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Probate Q&A Series ·

How do I open an estate when my parent left a will and a trust, and I’m named executor but some assets like cars and retirement accounts weren’t clearly moved into the trust? NC

How do I open an estate when my parent left a will and a trust, and I’m named executor but some assets like cars and retirement accounts weren’t clearly moved into the trust? – North Carolina Short Answer In North Carolina, an estate is usually opened by taking the original will to the Clerk of…

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If the insurance money is used to pay down the mortgage instead of making repairs, does that create any legal or insurance problems? NC

If the insurance money is used to pay down the mortgage instead of making repairs, does that create any legal or insurance problems? – North Carolina Short Answer It can. In North Carolina, using property insurance proceeds to pay down a mortgage instead of repairing damage can create problems if the mortgage (or the insurance…

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Guardianship Q&A Series ·

How can I challenge a finding that my parent is incompetent if the case moved quickly and I didn’t understand what was happening? NC

How can I challenge a finding that my parent is incompetent if the case moved quickly and I didn’t understand what was happening? – North Carolina Short Answer In North Carolina, an incompetency finding is usually entered by the Clerk of Superior Court, and it can be challenged by filing an appeal to Superior Court…

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Probate Q&A Series ·

What paperwork must I file to open the estate? NC

What paperwork must I file to open the estate? – North Carolina Short Answer In North Carolina, opening an estate usually means qualifying a personal representative (executor) with the Clerk of Superior Court in the county where the person who died lived. The core paperwork is an application to probate the will and issue letters,…

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Probate Q&A Series ·

How can I get court-acceptable valuations for a large number of estate vehicles so we can move forward with sales? NC

How can I get court-acceptable valuations for a large number of estate vehicles so we can move forward with sales? – North Carolina Short Answer In North Carolina, “court-acceptable” vehicle values usually mean fair market value as of the decedent’s date of death, supported by reliable documentation and presented in the estate inventory and any…

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Probate Q&A Series ·

Can a parent receive assets through their child’s will when those assets come from an estate that hasn’t been distributed yet?

Can a parent receive assets through their child’s will when those assets come from an estate that hasn’t been distributed yet? – North Carolina Short Answer Yes, under North Carolina law a parent can receive assets through a child’s will even if the child’s “asset” is an inheritance from another estate that has not been…

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Probate Q&A Series ·

Can an estranged spouse who has been separated for years and signed a separation agreement still inherit or claim a spousal allowance?

Can an estranged spouse who has been separated for years and signed a separation agreement still inherit or claim a spousal allowance? – North Carolina Short Answer In North Carolina, an estranged spouse can often still inherit from an intestate estate and can usually still claim the spousal year’s allowance unless a legal bar applies.…

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Probate Q&A Series ·

If some beneficiaries disagree, how does a partition action work and what are the risks that the court orders a sale instead of division?

If some beneficiaries disagree, how does a partition action work and what are the risks that the court orders a sale instead of division? – North Carolina Short Answer In North Carolina, when co-owners (including heirs or devisees who took title after a death) cannot agree on what to do with inherited real estate, any…

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Guardianship Q&A Series ·

Can Adult Protective Services remove my spouse from our home and keep them from returning unless other family members move out? NC

Can Adult Protective Services remove my spouse from our home and keep them from returning unless other family members move out? – North Carolina Short Answer In North Carolina, Adult Protective Services (APS) generally cannot remove a spouse from the home or bar them from returning based only on an APS investigation or a worker’s…

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Attorney Jared Pierce
Attorney Jared Pierce
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