News and Articles

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 do I document conflicts and communicate safely if the other parent hints at taking me to court? – NC

How do I document conflicts and communicate safely if the other parent hints at taking me to court? – North Carolina Short Answer Under North Carolina family law, careful documentation and calm, business-like communication are critical when a co-parent talks about going back to court. Parents should keep clear, date-stamped records of exchanges, follow the…

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What evidence should I gather to prove the deceased was still married and lived at a different address? – NC

What evidence should I gather to prove the deceased was still married and lived at a different address? – North Carolina Short Answer Under North Carolina probate practice, incorrect marital status or address on a death certificate can usually be overcome by gathering independent proof of the true facts. Useful evidence often includes the marriage…

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Can I require that certain real property be given away instead of sold for profit, and what legal structure would make that restriction hold up? – NC

Can I require that certain real property be given away instead of sold for profit, and what legal structure would make that restriction hold up? – North Carolina Short Answer Under North Carolina law, a property owner can use a will or trust to place some conditions on how inherited real estate is used or…

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What happens after my attorney reviews the appraisal with me—do we negotiate, list the property, or take other steps? – NC

What happens after my attorney reviews the appraisal with me—do we negotiate, list the property, or take other steps? – North Carolina Short Answer After a North Carolina real estate attorney reviews an appraisal with a client, the usual next steps are to (1) compare the appraised value to goals and other pricing information, (2)…

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What is the difference between an irrevocable trust and deeding the house to a child while keeping a small interest, and which offers better protection? – NC

What is the difference between an irrevocable trust and deeding the house to a child while keeping a small interest, and which offers better protection? – North Carolina Short Answer Under North Carolina law, both an irrevocable trust and deeding a house to a child while keeping a small interest (often as a life estate…

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Can we use a separation agreement to sell the house with little or no equity, and how do I make sure the sale actually happens if the other person stalls? – NC

Can we use a separation agreement to sell the house with little or no equity, and how do I make sure the sale actually happens if the other person stalls? – North Carolina Short Answer In North Carolina, a properly drafted, signed, and notarized separation agreement can absolutely require both spouses to list and sell…

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Can the estate hold back funds for an accountant to prepare estate tax returns while still closing the estate account for the court’s final accounting? – NC

Can the estate hold back funds for an accountant to prepare estate tax returns while still closing the estate account for the court’s final accounting? – North Carolina Short Answer Under North Carolina law, a personal representative may reserve estate funds for taxes and professional fees, but the estate generally cannot be closed with a…

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What documents and steps are required to be appointed administrator and to record the deed into my name? – NC

What documents and steps are required to be appointed administrator and to record the deed into my name? – North Carolina Short Answer In North Carolina, appointment as an administrator generally requires filing an application for letters of administration, a death certificate, a preliminary inventory, and any required bond with the clerk of superior court…

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