We at Carolina Family Estate Planning believe it is our duty to educate our fellow North Carolinians on how they can prepare and protect their families for life, even after they are gone.
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Timeline of a North Carolina Probate CaseHere's a timeline of the probate process in North Carolina to help you prepare for the steps involved once you assume responsibility for a loved one’s estate.
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Form AOC-E-307 | Affidavit of Notice To CreditorsIf applicable, the Personal Representative must file an "Affidavit of Notice to Creditors" with the Clerk of Superior Court using Form AOC-E-307. This document states that they either sent or personally gave a notice regarding the estate to the creditors involved.
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Form AOC-E-400 | Oath AffirmationAfter the court has reviewed a petition to reopen an estate, the Personal Representative may be asked to provide this Oath Form (AOC-E-400). This Form is used to affirm that they will carry out their duties faithfully and honestly.
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Form AOC-E-403 | LettersLetters Testamentary, commonly known as "Letters," are official documents (AOC-E-403) issued by the Clerk that grant someone the authority to act as the person in charge of carrying out a Will (Personal Representative).
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Form AOC-E-505 | Inventory For Decedent's EstateThis Form (AOC-E-505) is used to create an inventory of the decedent's estate (assets). Every Personal Representative in charge of carrying out a Will is required to file this Form within three months of being named as the Executor.
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Form AOC-E-506 | AccountThe AOC-E-506 Form is used to officially close an estate after someone has died. The Executor must file this Form by the court's deadline. This Form marks the end of the estate administration and the distribution of assets to those who will inherit them.
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North Carolina Probate: The 90-Day Inventory – Inventory of Decedent’s Estate (AOC-E-505)Every executor in North Carolina must file form AOC-E-505 within three months of being appointed.
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Form AOC-E-521 | Receipt on DistributionForm AOC-E-521 is used to show the partial or final receipt of items distributed in an estate. It is a crucial document in the probate process that helps keep track of the distribution of the decedent's assets.
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North Carolina Estate Planning for Horse OwnersThe best way to care for your horses is with a North Carolina pet trust within a revocable living trust. Get peace of mind knowing your pets will be safe.
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Why Unmarried Couples in North Carolina Need an Estate PlanAt a minimum, unmarried couples still need a will or a trust, healthcare directives, and financial power of attorney as part of their basic estate plan in NC.
