North Carolina Probate, Estate Administration, and Trust Administration

Jackie Bedard
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Attorney, Author, and Founder of Carolina Family Estate Planning

Understanding Estate AdministrationLosing a loved one is hard. The days and weeks after a loss are often fraught with grief, questions, and, unfortunately, family complications. It’s a terrible time to try to think through a legal process clearly. And while the North Carolina General Statutes are the guiding law about what happens to an Estate upon the death of a North Carolina resident, they are not exactly casual reading material. The law is made to address the variety of unique situations that may come up. It can be confusing, long-winded, and it might even seem like it’s written in another language.

Whether you have just lost a spouse or a parent, you believe you may be entitled to a part of an Estate, or you’ve just received a letter from the Court, you could probably use some help. It’s often a challenge just to know where to start. Maybe you’re not even sure what questions to ask and whom to ask. How do you know you’re getting good advice and doing it right?

We're Here to Make the Process Easier

The Estate Administration team at Carolina Family Estate Planning is here to make the Probate and Estate Administration process easier. We help our clients by taking on the detailed, challenging work of Estate Administration so that you can focus on your own life and family, with the peace of mind of knowing that you are respecting your loved one’s wishes.

When you call our office, the first person you’ll talk to is a Client Welcome Specialist. The Welcome Specialist will ask you what made you decide to call our office. She may ask some follow-up questions, and then she will work with you to identify the best next step to help you move forward.

If we believe we can help you with legal services, our Welcome Specialist will schedule a free case assessment by phone with our firm. During that call, we will dig a little deeper. We’ll go through a list of detailed questions about your situation. After the assessment, a legal professional will evaluate the specifics of your case. Using this analysis, we will either invite you to our office to discuss an Estate Administration action plan or provide you with alternative guidance about what your next step should be.

We strive to make working with Carolina Family Estate Planning a remarkably enjoyable experience. We will prepare all the paperwork you need to work with the Court, Beneficiaries, and other Trustees or Co-Executors. At the end of every meeting, we will ask to make sure we’ve answered all of your questions. We will reliably follow up on any open issues. And throughout the Administration process, we will provide you with regular updates about your case.

We want you to feel confident that you are in control of the process and that everything is done right, as the law requires. Most importantly, to every extent possible, we want to help you carry out your loved one’s wishes as they would have wanted.

If you’ve been named Executor, Trustee, or have a loved one that died without a Will, and you are facing the challenges of Probate, Estate Administration or Trust Administration, please don’t go it alone. Call Carolina Family Estate Planning at 919‑443-3035 to get started on a free case assessment today.