Motion
Client Resources
How to Read and Understand a Will in North Carolina
A plain-English guide to reading and understanding a will in NC. Learn what each section means, common terms, and what to look for as an executor.
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
How to Start the Probate Process: First Steps Guide
The probate process can seem overwhelming, but starting it correctly sets the foundation for smooth estate administration. Whether you're an executor, administrator, or family member, understanding...
- Motion
Client Resources
Managing a Deceased Person's Home During Probate: Insurance, Mortgage, Maintenance, and Utilities
As executor, you're responsible for the estate's real property. Learn how to handle homeowner's insurance, mortgage payments, maintenance, utilities, and security for a home during NC probate.
- Motion
Client Resources
Paying Bills and Managing Finances During Probate
Learn which bills to pay first during NC probate, how to set up an estate bank account, and the statutory priority of claims under NC G.S. 28A-19-6.
- Motion
Client Resources
Notifying Beneficiaries in NC Probate: Requirements & Sample Letters
When managing an estate as an executor in North Carolina, one of your earliest and most important responsibilities is notifying beneficiaries. Yet many executors feel uncertain about this task, they...
- Motion
Client Resources
How to Open an Estate Bank Account in North Carolina
Learn how to open an estate bank account in NC, including required documents, choosing a bank, managing deposits and disbursements, and avoiding common executor mistakes.
- Motion
Client Resources
How to Organize Parents' Financial Accounts: Step-by-Step Guide
Step-by-step guide to organizing parents' financial accounts. Create account inventory, establish beneficiary designations, set up financial power of attorney, and prepare for emergencies.
- Motion
Client Resources
How to Prepare Your Family Before You're Gone
A practical guide to organizing documents, having the conversation, and reducing family conflict so your loved ones are not left scrambling after you pass.
- Motion
Client Resources
Preparing for Probate While a Parent Is in Hospice Care
A sensitive, practical guide for families anticipating a parent's death during hospice. What you can do now to simplify estate settlement later, while honoring your loved one.
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.