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Probate Q&A Series ·

Do life insurance, retirement accounts, or annuities that name me as beneficiary have to be included in the probate inventory or accounting? NC

Do life insurance, retirement accounts, or annuities that name me as beneficiary have to be included in the probate inventory or accounting? – North Carolina Short Answer Usually, no. In North Carolina, life insurance, retirement accounts, and annuities that name an individual beneficiary typically pass outside the probate estate and are not listed on the…

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Real Estate Q&A Series ·

What happens if my parent signed a deed years ago that accidentally gave the property to another relative, even if my parent meant it to go to the children? – NC

What happens if my parent signed a deed years ago that accidentally gave the property to another relative, even if my parent meant it to go to the children? – North Carolina Short Answer In North Carolina, a properly signed and recorded deed usually controls ownership, even if the parent later said they meant something…

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Real Estate Q&A Series ·

If a life estate is already in place, can the house be sold without the remainder beneficiary agreeing, and what happens if they refuse? NC

If a life estate is already in place, can the house be sold without the remainder beneficiary agreeing, and what happens if they refuse? – North Carolina Short Answer Usually not. In North Carolina, a buyer typically needs a deed signed by both the life tenant and the remainder beneficiary to receive full ownership, so…

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If a relative has been selling pieces of family land for years, can the other heirs recover their share before the remaining land is sold? NC

If a relative has been selling pieces of family land for years, can the other heirs recover their share before the remaining land is sold? – North Carolina Short Answer Sometimes. In North Carolina, other heirs or co-owners may be able to pursue a claim to recover their share if a relative sold family land…

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If there is a will or an old estate file for the original owners that we have never seen, how does that affect who actually owns the property in a partition case? NC

If there is a will or an old estate file for the original owners that we have never seen, how does that affect who actually owns the property in a partition case? – North Carolina Short Answer In North Carolina, a partition case assumes the parties are co-owners, but an older will or estate file…

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Probate Q&A Series ·

If a house is deeded in both spouses’ names, does it automatically become the surviving spouse’s property or does it still go through probate? NC

If a house is deeded in both spouses’ names, does it automatically become the surviving spouse’s property or does it still go through probate? – North Carolina Short Answer In North Carolina, a house titled in both spouses’ names often passes to the surviving spouse automatically if the deed created a survivorship form of ownership—most…

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Probate Q&A Series ·

What happens if the inheritance money is already spent—are there ways to recover it anyway? – NC

What happens if the inheritance money is already spent—are there ways to recover it anyway? – North Carolina Short Answer Possibly. In North Carolina, even if inherited money is gone, recovery can still be possible depending on where the money came from (estate, trust, or custodial account), who controlled it (guardian, personal representative, custodian), and…

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How can I collect an unpaid care-home balance when the resident’s family member never signed my new contract and I may not have a current address for them? NC

How can I collect an unpaid care-home balance when the resident’s family member never signed my new contract and I may not have a current address for them? – North Carolina Short Answer In North Carolina, collecting an unpaid care-home balance usually depends on identifying the legally responsible payer. If the family member did not…

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Probate Q&A Series ·

What can I do if someone who previously handled the trust’s finances won’t respond or won’t transfer the money they’re supposed to turn over? NC

What can I do if someone who previously handled the trust’s finances won’t respond or won’t transfer the money they’re supposed to turn over? – North Carolina Short Answer In North Carolina, a trustee can often force cooperation by making a written demand for trust records and property, then filing a trust proceeding with the…

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Real Estate Q&A Series ·

How do easement laws work for a shared driveway? – NC

How do easement laws work for a shared driveway? – North Carolina Short Answer In North Carolina, a shared driveway usually works through a written easement that is granted by the landowner and recorded with the county Register of Deeds. The easement defines who can use the driveway, for what purposes, and who must maintain…

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Probate Q&A Series ·

Can I remove a neighbor or caretaker who is asserting improper control over estate property? NC

Can I remove a neighbor or caretaker who is asserting improper control over estate property? – North Carolina Short Answer Yes—under North Carolina law, the person appointed as the estate’s personal representative (administrator) can ask the Clerk of Superior Court for orders that secure estate property and, in the right procedure, remove an occupant who…

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Attorney Jared Pierce
Attorney Jared Pierce
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