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North Carolina Estate Planning Questions & Answers
2 Answers | Asked in Estate Planning for North Carolina on
Q: I want to put in place a Power of Attorney that gives my designated agent power only if I become incapacitated.
John Michael Frick
John Michael Frick
answered on Aug 21, 2023

Theoretically possible but unwise.

Your designated agent may have to secure a final adjudication of your incapacity before others will allow them to use your POA. That could be time-consuming, expensive, and defeat the purpose.

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1 Answer | Asked in Estate Planning for North Carolina on
Q: An executor had a check written to them for the estate and he deposited it into the estate. Is the legal?
T. Augustus Claus
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answered on Aug 4, 2023

In North Carolina, an executor is responsible for managing the assets of the estate and ensuring that the estate's debts are paid, and the remaining assets are distributed to the beneficiaries according to the will or state law.

It is generally not appropriate for an executor to write...
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1 Answer | Asked in Estate Planning and Probate for North Carolina on
Q: My husband passed away with a lot of credit card debt and medical debt. Am I responsible to pay off that debt?

I was not on any of the credit accounts, nor did I sign anything for the medical procedures. There is no estate. House was in both our names.

Ben Corcoran
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Ben Corcoran
answered on Jul 26, 2023

I highly advise you to hire an attorney and have them assist you in probating the estate. The credit card debt can likely be wiped out by opening the estate. The medical debt will unfortunately likely follow you since spouses are normally liable for the medical debts incurred by their spouse.

1 Answer | Asked in Estate Planning and Probate for North Carolina on
Q: I had (2) 1/2 siblings that died (mom). Their uncle died (dad) and they were the ONLY next of kin. Am I an heir?

Their uncle was the end of the line for that entire family tree. Our mom and their dad are dead. It's really sad. I was actually contacted by someone executing the estate looking for other relatives. There are probably very distant cousins (like shared a common great-great grandparent), but... View More

Anthony M. Avery
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answered on Apr 25, 2023

Determining Heirship can be extremely difficult. Sometimes it is best to attempt to include any suspected heirs as parties, then sue unknown parties to Quiet Title to certain properties via publication notice. Hire a very competent NC attorney to represent you against whoever is trying to... View More

1 Answer | Asked in Estate Planning, Foreclosure, Real Estate Law and Probate for North Carolina on
Q: Do I have to use the surplus funds check from my deceased dad's house to pay any debts?

He passed away in 2021, the house went into foreclosure last year, and then they auctioned it off, and that was the last I heard about it until I was just contacted about there being surplus funds from the sale.

Lynn Ellen Coleman
Lynn Ellen Coleman
answered on Apr 14, 2023

Excess funds from the sale belong to his estate. The reason why you were notified that the Clerk is holding excess funds is because there was likely a second mortgage, home equity line of credit, judgment lien, or tax lien (often more than one of these) that remains unpaid. You should contact a... View More

1 Answer | Asked in Estate Planning and Probate for North Carolina on
Q: Another question regarding about my brother passing with a will. So his daughter is entitled to everything not us?

He's daughter 16. So we couldn't get nor even his clothes?

Lynn Ellen Coleman
Lynn Ellen Coleman
answered on Feb 1, 2023

Since your brother did not leave a will, his daughter is his only heir. The clothes are of little monetary value, but it is up to the administrator of his estate to decide how to pay any remaining debts of the estate. You should have a quick consultation with a probate lawyer to determine what to... View More

2 Answers | Asked in Bankruptcy, Estate Planning, Child Support and Collections for North Carolina on
Q: A creditor has a summary judgement against me. I had a lawyer look over exemption paperwork. What's next?

I live in NC. House is fully protected by TBE. All assets are 100% fully protected. No wage garnishment in NC and I cash my paper check at a check cashing business. I deal in cash only. I have no bank account. I tried to negotiate with them before they sued and because they didn't work with... View More

Lynn Ellen Coleman
Lynn Ellen Coleman
answered on Nov 13, 2022

If the judgment is accruing post judgment interest, you may wish to consider filing bankruptcy or settling rather than waiting it out. Judgments are good for 10 years and are easily renewed for another 10 years. Your only dangers in waiting them out is that your assets may appreciate and become not... View More

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1 Answer | Asked in Estate Planning for North Carolina on
Q: My daughter passed away and left me inheritance the lawyers are stealing the property selling my property

And living in my daughter's house it took them 5 years to locate me to tell me that I left as beneficiary

Anthony M. Avery
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answered on Nov 4, 2022

You may be the sole Heir, and if so, own any real property She had at death. But taxes and debts have to be paid, or the property is lost. Hire a competent NC attorney to search the Title and determine Heirship immediately.

1 Answer | Asked in Estate Planning for North Carolina on
Q: I'm sole beneficiary to my brothers estate I am a half brother would my aunt have equal rights as sole benefiary in nc
Ben Corcoran
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Ben Corcoran
answered on May 7, 2024

Without seeing the will or lack thereof, I cannot give any legal opinion as to who your brother's heirs may be. Please contact a local attorney for more specific advice.

