Loading...
610 entries · North Carolina practice
Everything we know about administering an estate in this state, written for the people who do it for a living.
Practice Development
How to structure paralegals by specialization, not by case. Staffing models, workflow distribution, quality control, and technology leverage for scaling estate practices to 50+ simultaneous cases.
Technology & Automation
An honest assessment of estate settlement technology in 2026, covering document automation limits, beneficiary communication gaps, accounting software shortcomings, integration failures, and a reality-based strategy for building an effective tech stack.
Technology & Automation
Learn which estate settlement tasks drive ROI through automation, which require human judgment, and how to implement a hybrid approach that reduces costs while protecting your firm.
Tax Strategy
A calendar and checklist of critical estate tax elections including portability, alternate valuation date, IRC §2032A special-use valuation, QTIP, IRC §645 fiscal year, elective share, and QDOT elections, with deadlines, requirements, and coordination guidance.
Estate Administration
The federal estate tax exemption drops from $13.99M to ~$7M in 2026. A professional playbook for attorneys, CPAs, and advisors preparing clients for the TCJA sunset.
Estate Administration
A professional guide to disinheritance law, spousal elective share protections, will contest prevention strategies, and managing contested estates involving estranged families.
Estate Administration
Handle estranged family claims in NC probate: pretermitted child doctrine, intentional exclusion defenses, litigation strategies, and settlement approaches.
Compliance & Liability
A comprehensive guide to executor bond requirements under NCGS 28A-8-1, bond cost calculation, common surety claims, investigation procedures, and subrogation rights in North Carolina estate administration.
Practice Development
A day-by-day operational manual for estate attorneys and executors covering the critical first 30 days of estate settlement, from death certificates and asset securing through probate petition filing and professional team assembly.
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.
