Explore our informative articles, insights, and updates focused on North Carolina Estate Administration, Estate Planning, Partition Actions, and Surplus Fund cases. Our goal is to make these complex topics accessible, offering you guidance and understanding at each step of the legal process. Whether you’re looking to navigate probate administration, protect your assets through careful planning, understand partition actions, or resolve issues with surplus funds, our articles are designed to empower you with practical advice, legal insights, and actionable steps. Stay informed and feel confident as you make decisions about your estate and legal matters.
How can I challenge a partition action when the mortgage lender wasn’t included? – North Carolina Short Answer In North Carolina, a partition case cannot move forward without all necessary parties, which typically includes the current deed of trust holder on the property. You can file a motion to dismiss or, more commonly, a motion…
How do I switch from respondent to petitioner in a partition case? – North Carolina Short Answer In North Carolina, you don’t have to change your label to pursue relief in a partition case. As a respondent, you can file your own petition or counterclaim for partition in the same special proceeding, ask the Clerk…
What documents do I need to prove the current mortgage servicer and assignment in a partition action? – North Carolina Short Answer In a North Carolina partition action, bring certified Register of Deeds copies of the recorded deed of trust and all recorded assignments to show the current lienholder, and written proof of any servicing…
Can I use certificates or other medical records to prove my competence? – North Carolina Short Answer Yes—under North Carolina guardianship law, you can present medical certificates, treatment notes, and other records to show you are competent. But documents alone may not carry the day unless they are admissible and reliable. The clerk of superior…
How can I challenge the hospital’s determination that I’m incompetent? – North Carolina Short Answer In North Carolina, only a court—not a hospital—can declare you legally incompetent. You can challenge a hospital’s claim by participating in (or initiating) a guardianship case before the Clerk of Superior Court, requesting an independent evaluation, and asserting your rights…
Can I use a mechanics lien or storage lien to clear title issues for a home or vehicle left on estate property? – North Carolina Short Answer In North Carolina, a mechanics lien or storage/garageman’s lien is not a general tool an estate can use to clear title to a home or vehicle. Mechanics liens…
How do I obtain or reissue a mobile home title from the DMV when the original is missing? – North Carolina Short Answer In North Carolina, the personal representative can request a duplicate manufactured/mobile home title from the N.C. Division of Motor Vehicles (DMV) using the DMV’s duplicate title process. You’ll complete the DMV’s duplicate…
What steps do I need to take to switch utilities into an occupant’s name when managing estate real property? – North Carolina Short Answer In North Carolina, the personal representative should first confirm legal control of the property, then require the occupant (as a month-to-month tenant) to keep all utilities in the occupant’s own name…
How can I assign an oral month-to-month lease to an occupant after acquiring a property in an estate? – North Carolina Short Answer In North Carolina, you usually do not “assign” a lease to the occupant when you become the new owner or personal representative; the month-to-month tenancy continues by law. You can either (1)…
Can I serve as trustee from out of state or do I need a registered agent in the property’s jurisdiction? – North Carolina Short Answer In North Carolina, you may serve from out of state as a trust fiduciary or as a custodian under the Uniform Transfers to Minors Act (UTMA). No “registered agent” is…
Is a guardianship required or is a minors act probate filing enough to sell the house? – North Carolina Short Answer In North Carolina, a minors act filing (UTMA) by itself is not enough to sell a house owned in part by a minor. To convey a minor’s real estate interest, the court must authorize…
What steps does the uniform transfer to minors act require to manage sale proceeds for a minor heir? – North Carolina Short Answer In North Carolina, the Uniform Transfers to Minors Act (UTMA) uses a custodian—not a trustee—to hold and manage a minor’s funds until age 21. For real estate sale proceeds owed to a…
What steps should I take to prove there is no valid right of way on my land? – North Carolina Short Answer In North Carolina, you disprove a claimed right of way by (1) ruling out any express, recorded easement in your chain of title and plats, and (2) defeating non‑recorded theories like prescription, implication,…
How can I legally stop someone from crossing my property without permission? – North Carolina Short Answer In North Carolina, you can file a civil lawsuit for trespass and ask the Superior Court for a temporary restraining order and a preliminary injunction to stop the crossings. To get an injunction, you must show you are…
Can I get an injunction or court order to prevent a trespasser from accessing my property? – North Carolina Short Answer Yes. In North Carolina, a property owner can ask the Superior Court for a temporary restraining order (TRO) and a preliminary injunction to stop a continuing trespass. You must show ongoing or threatened entry,…
Can I confirm if the vehicle transfer before death was completed correctly and if it still affects estate distribution? – North Carolina Short Answer Yes. In North Carolina, if the DMV recorded the vehicle title in someone else’s name before the date of death, that vehicle is generally not a probate asset and should not…
How can I ensure the life insurance company processes my mother’s death benefit claim? – North Carolina Short Answer In North Carolina, life insurance that names a beneficiary pays directly to that person and is not part of probate. To move the claim forward, send the insurer a complete claim package (their claim form, a…
What steps do I take if the estate inventory was filed incorrectly by the fiduciary? – North Carolina Short Answer In North Carolina, if an estate inventory is wrong or misleading, the personal representative must correct it by filing a supplemental inventory with the Clerk of Superior Court. If the fiduciary will not fix it,…
How do I set up a Transfer to Minors Act trust for my minor sibling’s inheritance? – North Carolina Short Answer In North Carolina, you generally use the Uniform Transfers to Minors Act (UTMA) to transfer a minor’s inheritance to a custodian, not a formal trust. A personal representative can ask the Clerk of Superior…
Can I replace the current estate trustee with a parent or another guardian? – North Carolina Short Answer Yes—under North Carolina law you can ask the Clerk of Superior Court to remove and replace the current fiduciary (executor/administrator, trustee, or UTMA custodian) for cause. Common grounds include serious mismanagement, failure to file accurate inventories or…