Probate Resources

Expert guidance to help you navigate the probate process with confidence

The “Hidden” Expense: Why Probate Bond Renewals Catch Fiduciaries Off Guard

3D illustration of a miniature house on a probate court bond document with gold coins under a protective umbrella.

Note: While we refer to prepaying as a “savings account” strategy, it is technically a prepaid expense that ensures funds are reserved for future bond costs and remains eligible for pro-rated refunds.

Stepping into the role of an executor, Read more

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Probate Bonds and North Carolina Estate Law Updates: H.B. 388 and H.B. 40 Overview

North Carolina estate law updates overview showing the North Carolina state flag and a courthouse background referencing H.B. 388 and H.B. 40

North Carolina has recently moved forward with a couple of estate-related updates that touch two common stress points after a death: when the original will can’t be located and how certain spousal property issues are handled after death. Read more

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