PROBATE: Simple Overview of what needs to be done

By no means are we going to imply that the NC Probate Process is simple. There are many dates that need to be adhered to, forms and procedures that can create pitfalls for your family.

Here are the basics:

Step 1: File a petition to begin probate.

Step 2: Give notice to heirs, beneficiaries and creditors

Step 3: Inventory assets.  Bank, stocks, retirement, real estate and valuable personal property

Step 4: Handle all bills and debts including taxes

Step 5: Distribute remaining assets per the will

Step 6: Close the estate

Before moving forward with your NC Probate process, please contact us for a free phone consultation.   Our hope is a smooth transition to fulfilling your loved ones wishes.

Additional posts to follow on the topics of:

  • Probate if single
  • Probate if married    


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