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Probate Q&A Series ·

If there is no will, how is a surviving spouse supposed to receive the deceased spouse’s money and property? nc

If there is no will, how is a surviving spouse supposed to receive the deceased spouse’s money and property? – North Carolina Short Answer In North Carolina, if a spouse dies without a will, the surviving spouse does not automatically receive everything. The surviving spouse receives an “intestate share” set by statute, and property titled…

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Probate Q&A Series ·

Do I still need to publish a notice to creditors in a small estate, and how long do creditors have to make claims? nc

Do I still need to publish a notice to creditors in a small estate, and how long do creditors have to make claims? – North Carolina Short Answer In North Carolina, a “small estate” process does not automatically eliminate creditor-notice issues. In many estates, publishing (and sometimes also mailing) a notice to creditors is what…

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Probate Q&A Series ·

If a logging or forestry contract was signed before the death but work happened after, do the proceeds go to the estate or directly to the heirs? nc

If a logging or forestry contract was signed before the death but work happened after, do the proceeds go to the estate or directly to the heirs? – North Carolina Short Answer In North Carolina, the answer usually turns on what the contract actually sold and when the right to payment became fixed. If the…

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Guardianship Q&A Series ·

What is a guardianship bond, how is the bond amount determined, and do vehicles and other assets have to be listed for the bond? nc

What is a guardianship bond, how is the bond amount determined, and do vehicles and other assets have to be listed for the bond? – North Carolina Short Answer In North Carolina, a guardianship bond is a financial guarantee required by the Clerk of Superior Court before issuing letters to a general guardian or guardian…

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Guardianship Q&A Series ·

How do I start a guardianship case for an incapacitated spouse, and what does the court process involve? nc

How do I start a guardianship case for an incapacitated spouse, and what does the court process involve? – North Carolina Short Answer In North Carolina, starting a guardianship for an incapacitated spouse usually begins with filing a verified petition asking the Clerk of Superior Court to adjudicate the spouse incompetent, followed by an application…

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Guardianship Q&A Series ·

How can guardianship help me move my child into a safer facility and make medical and living decisions? nc

How can guardianship help me move my child into a safer facility and make medical and living decisions? – North Carolina Short Answer In North Carolina, guardianship can give a court-appointed guardian legal authority to make an incompetent adult’s living and care decisions, including arranging placement in a safer facility and coordinating medical care. The…

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How do I coordinate with the other side about the upcoming partition hearing and what needs to be filed beforehand? nc

How do I coordinate with the other side about the upcoming partition hearing and what needs to be filed beforehand? – North Carolina Short Answer In a North Carolina partition case, coordination usually means confirming what the hearing is about (for example, confirming a commissioners’ report or confirming a sale) and making sure any required…

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Probate Q&A Series ·

How can I confirm that a decedent’s account and an estate account are actually closed and get the final closing statement for each? nc

How can I confirm that a decedent’s account and an estate account are actually closed and get the final closing statement for each? – North Carolina Short Answer In North Carolina, the cleanest way to confirm closure is to get written confirmation from the financial institution that the account is closed, the closing date, and…

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Does a trustee have to provide me a copy of the trust and an accounting of trust assets and expenses? nc

Does a trustee have to provide me a copy of the trust and an accounting of trust assets and expenses? – North Carolina Short Answer Often, yes—at least to certain beneficiaries. In North Carolina, a trustee generally must keep qualified beneficiaries reasonably informed about the trust administration and, when appropriate, provide information that lets them…

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