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Guardianship Q&A Series ·

If my spouse is declared incompetent, how does the court decide who becomes the guardian when other relatives are trying to take over? nc

If my spouse is declared incompetent, how does the court decide who becomes the guardian when other relatives are trying to take over? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court appoints a guardian based on the ward’s best interest, even when family members disagree. The clerk considers any valid…

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Probate Q&A Series ·

How can I prove whether a deceased person’s bank account was joint or individual if the bank can’t produce the signature card? NC

How can I prove whether a deceased person’s bank account was joint or individual if the bank can’t produce the signature card? – North Carolina Short Answer In North Carolina, the cleanest proof of a joint account with survivorship is the written account agreement (often the signature card) signed by all account owners. If the…

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Probate Q&A Series ·

What does the probate process usually look like for a small estate when some key documents are coming from another country? nc

What does the probate process usually look like for a small estate when some key documents are coming from another country? – North Carolina Short Answer In North Carolina, a “small estate” often can be handled through an abbreviated clerk-of-court process instead of a full probate administration, but the Clerk of Superior Court still must…

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Probate Q&A Series ·

How do I get missing bank statements for a decedent’s account and an estate account so I can complete the estate’s records and taxes? nc

How do I get missing bank statements for a decedent’s account and an estate account so I can complete the estate’s records and taxes? – North Carolina Short Answer In North Carolina, the person with legal authority to act for the estate (the personal representative) can usually obtain missing bank statements and year-end tax reporting…

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How can we sell a jointly owned inherited house without going to court if the other co-owner will agree to a settlement? nc

How can we sell a jointly owned inherited house without going to court if the other co-owner will agree to a settlement? – North Carolina Short Answer In North Carolina, co-owners can usually sell an inherited house without court if everyone who holds title signs (1) a written settlement agreement that covers the sale terms…

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Guardianship Q&A Series ·

How does someone contest an existing guardianship, and what kind of evidence would they need to remove the current guardian? nc

How does someone contest an existing guardianship, and what kind of evidence would they need to remove the current guardian? – North Carolina Short Answer In North Carolina, an existing guardianship is usually challenged by filing a “motion in the cause” in the same guardianship file with the Clerk of Superior Court. To remove the…

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Guardianship Q&A Series ·

Can the family ask a court to appoint a guardian or conservator to replace the current caregiver managing everything? nc

Can the family ask a court to appoint a guardian or conservator to replace the current caregiver managing everything? – North Carolina Short Answer Yes. In North Carolina, family members (and other interested people) can ask the Clerk of Superior Court to appoint a court-supervised guardian for an adult who is legally found to be…

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Can the commissioner turn the sale proceeds over to the court instead of holding the funds, and what are the pros and cons? nc

Can the commissioner turn the sale proceeds over to the court instead of holding the funds, and what are the pros and cons? – North Carolina Short Answer Yes—depending on the court’s order and the circumstances, a commissioner in a North Carolina partition sale can ask the Clerk of Superior Court to have sale proceeds…

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Probate Q&A Series ·

What happens if the home was co-owned with another parent who is also deceased—who inherits the property and how is it transferred? nc

What happens if the home was co-owned with another parent who is also deceased—who inherits the property and how is it transferred? – North Carolina Short Answer In North Carolina, who inherits a co-owned home after both co-owners have died depends first on how the deed was titled (for example, “tenants by the entirety,” “joint…

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