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Probate Q&A Series

Can estate funds be held temporarily somewhere while a new trustee is being chosen for the beneficiaries who need ongoing trust management? – NC

Can estate funds be held temporarily somewhere while a new trustee is being chosen for the beneficiaries who need ongoing trust management? – NC Short Answer Yes. Under North Carolina law, funds that are supposed to stay in trust generally should not be paid outright to those beneficiaries just because the current trustee is resigning…

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Estate Planning Q&A Series

What can family members review in a deceased relative’s estate file if they are trying to understand how the estate was handled? NC

What can family members review in a deceased relative’s estate file if they are trying to understand how the estate was handled? – NC Short Answer In North Carolina, family members can often review much of a deceased relative’s estate file through the Clerk of Superior Court in the county where the estate was opened.…

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