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231 entries · Client Resources
Everything we know about administering an estate in this state, written for the people who do it for a living.
Client Resources
How North Carolina's Odyssey eCourts system is transforming probate filing, and what attorneys need to know about electronic filing compliance.
Client Resources
NC law allows surviving spouses to claim an elective share of the estate regardless of the will. Learn the formula, timeline, and how it affects probate.
Client Resources
When and how to distribute estate assets in NC: creditor period, final accounting, beneficiary receipts, partial distributions, missing beneficiaries, and closing the estate.
Client Resources
You just inherited a responsibility you never wanted at the worst possible time.
Client Resources
When and how to file NC Form D-407 for estate income. Covers thresholds, due dates, taxable income, K-1 distributions, NC rates, and working with a CPA.
Client Resources
Everything you need to know about creating a durable financial power of attorney in North Carolina, including requirements, agent duties, limitations, and how it differs from healthcare POA.
Client Resources
When minors inherit in NC probate, a Guardian Ad Litem protects their interests. Learn the appointment process, costs, GAL duties, and alternatives like UTMA custodianship.
Client Resources
North Carolina's homestead exemption can protect a portion of home equity during probate. Learn the current limits, who qualifies, and how to claim it.
Client Resources
North Carolina has no inheritance or estate tax, but federal rules still apply. Learn what NC families actually owe, step-up in basis, and gift tax rules.
About the library
Six hundred and ten entries on North Carolina estate administration - county guides, statutory deep dives, tax strategy, and practice development, in one place.
