Motion
Client Resources
How to Claim Life Insurance After a Death in NC
Complete guide to finding and claiming life insurance policies after a death in North Carolina, including beneficiary rules, probate implications, and tax treatment.
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.
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- Motion
Client Resources
401(k), IRA, and Pension After Death in NC
Guide to handling retirement accounts after a death in North Carolina, including beneficiary rules, required distributions, tax implications, and NC state pensions.
- Motion
Client Resources
Healthcare Power of Attorney in North Carolina: Complete Guide
Guide to NC healthcare power of attorney. Learn who to designate as healthcare agent, agent responsibilities, NCGS 32A-16 requirements, and how healthcare POA works with advance directives.
- Motion
Client Resources
Hospice Social Workers and End-of-Life Estate Coordination in NC
How hospice social workers can guide families through estate preparation during end-of-life care, bridging clinical support and post-death administration in North Carolina.
- Motion
Client Resources
How Many Death Certificates Do I Need? And How to Get Them in NC
When someone passes away, you're suddenly faced with dozens of administrative tasks. One of the first questions, and one many people get wrong, is: "How many death certificates do I actually need?"
- Motion
Client Resources
How to Close an Estate in NC: Final Steps and Accounting
The final steps to close a probate estate in North Carolina. Final accounting, distribution, tax clearance, and filing the closing documents.
- Motion
Client Resources
How to Create an Estate Inventory in NC (90-Day Deadline)
NC executors must file an estate inventory within 90 days. Step-by-step guide to identifying, valuing, and listing all estate assets for court filing.
- Motion
Client Resources
How to Get an EIN for a Deceased Person's Estate: Step-by-Step NC Guide
An Employer Identification Number is required to open an estate bank account and file estate taxes. Here's exactly how to get one from the IRS for a North Carolina estate.
- Motion
Client Resources
How to Publish a Creditor Notice in NC: Requirements and Process
NC law requires executors to notify creditors through published notice. Learn the requirements, approved newspapers, timeline, and how to handle claims.
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.