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Probate Q&A Series ·

What information does the court require to process a request for a substitute personal representative? – NC

What information does the court require to process a request for a substitute personal representative? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court generally needs a sworn filing that identifies the estate, explains why the current personal representative cannot continue (such as incapacity), and shows who should be appointed next…

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Guardianship Q&A Series ·

How do I get a limited guardianship for my adult child who can work and do daily tasks but can’t safely manage medical decisions and ongoing finances? – NC

How do I get a limited guardianship for my adult child who can work and do daily tasks but can’t safely manage medical decisions and ongoing finances? – North Carolina Short Answer In North Carolina, a limited guardianship usually starts with an incompetency case filed with the Clerk of Superior Court in the county where…

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Guardianship Q&A Series ·

What is the difference between a medical power of attorney and guardianship, and when is guardianship required? NC

What is the difference between a medical power of attorney and guardianship, and when is guardianship required? – North Carolina Short Answer In North Carolina, a medical power of attorney (often called a health care power of attorney) is a document a person signs while they still have decision-making capacity to appoint an “agent” to…

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Probate Q&A Series ·

What happens if the estate is insolvent—do unsecured credit card debts still have to be paid, and in what order? – NC

What happens if the estate is insolvent—do unsecured credit card debts still have to be paid, and in what order? – North Carolina Short Answer In North Carolina, an insolvent estate does not pay unsecured credit card debt “first,” and it often does not pay it in full. The personal representative must pay higher-priority items…

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Probate Q&A Series ·

What documents should I include to support a medical billing claim to an estate, such as proof of services, a death certificate, or account statements? NC

What documents should I include to support a medical billing claim to an estate, such as proof of services, a death certificate, or account statements? – North Carolina Short Answer In North Carolina, a medical provider (or an estate representative paying a medical bill as a creditor claim) should keep enough documentation to show (1)…

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Probate Q&A Series ·

How do I obtain full transaction histories and closing statements for all accounts held by the decedent, including unusual accounts like a subscriber equity interest? NC

How do I obtain full transaction histories and closing statements for all accounts held by the decedent, including unusual accounts like a subscriber equity interest? – North Carolina Short Answer In North Carolina, a personal representative usually obtains full transaction histories and closing statements by sending a written records request to each financial institution or…

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