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Guardianship Q&A Series ·

Can we get access to my relative’s bank accounts to pay for their care if they can’t manage their finances? NC

Can we get access to my relative’s bank accounts to pay for their care if they can’t manage their finances? – North Carolina Short Answer In North Carolina, family members usually cannot access a hospitalized relative’s bank accounts just to pay bills unless they already have legal authority (such as a valid power of attorney)…

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Guardianship Q&A Series ·

How is an Adult Protective Services proceeding different from a guardianship case, and why would it be filed as a civil case? NC

How is an Adult Protective Services proceeding different from a guardianship case, and why would it be filed as a civil case? – North Carolina Short Answer In North Carolina, an Adult Protective Services (APS) court proceeding is usually a fast, targeted case that lets a judge authorize specific protective actions for a “disabled adult,”…

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Guardianship Q&A Series ·

What can I do if I have financial power of attorney but no medical authority and care facilities require medical consent or records? NC

What can I do if I have financial power of attorney but no medical authority and care facilities require medical consent or records? – North Carolina Short Answer In North Carolina, a financial power of attorney usually does not give authority to sign medical consents or demand medical records. If the parent still has capacity,…

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What happens to my trust’s terms and administration rules when I change states? NC

What happens to my trust’s terms and administration rules when I change states? – North Carolina Short Answer In most cases, moving to North Carolina does not automatically change the written terms of an existing trust. However, the day-to-day administration rules (how the trustee gives notices, invests, accounts, and handles trustee changes) can shift depending…

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Probate Q&A Series ·

What can I legally do with estate property left on my land if the executor won’t pick it up? NC

What can I legally do with estate property left on my land if the executor won’t pick it up? – North Carolina Short Answer In North Carolina, estate property generally remains under the executor’s (personal representative’s) responsibility to gather, safeguard, and distribute. A beneficiary who is storing estate items on private land usually should not…

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Probate Q&A Series ·

Can I force the executor to remove the deceased person’s belongings from my property, and who is responsible for the cost and logistics? NC

Can I force the executor to remove the deceased person’s belongings from my property, and who is responsible for the cost and logistics? – North Carolina Short Answer In North Carolina, the executor (personal representative) is generally responsible for collecting, safeguarding, and ultimately distributing the decedent’s personal property, which usually includes arranging to pick up…

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Probate Q&A Series ·

How can I challenge questionable transactions the executor listed on the estate inventory if I’m a beneficiary? NC

How can I challenge questionable transactions the executor listed on the estate inventory if I’m a beneficiary? – North Carolina Short Answer In North Carolina, a beneficiary can raise concerns about questionable transactions shown on an executor’s inventory by requesting supporting documentation, asking the Clerk of Superior Court (Estates) to require a clearer or corrected…

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Probate Q&A Series ·

If someone was mistakenly listed as a beneficiary and later became legally disqualified, what do we need to file to correct the probate record? NC

If someone was mistakenly listed as a beneficiary and later became legally disqualified, what do we need to file to correct the probate record? – North Carolina Short Answer In North Carolina, correcting a probate record usually means filing a written request with the Clerk of Superior Court to amend or supplement the estate file…

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Probate Q&A Series ·

If minor beneficiaries inherit part of a house, who can sign on their behalf and are they responsible for carrying costs? NC

If minor beneficiaries inherit part of a house, who can sign on their behalf and are they responsible for carrying costs? – North Carolina Short Answer In North Carolina, minor beneficiaries generally cannot sign deeds, closing documents, or other binding real-estate paperwork themselves. A court-appointed fiduciary (typically a guardian of the estate, and sometimes a…

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Probate Q&A Series ·

What happens to vehicles still titled in the decedent’s name that were promised to grandchildren—do they have to be sold to pay creditors, and how is fair market value set? NC

What happens to vehicles still titled in the decedent’s name that were promised to grandchildren—do they have to be sold to pay creditors, and how is fair market value set? – North Carolina Short Answer In North Carolina, a vehicle still titled in the decedent’s name is usually an estate asset that the personal representative…

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What happens to the non-signing co-owner’s share if the property is sold through a partition case? NC

What happens to the non-signing co-owner’s share if the property is sold through a partition case? – North Carolina Short Answer In North Carolina, a partition sale does not erase a co-owner’s ownership interest just because that person refused to sign. Instead, the court sale converts each co-owner’s interest in the land into a ratable…

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Probate Q&A Series ·

What evidence proves undue influence, fraud, or lack of capacity when a last-minute will favors one family member? NC

What evidence proves undue influence, fraud, or lack of capacity when a last-minute will favors one family member? – North Carolina Short Answer In North Carolina, evidence in a will contest (a “caveat”) usually comes from the circumstances around the signing: the decedent’s mental and physical condition, who controlled access to the decedent, who arranged…

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Probate Q&A Series ·

Can the court order an injunction or a temporary administrator to secure the home and contents while the will contest is pending? NC

Can the court order an injunction or a temporary administrator to secure the home and contents while the will contest is pending? – North Carolina Short Answer Yes. In North Carolina, once a will contest (a “caveat”) is filed, the Clerk of Superior Court must enter an order that, among other things, requires the personal…

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Attorney Jared Pierce
Attorney Jared Pierce
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