Mooresville Estate Administration Attorneys

Assisting Executors, Administrators, and Fiduciaries in North Carolina

When you’ve been selected as the executor of a will, or as a fiduciary for an estate or trust, this responsibility may weigh heavily on your shoulders. Whether you’ve just begun the probate process, or you are facing complex legal challenges to your actions in these roles, we’re here to help.

With more than 30 years of experience in both the fields of estate planning and estate administration, you can rest assured that our experienced Mooresville lawyers at Homesley & Wingo can make that burden feel lighter, and help you judiciously manage even the most complex estate. Our team is committed to providing high-quality legal services with exceptional client care, and we can provide you with our vast legal resources and knowledge when you need them most.

We can assist with some of the following estate administration tasks and requirements:

Probating a will
Representing the estate in court
Locating, managing, and evaluating all financial and real estate assets
Submitting an inventory of the estate’s assets to the court
Managing requests and challenges from creditors
Handling legal challenges to your actions as an executor, administrator, or fiduciary
Ensuring equitable distribution of assets to the right parties

Do you need help with a North Carolina estate? Contact us at (704) 457-1073 to discuss your needs with a member of our dedicated legal team.

Navigating the Probate Process

From the moment an individual passes away, the decedent’s estate will need to be offered in probate by the designated executor, or manager of the will – and depending on whether the person died intestate, or without a will, the administrator. While you ultimately have the right to refuse either position, at the very least, you will need to begin the process by examining any will and trust documents and offering them for probate.

Probate is the legal process by which the court validates wills, identifies property, and disburses assets. It can also assign out conservatorships or guardianships, as included in a formal will. This process can be overwhelming at times, and probate may span many years before reaching a clear resolution, so it’s best to speak with a qualified attorney before beginning this process.

Understanding Your Fiduciary Responsibilities

As the fiduciary for an estate or a trust, you have what is known as a “fiduciary duty” to act in the best interests of your charge, and in accordance with the law. However, interpreting the law in these complex areas can be difficult at times, and you may need assistance from legal representation to fight off challenges to your actions as a trustee.

Our skilled attorneys can advise you on the following:

Understanding your duties as a trustee and their limitations
Avoiding prospective lawsuits
Obtaining adequate errors & omissions insurance
Fighting challenges and lawsuits claiming that you breached your fiduciary duty

Dedicated Representation for Complex Estate Administration Issues

At Homesley & Wingo, Cliff Homesley and our entire experienced paralegal staff are available to assist those who must serve in the role of executor, administrator or fiduciary for an estate or trust. Our firm has a reputation for strong representation in any matter involving estate and trust disputes, and we can help you better understand the nature of your legal obligations.