Blog - Cary Estate Planning

Probate

What Is the Statute of Limitations on Estate Claims in North Carolina?

North Carolina imposes strict time limits on estate claims. Understanding the statute of limitations on estate claims is critical for creditors, beneficiaries, and executors alike. Miss the window, and the claim…

Probate

How Do You Transfer a Brokerage Account After Death?

Your loved one had investments — stocks, bonds, mutual funds, maybe an IRA or brokerage account. Now that they've passed, you need to figure out how to access those assets.…

Probate

What Happens If a Will Is Invalid in North Carolina?

When a will is declared invalid in North Carolina, the consequences are significant. The decedent's property passes as if no will existed at all — under the state's intestate succession laws.…

Probate

Can the Estate Pay for a Funeral Before Probate?

Funeral expenses are a legitimate estate obligation — and North Carolina law treats them as a top-priority claim. But the timing and method of payment matter more than most families realize,…

Probate

What is Partial Intestacy in North Carolina?

Your loved one had a will. They took the time to plan, signed the documents, and put their wishes on paper. But after their death, you discover the will doesn't…