Motion
Client Resources
How to Value Estate Assets for the Inventory
Guide to valuing estate assets for the NC probate inventory, including fair market value, real estate appraisals, vehicle valuations, and the 90-day deadline.
231 entries · Client Resources
The settlement library.
Everything we know about administering an estate in this state, written for the people who do it for a living.
All entries
- Motion
Client Resources
AOC-E-201 Walkthrough: Completing Application for Probate and Letters Testamentary
Step-by-step guide to completing North Carolina's AOC-E-201 form (Application for Probate of Will and for Issuance of Letters Testamentary), with examples and common mistakes.
- Motion
Client Resources
AOC-E-204 Inventory Guide: Filing Estate Inventory Within 90 Days in NC
Step-by-step walkthrough of NC's AOC-E-204 estate inventory form, including what to list, how to value assets, common mistakes, and how to file within the 90-day deadline.
- Motion
Client Resources
AOC-E-506 Final Account Walkthrough: Closing an Estate in NC
Complete guide to filing the AOC-E-506 Final Account form in North Carolina, including what to report, common errors, and how to officially close an estate.
- Motion
Client Resources
Charitable Giving Through Estates in North Carolina: A Guide for Generous Donors
Learn how to make tax-efficient charitable gifts through your estate using bequests, trusts, and donor-advised funds. Maximize impact while reducing taxes.
- Motion
Client Resources
NC Court Clerks and Probate Technology: Modernizing Workflow and Pro Se Support
How NC probate court administrators are supporting pro se filers with technology and improving filing accuracy through better compliance tools.
- Motion
Client Resources
NC Estate Inventory: What to Include & How to File (90-Day Deadline)
North Carolina executors face a critical and often overlooked responsibility: filing an estate inventory within 90 days of the date of death. This court requirement isn't optional, and missing the...
- Motion
Client Resources
Estate Taxes in NC: What Executors Need to Know About Taxes
One of the biggest fears executors face is navigating estate taxes. The good news? North Carolina has some of the most executor-friendly tax laws in the country. But there's still important work to...
- Motion
Client Resources
Executor Compensation in NC: How Much Can You Get Paid?
Many executors managing estates in North Carolina don't realize they're entitled to compensation for their work, or if they do, they feel uncomfortable accepting it. Managing an estate is genuinely...
About the library
Deep on one state,
not thin on fifty.
Six hundred and ten entries on North Carolina estate administration - county guides, statutory deep dives, tax strategy, and practice development, in one place.