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Probate Q&A Series ·

Do we have to go through probate to handle a grandparent’s estate, or are there ways to avoid it? nc

Do we have to go through probate to handle a grandparent’s estate, or are there ways to avoid it? – North Carolina Short Answer Not always. In North Carolina, some assets transfer automatically at death (like certain jointly owned property and beneficiary-designated accounts), and some small or limited estates can be handled with simplified clerk-of-court…

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Probate Q&A Series ·

If there’s mostly personal items and retirement accounts, what does the probate process usually involve? nc

If there’s mostly personal items and retirement accounts, what does the probate process usually involve? – North Carolina Short Answer In North Carolina, probate usually focuses on the property that was in the decedent’s name alone and did not have a built-in transfer method. If most assets are personal items and retirement accounts with named…

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Probate Q&A Series ·

What happens if the life insurance company lists the estate as beneficiary even though the policyholder died before the person whose estate is named? nc

What happens if the life insurance company lists the estate as beneficiary even though the policyholder died before the person whose estate is named? – North Carolina Short Answer In North Carolina, if a life insurance policy names “the Estate of [DECEDENT]” as beneficiary, the insurer will usually treat the payout as an asset of…

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Can I file one partition case that addresses two separate tracts owned by the same group of heirs, or do they have to be handled separately? – NC

Can I file one partition case that addresses two separate tracts owned by the same group of heirs, or do they have to be handled separately? – North Carolina Short Answer In North Carolina, it is often possible to address more than one tract in a single partition special proceeding when the same co-owners hold…

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Probate Q&A Series ·

Can I object to the executor or administrator’s claimed expenses, and what proof do I need to support my objection? nc

Can I object to the executor or administrator’s claimed expenses, and what proof do I need to support my objection? – North Carolina Short Answer Yes. In North Carolina, an heir or other “interested person” can raise objections when a personal representative (executor or administrator) seeks credit for estate expenses in an annual account or…

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Probate Q&A Series ·

If the will names multiple co-personal representatives, do all of us have to serve, and what happens if only one of us wants to handle it? nc

If the will names multiple co-personal representatives, do all of us have to serve, and what happens if only one of us wants to handle it? – North Carolina Short Answer Not necessarily. In North Carolina, when a will names more than one co-personal representative (co-executor), each named person can usually choose whether to qualify…

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Probate Q&A Series ·

Can a minor child keep some of the deceased parent’s property from creditors, and how does that work? nc

Can a minor child keep some of the deceased parent’s property from creditors, and how does that work? – North Carolina Short Answer Yes—often a minor child can keep a limited amount of the deceased parent’s personal property away from the deceased parent’s creditors in North Carolina by claiming a child’s year’s allowance. The allowance…

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Probate Q&A Series ·

If my deceased relative’s sibling is alive, does that mean the sibling inherits everything instead of counsins? nc

If my deceased relative’s sibling is alive, does that mean the sibling inherits everything instead of counsins? – North Carolina Short Answer Usually, yes—under North Carolina intestate succession, if a person dies without a will and has no surviving spouse, children, or parents, a living sibling is in the next “priority class” and can inherit…

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Attorney Jared Pierce
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