1 Answer | Asked in Estate Planning, Family Law and Real Estate Law for North Carolina on
Q: My husband wants to remove my name from the deed of our home for his Last Will purposes.

He asked me to meet with his Estate planner regarding the plans for his will. He mentioned on having the deed solely under his name so it wont be hard to divide his estate between me, his kids, grandkids and great grandkids. We've been married for 9 years and we are living in a $600,000k... View More

Anthony M. Avery
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answered on Mar 19, 2024

Hire your own attorney for advice. The titles to all real properties need to be searched. More than likely you will not want convey away your estate in the house.

2 Answers | Asked in Estate Planning and Probate for North Carolina on
Q: My dad died and he has 4 children but he made a will.with only 2 of us in it.will each of us get a equal.share
T. Augustus Claus
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answered on Nov 10, 2023

In your case, since your father had a will, the court will first look at the will to determine how the estate is to be divided. If the will does not specifically state how the estate is to be divided, then the court will use the intestate succession laws to divide the estate.

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1 Answer | Asked in Estate Planning and Probate for North Carolina on
Q: Unmarried couple both with adult children couples from previous marriages. Who gets home if we die simultaneously.

I purchased a home in NC with cash and had it titled JTROS with long term partner. At the time (about 6 years ago), it didn't seem like a QTIP was an option since we were not married. I have 2 adult children and she has one adult child from our prior marriages.

My estate package... View More

Ben Corcoran
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Ben Corcoran
answered on Nov 9, 2023

In the event that you die within 120 hours of your partner. Both of you are deemed to have survived the other and your respective interest in the property would pass to your respective beneficiaries. There are exceptions to this rule but that is the basic premise.

1 Answer | Asked in Social Security and Estate Planning for North Carolina on
Q: This question is for estate lawyers. How long should it take to receive money from a relative who passed with no SSN?

Can a lawyer to find out the social security number of the deceased to make sure it is the correct one on the death certificate. And if so, how long should it take?

James L. Arrasmith
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answered on Sep 21, 2023

Obtaining a Social Security number (SSN) for the deceased and ensuring it matches the information on the death certificate is crucial for various legal and financial matters. The timeline for this process can vary based on factors such as the availability of records and cooperation from relevant... View More

1 Answer | Asked in Estate Planning for North Carolina on
Q: Does a residual estate clause include/cover real property such as a house?

Tangible property is addressed in the will. The will includes a residual estate clause. The house is not specified in the will. Does the residual estate clause cover who the house goes to? There is a beneficiary named for the residual estate.

Anthony M. Avery
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answered on Sep 18, 2023

You will need an attorney to look at the Will and the Deed. But usually a Residuary Clause in a Will includes all the rest and residue of property owned by the Decedent at death. That includes real property.

1 Answer | Asked in Estate Planning for North Carolina on
Q: I've been an administrator of my husband estate for 2 years but now there's a will what do I do

My husband told me he destroyed the will and also revoked their poa which I do have proof of

Ben Corcoran
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Ben Corcoran
answered on Aug 21, 2023

File the will and abide by its provisions.

2 Answers | Asked in Estate Planning for North Carolina on
Q: An executor sold estate furniture and buyer put executor name on check. He deposited into estate account. Legal?

The buyer put the executor name on the check and the executor deposited the check into the estate account. The bank did process the check into estate account. Will this pass the clerk of court.

Nina Whitehurst
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answered on Aug 5, 2023

That is very typical and quite legal.

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1 Answer | Asked in Estate Planning and Probate for North Carolina on
Q: when someone dies what does the estate of mean

who is the representative of the estate. if no one was appointed in a will or POA

Ben Corcoran
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Ben Corcoran
answered on Jul 12, 2023

The POA is void upon death, and the will is what controls who the clerk chooses to appoint. It is ultimately up to the clerk, but they almost always follow the will.

1 Answer | Asked in Estate Planning and Elder Law for North Carolina on
Q: Is the Lady Bird deed still recommended in NC and is title insurance a problem?

Primary interest is nursing home protection

Ben Corcoran
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Ben Corcoran
answered on Jul 12, 2023

It is one of the ways to protect the home from Medicaid claims currently. Without a more detailed consultation, I cannot recommend it over any of the other methods.

1 Answer | Asked in Estate Planning for North Carolina on
Q: My sister bought a house. The debt will outlive her. Is her son responsible for her debts when she dies?
Nina Whitehurst
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answered on Jul 10, 2023

Your nephew will not be personally liable for the mortgage when your sister passes. However, if the lender stops receiving payments, the lender will have the right to foreclose.

1 Answer | Asked in Estate Planning and Real Estate Law for North Carolina on
Q: My stepfather didn't put the house in a trust. Do I inherit the house even if the stepsister never lived here?

I'm in North Carolina, and the state only recognizes biological and adopted children unless otherwise noted on a will or trust. My stepfather's daughter lives out of state and has never lived here. The only time she ever visited was to ask for money. I find it worrisome that the... View More

Ben Corcoran
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Ben Corcoran
answered on Jul 5, 2023

Take all the documents to a local lawyer and get their opinion. This question cannot be answered without a full understanding of all the facts and a review of the documents.

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