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Probate Q&A Series ·

Do beneficiaries have any right to stop or delay a sale if the executor is rushing to accept an offer or won’t communicate with the family? nc

Do beneficiaries have any right to stop or delay a sale if the executor is rushing to accept an offer or won’t communicate with the family? – North Carolina Short Answer In North Carolina, beneficiaries usually do not have to “sign off” on an executor’s sale of estate property, and an executor can often move…

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Probate Q&A Series ·

What happens to sale proceeds from corporate property when there is a dispute over who owns a minority interest—can the company distribute the money to someone else? nc

What happens to sale proceeds from corporate property when there is a dispute over who owns a minority interest—can the company distribute the money to someone else? – North Carolina Short Answer In North Carolina, when a closely held corporation knows there is a real dispute about who owns a minority interest, distributing sale proceeds…

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Guardianship Q&A Series ·

How do I stop a stranger or new acquaintance from becoming the representative payee or controlling my adult child’s disability benefits? NC

How do I stop a stranger or new acquaintance from becoming the representative payee or controlling my adult child’s disability benefits? – North Carolina Short Answer In North Carolina, the most practical way to reduce the risk of a stranger controlling an adult child’s disability benefits is to (1) move quickly to establish a court-supervised…

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Guardianship Q&A Series ·

Will a memory care facility accept my out-of-state guardianship paperwork, or do I need the new state’s court order first? NC

Will a memory care facility accept my out-of-state guardianship paperwork, or do I need the new state’s court order first? – North Carolina Short Answer In North Carolina, a memory care facility will often review out-of-state guardianship documents, but many facilities will not treat them as fully usable authority until the guardianship is recognized in…

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Guardianship Q&A Series ·

How do I start the guardianship process if my relative keeps leaving treatment facilities? NC

How do I start the guardianship process if my relative keeps leaving treatment facilities? – North Carolina Short Answer In North Carolina, starting an adult guardianship usually begins by filing a verified petition with the Clerk of Superior Court to have the relative legally adjudicated incompetent. If the situation is urgent because the relative keeps…

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Probate Q&A Series ·

What can I do if a bank only provides partial statements for a deceased account holder’s accounts? nc

What can I do if a bank only provides partial statements for a deceased account holder’s accounts? – North Carolina Short Answer In North Carolina, the personal representative (executor/administrator) generally has authority to collect the decedent’s financial records needed to administer the estate. If a bank sends only partial statements, the usual next steps are…

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Probate Q&A Series ·

Can the estate distribute retirement-plan funds before the final income tax and estate tax issues are resolved? nc

Can the estate distribute retirement-plan funds before the final income tax and estate tax issues are resolved? – North Carolina Short Answer Sometimes, but it depends on who legally owns the retirement-plan funds and whether the personal representative can safely hold back enough money to cover taxes and other estate costs. In North Carolina, a…

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Real Estate Q&A Series ·

Should I buy the building through a separate property-holding company, and should my other business entities guarantee the loan? nc

Should I buy the building through a separate property-holding company, and should my other business entities guarantee the loan? – North Carolina Short Answer Often, a North Carolina commercial purchase is structured with a separate property-holding entity (commonly an LLC) as the borrower and owner, because it can help isolate real estate risks from operating-business…

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Can co-owners get credit or reimbursement for repairs and upkeep we paid for before the property is divided or bought out? nc

Recent Legal Update Updated: April 2026 North Carolina’s cotenant reimbursement statute, N.C. Gen. Stat. § 41-86, was amended in 2024. The statute now more clearly states when a cotenant may obtain contribution for necessary repairs, improvements, taxes, and interest on an existing encumbrance, including limits that apply during periods of exclusive possession. The article’s core…

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Probate Q&A Series ·

If the deceased had no will and had children, how is any wrongful-death settlement or estate money divided between the surviving spouse and the children? nc

If the deceased had no will and had children, how is any wrongful-death settlement or estate money divided between the surviving spouse and the children? – North Carolina Short Answer In North Carolina, a wrongful-death settlement is paid to the estate’s personal representative, but the remaining proceeds are distributed to the heirs under North Carolina’s…

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