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Probate Q&A Series ·

If my parent’s will tries to cut out the surviving spouse after a long marriage, what rights does the surviving spouse still have to the estate? nc

If my parent’s will tries to cut out the surviving spouse after a long marriage, what rights does the surviving spouse still have to the estate? – North Carolina Short Answer In North Carolina, a will usually cannot completely cut out a surviving spouse. Even if the will leaves the spouse little or nothing, the…

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Probate Q&A Series ·

If a life insurance policy names one sibling as beneficiary, does that payout have to be shared with the other siblings or go through the estate? nc

If a life insurance policy names one sibling as beneficiary, does that payout have to be shared with the other siblings or go through the estate? – North Carolina Short Answer In North Carolina, life insurance proceeds usually pay directly to the named beneficiary and do not go through the estate or probate. That means…

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Probate Q&A Series ·

If extended relatives won’t sign paperwork giving up their inheritance rights, what can I do to move the estate forward? nc

If extended relatives won’t sign paperwork giving up their inheritance rights, what can I do to move the estate forward? – North Carolina Short Answer In North Carolina, an estate usually can still move forward even if extended relatives refuse to sign “renunciation” or “waiver” paperwork. The Clerk of Superior Court can appoint an administrator…

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Probate Q&A Series ·

What can a beneficiary do if the executor won’t provide a copy of the will or won’t move forward with filing it and notifying creditors? nc

What can a beneficiary do if the executor won’t provide a copy of the will or won’t move forward with filing it and notifying creditors? – North Carolina Short Answer In North Carolina, a beneficiary can usually get traction by going through the Clerk of Superior Court (the estate division) in the county where the…

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How does a buyout work when some co-owners want to keep the property and another co-owner wants to cash out their share? NC

How does a buyout work when some co-owners want to keep the property and another co-owner wants to cash out their share? – North Carolina Short Answer In North Carolina, a “buyout” between co-owners usually happens by agreement (a settlement) where the co-owners who want to keep the home pay the cash-out co-owner for that…

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Probate Q&A Series ·

What can I do if someone went into the house after the death and took titles, valuables, or family heirlooms before probate started? nc

What can I do if someone went into the house after the death and took titles, valuables, or family heirlooms before probate started? – North Carolina Short Answer In North Carolina, the fastest path is usually to get an estate opened (or confirm one is already open) so a personal representative can demand the property…

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Probate Q&A Series ·

How do I put the personal representative on notice that I’m disputing missing property and questionable sales in the estate? nc

How do I put the personal representative on notice that I’m disputing missing property and questionable sales in the estate? – North Carolina Short Answer In North Carolina, the cleanest way to put a personal representative on formal notice is usually to file an estate proceeding with the Clerk of Superior Court handling the estate…

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Do adult children automatically have the right to make medical or financial decisions for a parent, or is a power of attorney required? nc

Do adult children automatically have the right to make medical or financial decisions for a parent, or is a power of attorney required? – North Carolina Short Answer No. In North Carolina, an adult child does not automatically have legal authority to make medical or financial decisions for a parent just because of the family…

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Family Law Q&A Series ·

Can I ask the court to change custody or parenting time because the other parent keeps withholding the child and missing scheduled visits? nc

Can I ask the court to change custody or parenting time because the other parent keeps withholding the child and missing scheduled visits? – North Carolina Short Answer Yes. In North Carolina, a court can change (modify) custody or parenting time if there has been a substantial change in circumstances affecting the child since the…

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