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Probate Q&A Series ·

How can I get more time from the court to settle my [DECEDENT]’s estate account after [RELATIVE] drained the funds? – NC

How can I get more time from the court to settle my [DECEDENT]’s estate account after [RELATIVE] drained the funds? – North Carolina Short Answer In North Carolina, a personal representative who cannot timely file a required estate accounting can ask the Clerk of Superior Court (the probate court) for an extension. The clerk has…

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Will a parent’s hearing or speech difficulties prevent them from signing a new power of attorney if they understand what it means? NC

Will a parent’s hearing or speech difficulties prevent them from signing a new power of attorney if they understand what it means? – North Carolina Short Answer No. In North Carolina, hearing or speech difficulties do not automatically prevent someone from signing a new financial power of attorney. The key issue is capacity: the parent…

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How can I activate a springing power of attorney if I don’t have a medical letter confirming incapacity? NC

How can I activate a springing power of attorney if I don’t have a medical letter confirming incapacity? – North Carolina Short Answer In North Carolina, a springing (delayed) financial power of attorney becomes usable only after the document’s stated “trigger” happens—usually a written finding of incapacity by a physician or other person specifically named…

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Probate Q&A Series ·

How does a prenuptial agreement signed before marriage affect a surviving spouse’s right to a year’s allowance when most assets were acquired during the marriage? NC

How does a prenuptial agreement signed before marriage affect a surviving spouse’s right to a year’s allowance when most assets were acquired during the marriage? – North Carolina Short Answer In North Carolina, a surviving spouse generally still has the right to claim the statutory year’s allowance even if the couple signed a prenuptial agreement,…

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Probate Q&A Series ·

Can a surviving spouse sell vehicles or other property right after death if titles were in the decedent’s name or jointly held? NC

Can a surviving spouse sell vehicles or other property right after death if titles were in the decedent’s name or jointly held? – North Carolina Short Answer In North Carolina, a surviving spouse usually cannot sell property titled only in the decedent’s name “right after death” unless the spouse has legal authority to act for…

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Probate Q&A Series ·

Without formal appointment, can I talk to the lender or foreclosure attorney about the estate property, and what authority do I have? – NC

Without formal appointment, can I talk to the lender or foreclosure attorney about the estate property, and what authority do I have? – North Carolina Short Answer In North Carolina, a person who has not yet been appointed and issued letters as the estate’s personal representative usually has no legal authority to negotiate, bind the…

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Probate Q&A Series ·

When someone dies, do appliances and other household items usually stay with the house sale, or can one heir claim them as separate property? – NC

When someone dies, do appliances and other household items usually stay with the house sale, or can one heir claim them as separate property? – North Carolina Short Answer In North Carolina, most household items (furniture, dishes, décor, and many appliances) are personal property and belong to the estate, not automatically to the house sale.…

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Probate Q&A Series ·

Can I negotiate a filed credit card claim against the estate for less, and what documents show that the estate has limited assets? NC

Can I negotiate a filed credit card claim against the estate for less, and what documents show that the estate has limited assets? – North Carolina Short Answer Yes. In North Carolina, a personal representative (or collector) can often negotiate a filed credit card claim for less, especially when the estate has limited probate assets…

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Probate Q&A Series ·

Do we need a formal appraisal or other valuation before a beneficiary can buy out another beneficiary’s share of an inherited home? NC

Do we need a formal appraisal or other valuation before a beneficiary can buy out another beneficiary’s share of an inherited home? – North Carolina Short Answer No. North Carolina law does not require a formal appraisal in every beneficiary buyout of an inherited home. In practice, some reliable valuation is still important because the…

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Probate Q&A Series ·

Can a bank refuse to email estate account statements and only send them by fax, and what are my options if I need them electronically? NC

Can a bank refuse to email estate account statements and only send them by fax, and what are my options if I need them electronically? – North Carolina Short Answer In North Carolina, a bank will often control the delivery method for estate account statements unless a law, court order, or the account’s own delivery…

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Guardianship Q&A Series ·

Can I seek guardianship or another court order to access my parent’s medical and financial information and protect them from undue influence? – NC

Can I seek guardianship or another court order to access my parent’s medical and financial information and protect them from undue influence? – North Carolina Short Answer Yes. In North Carolina, when family members block access and there are concerns about capacity or undue influence, a common path is to file an incompetency/guardianship case with…

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Guardianship Q&A Series ·

How can I challenge a social services adult guardianship if the information in their petition is wrong or outdated? NC

How can I challenge a social services adult guardianship if the information in their petition is wrong or outdated? – North Carolina Short Answer In North Carolina, an adult guardianship case starts with an incompetency petition filed with the Clerk of Superior Court. If the petition contains wrong or outdated information, the usual way to…

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Probate Q&A Series ·

How long does it usually take for a brokerage to transfer assets to beneficiaries, and are there tax forms I should expect? – NC

How long does it usually take for a brokerage to transfer assets to beneficiaries, and are there tax forms I should expect? – North Carolina Short Answer In North Carolina, the timeline depends on whether the brokerage account passes outside probate (for example, a transfer-on-death (TOD) beneficiary designation) or must be moved into an estate…

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Attorney Jared Pierce
Attorney Jared Pierce
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