Probate Attorneys

Probate is a legal procedure that takes place after a person passes away, involving the settlement of their estate, distribution of various assets, and resolution of debts and claims. While probate can be a complex and emotionally charged process, having the guidance of experienced estate lawyers can make a significant difference.

At Johannesmeyer & Sawyer, PLLC, we understand the challenges that arise during probate and are committed to providing robust legal representation and support to families through this essential phase of estate administration.

How Does Probate Work in North Carolina?

Initiation of Probate

The probate process in North Carolina begins with the filing of the decedent’s last will and testament, if one exists, with the appropriate court. If the decedent passed away without a will (intestate), the court will appoint an administrator to oversee the estate settlement.

Executor and Administrator Responsibilities

The executor (appointed in the will) or the administrator (appointed by the court) assumes the responsibility of administering the estate. This includes identifying and gathering the assets of the decedent, settling the outstanding taxes and debts, and distributing the remainder of assets among beneficiaries or heirs.

Probate Court Oversight

The probate court in North Carolina provides oversight to ensure that the estate is settled according to the decedent’s wishes (if there is a will) and in compliance with state laws. The court reviews the inventory of assets, approves creditor claims, and validates the distribution of the assets.

Probate vs. Non-Probate Assets

Not all assets in North Carolina are subject to probate. Non-probate assets, such as assets that are held in living trusts, assets that have designated beneficiaries (examples: retirement accounts, life insurance policies), and jointly owned assets with survivorship rights, pass directly to beneficiaries or co-owners without going through probate.

Duration of Probate

The length of the probate process in North Carolina can vary based on the complexity of the estate and any potential disputes or creditor claims. In some cases, probate can be completed in several months, while more complex estates may take a year or longer.

How Our Estate Planning Lawyers Can Help You in the Probate Process?

Navigating probate can be overwhelming, particularly for families grieving the loss of a loved one. At Johannesmeyer & Sawyer, PLLC, our attorneys can play a vital role in providing guidance and assistance during the probate process:

Probate Administration

Our probate attorneys will assist executors and administrators in carrying out their fiduciary duties, ensuring that the estate’s assets are accounted for, debts are paid, and the assets distribution complies with the law.

Legal Documentation

We prepare and file the necessary legal documentation required for the probate process, including petitions, inventory of assets, and notices to creditors and beneficiaries.

Estate Tax Matters

If the estate is subject to estate taxes, our probate attorneys will provide you with professional guidance on tax compliance and planning strategies to minimize the tax burden.

Dispute Resolution

In cases where disputes arise during probate, such as challenges to the validity of the will or disagreements among beneficiaries, our experienced probate lawyers will advocate for your interests and work towards amicable resolutions or represent you strongly in probate litigation.

Probate Avoidance Strategies

Our lawyers will help you implement probate avoidance strategies during the estate planning process, such as setting up living trusts or joint ownership arrangements, to streamline the asset transfer process after death.

Frequently Asked Questions (FAQs) on Probate in North Carolina

Can I challenge a will during the probate process in North Carolina?

Yes, it’s possible to challenge a will during the probate process. Common grounds for challenging a will include lack of testamentary capacity, undue influence, fraud, or improper execution. A will contest can be a complex and emotionally charged legal matter, and if you are seeking to challenge or defend a will, you should consult with an experienced attorney to discuss your case.

Can creditors make claims against an estate during probate in North Carolina?

Yes, creditors can make claims against an estate during probate in North Carolina. Executors or administrators are required to notify creditors of the decedent’s passing, and creditors have a limited time to file claims for recovery against the estate. Our estate planning attorneys can assist in handling creditor claims and ensuring that valid debts are paid appropriately.

Are holographic wills valid in North Carolina?

Yes, holographic wills, which are handwritten wills entirely in the testator’s handwriting and not witnessed, can be valid in North Carolina. However, they must meet specific requirements, and their validity can be subject to court scrutiny. To ensure the enforceability of a holographic will, it is best to get legal representation from us and have the will properly executed and witnessed.

Can a surviving spouse claim an elective share in North Carolina?

Yes, North Carolina recognizes an elective share for surviving spouses. An elective share allows a surviving spouse to claim a part of the deceased spouse’s estate, even if the will disinherits the surviving spouse or provides a smaller inheritance than the elective share. The size of the elective share depends on the length of the marriage and varies under state law.

How long does the probate process typically take in North Carolina?

The probate process in North Carolina can last for varying lengths of time depending on the complexity of the estate and whether there are possible disputes involved. In straightforward cases, probate may be completed in several months. More complex estates or situations with contested issues may extend the probate process to a year or longer.

Can I use a self-proving affidavit to streamline the probate process in North Carolina?

Yes, a self-proving affidavit can be used in North Carolina to streamline the probate process. By signing a self-proving affidavit at the time of executing the will and having it witnessed by two disinterested witnesses and a notary public, the need for witnesses to appear in court to validate the will is eliminated.

Is probate required for all estates in North Carolina?

No, probate is not required for all estates in North Carolina. If the deceased individual held only non-probate assets, such as those passing directly to beneficiaries through joint ownership or beneficiary designations, probate may not be necessary. Our attorneys can help you determine whether probate is required based on the specific assets and circumstances of the estate.

Get Our Dedicated North Carolina Probate Lawyers on Your Side

At Johannesmeyer & Sawyer, PLLC, we understand the emotional and legal complexities of probate. Our lawyers approach each case with compassion and sensitivity, striving to make the probate process as smooth as possible. Call our legal team today at 803-396-3800 to set up a free and confidential consultation to discuss your probate matter.