Probate Q&A Series

Understanding What You Can Do If You Don’t Trust an Executor

When someone you care about passes away and their will names an executor you can’t trust, you may feel stuck. In North Carolina, state law gives beneficiaries and interested parties tools to ensure the personal representative (executor) handles the estate fairly. You do not have to sit back and hope for the best.

Here is how North Carolina law protects you and what steps you can take:

1. Request an Inventory and Accounting

Every personal representative must file an inventory of the estate’s assets and annual accountings. Under N.C.G.S. § 28A-13-1, you can demand these records. Reviewing these documents can reveal mismanagement or conflicts of interest.

2. Petition for Removal of the Executor

If you see wrongdoing, North Carolina law lets you ask the clerk of superior court to remove the personal representative. Grounds include misconduct, waste of assets, failure to account or incapacity. You bring these claims under N.C.G.S. § 28A-14-3. The court holds a hearing and can appoint a successor or co-personal representative.

3. Seek Court Intervention for Specific Issues

If the executor refuses to act, you can ask the court to compel performance. For example, you may:

  • File a motion to force distribution of assets.
  • Move to surcharge the executor for losses caused by mismanagement.
  • Ask the court to approve or reject contested transactions.

Court intervention helps protect estate property and your inheritance.

4. Explore Alternatives Like Mediation

Mediation can resolve trust issues without a full hearing. A neutral mediator meets with you and the executor to negotiate solutions. This method often costs less and moves faster than court.

Key Steps to Address Executor Distrust

  • Gather documentation: Collect bank statements, inventories and correspondence.
  • Review the will and North Carolina statutes: Understand your rights under Chapter 28A of the North Carolina General Statutes.
  • Consult a knowledgeable probate attorney: Get advice tailored to your situation.
  • File a petition for accounting or removal: Use the proper forms at your county clerk’s office.
  • Attend hearings: Present evidence in court to support your petition.
  • Consider mediation: You may resolve disputes faster and preserve family relationships.

Conclusion and Next Steps

Distrust of an executor can feel overwhelming. North Carolina law empowers you to demand transparency, file for removal or seek court enforcement. Acting quickly protects the estate and your interests. If you need guidance, reach out to Pierce Law Group. Our probate attorneys have years of experience helping families navigate executor disputes.

Contact us today at intake@piercelaw.com or call (919) 341-7055 to schedule a consultation.