I challenge an adult guardianship if I wasn’t given a fair chance to participate and the information presented was inaccurate? NC

How can I challenge an adult guardianship if I wasn’t given a fair chance to participate and the information presented was inaccurate? – North Carolina Short Answer In North Carolina, challenging an adult guardianship usually means acting quickly in the clerk of superior court file that created the guardianship. Depending on what went wrong, the…

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Probate Q&A Series ·

As a co-trustee or co-executor, am I personally responsible for acting as the landlord for inherited rental properties? NC

As a co-trustee or co-executor, am I personally responsible for acting as the landlord for inherited rental properties? – North Carolina Short Answer Usually not in a personal, individual-capacity sense. In North Carolina, a co-executor (personal representative) or co-trustee may need to make sure the rental properties are managed, rent is collected, and the properties…

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Probate Q&A Series ·

Can a co-heir who has been living on the inherited property and paying the taxes claim the whole property through adverse possession? NC

Can a co-heir who has been living on the inherited property and paying the taxes claim the whole property through adverse possession? – North Carolina Short Answer Sometimes, but not just because a co-heir lived there and paid the taxes. In North Carolina, heirs typically own inherited real estate together as cotenants, and one cotenant’s…

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Probate Q&A Series ·

How can I get reimbursed from the estate for expenses I paid after my spouse died, like insurance and other property-related costs? NC

How can I get reimbursed from the estate for expenses I paid after my spouse died, like insurance and other property-related costs? – North Carolina Short Answer In North Carolina, reimbursement usually happens by treating the out-of-pocket payments as either (1) an estate expense that the personal representative can repay during administration, or (2) a…

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Guardianship Q&A Series ·

What can I do to request a new evaluation of my parent’s capacity after they were declared incompetent during a hospital stay? NC

What can I do to request a new evaluation of my parent’s capacity after they were declared incompetent during a hospital stay? – North Carolina Short Answer In North Carolina, a new look at a parent’s capacity usually happens through a motion to restore the ward to competency filed with the Clerk of Superior Court…

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Surplus Funds Q&A Series ·

How do two co-owners claim surplus funds when one owner is incapacitated and an adult child has power of attorney for that owner? NC

How do two co-owners claim surplus funds when one owner is incapacitated and an adult child has power of attorney for that owner? – North Carolina Short Answer In North Carolina, foreclosure surplus funds are paid to the people legally entitled to them, and when there is any doubt, the surplus is typically paid into…

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Attorney Jared Pierce
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