Le texte intégral de ce guide est en anglais ; le résumé ci-dessus est dans votre langue. Les résumés des lois et l'anglais restent la source de référence.
Obtenez un point de départ sur mesure en quelques minutes.
Commencer la vérification gratuite du rôle- 1
Confirmez votre rôle
Lisez l'acte de fiducie pour confirmer que vous êtes bel et bien le fiduciaire en fonction, les pouvoirs dont vous disposez et ce que la fiducie prescrit. Notez toute modification ou refonte.
- 2
Mettez les documents en sûreté
Repérez la fiducie originale et toute modification, et rassemblez les documents connexes (actes de propriété, relevés de compte et — le cas échéant — un certificat de décès).
- 3
Identifiez et protégez les actifs
Dressez l'inventaire de ce que la fiducie possède et prenez des mesures raisonnables pour le protéger. Ne mélangez pas les actifs de la fiducie avec les vôtres.
- 4
Identifiez les bénéficiaires
Déterminez qui sont les bénéficiaires qualifiés. Vous aurez envers eux des obligations d'information et, en général, de reddition de comptes.
- 5
Occupez-vous des avis requis
La loi de Caroline du Nord ne prévoit aucun avis au départ ni aucun dépôt d'un avis de fiducie. Elle vous demande de donner aux bénéficiaires qui reçoivent ou peuvent recevoir des distributions des informations sur les biens de la fiducie à intervalles raisonnables et de répondre à la demande d'un bénéficiaire qualifié (N.C. Gen. Stat. § 36C-8-813(a)) ; lorsque le constituant recevait Medicaid à son décès et que la fiducie était révocable, le fiduciaire qui apprend cette aide dans les 90 jours avise la Division of Health Benefits dans les 90 jours suivant le décès (N.C. Gen. Stat. § 36C-8-818). Notez la date du décès et le jour où vous acceptez.
- 6
Ne précipitez pas les distributions
Comprenez les termes de la fiducie et vos obligations avant de payer qui que ce soit. Les distributions prématurées ou erronées sont une source fréquente de responsabilité pour le fiduciaire.
La réponse courte · 7 min de lecture
Named trustee in North Carolina? Decide whether to accept (N.C. Gen. Stat. § 36C-7-701), then secure the trust property (N.C. Gen. Stat. § 36C-8-809), keep records and a separate account (N.C. Gen. Stat. § 36C-8-810), check whether the Medicaid death notice's 90 days apply (N.C. Gen. Stat. § 36C-8-818), and inform the beneficiaries at reasonable intervals.
Dernière vérification par rapport aux North Carolina Statutes et mise à jour : 2026-11-01.
1. Decide whether to accept
Accepting is by the instrument's method or by conduct — accepting the property, exercising powers, performing duties (N.C. Gen. Stat. § 36C-7-701(a)). A written request to accept starts 120 days, after which a designee who has not accepted is considered to have rejected the office (N.C. Gen. Stat. § 36C-7-701(b)). Record the date and the way you accepted.
2. Secure the property
Take reasonable steps to take control of and protect the trust property (N.C. Gen. Stat. § 36C-8-809) — the house, the accounts, the mail — and compel a former trustee or anyone else holding trust property to deliver it (N.C. Gen. Stat. § 36C-8-812).
3. Records and a separate account
Keep adequate records and keep the trust property separate from your own, titled so the trust's interest appears in the institution's records (N.C. Gen. Stat. § 36C-8-810). A certification of trust shows your authority to a bank without handing over the instrument (N.C. Gen. Stat. § 36C-10-1013).
4. The Medicaid death notice, where it applies
Where the settlor was receiving medical assistance at death and the trust was revocable then, a trustee who knows of the assistance within 90 days of the death notifies the Division of Health Benefits within 90 days of the death (N.C. Gen. Stat. § 36C-8-818). The file shows the date; whether the conditions hold is for the facts.
5. Inform the beneficiaries
North Carolina sets no opening notice. Give reasonably complete and accurate information about the trust property at reasonable intervals to the qualified beneficiaries who are distributees or permissible distributees, and answer any qualified beneficiary's reasonable request (N.C. Gen. Stat. § 36C-8-813(a)).
6. Review the assets
Within a reasonable time, review the assets and decide what to keep or sell (N.C. Gen. Stat. § 36C-9-904), investing as a prudent investor and diversifying unless special circumstances make the purposes better served without it (N.C. Gen. Stat. §§ 36C-9-902, 36C-9-903).
7. Creditors, the estate and the contest window
The trust answers for the settlor's debts where the probate estate falls short (N.C. Gen. Stat. § 36C-5-505(a)(3)); creditors are barred through an estate's notice to creditors (N.C. Gen. Stat. § 28A-19-3), or through the trustee's own limited administration where no estate is open (N.C. Gen. Stat. § 28A-29-1). A contest may come within three years after the death, or 120 days after a Rule 4 notice (N.C. Gen. Stat. § 36C-6-604(a)).
8. What to pause on
Distributions, paying yourself, selling to a relative and paying a creditor each carry rules worth reading first — the contest hold (N.C. Gen. Stat. § 36C-6-604(b)), the compensation payment line (N.C. Gen. Stat. § 32-56) and the duty of loyalty (N.C. Gen. Stat. § 36C-8-802). A licensed North Carolina attorney of your choosing can advise on any of them.
Étape par étape
- 1
Decide whether to accept
Accept by the instrument's method or by conduct, or decline; a written request to accept starts 120 days (N.C. Gen. Stat. § 36C-7-701).
- 2
Secure the property
Take reasonable steps to take control of and protect the trust property (N.C. Gen. Stat. § 36C-8-809).
- 3
Open the records
Keep adequate records and keep the trust property separate from your own (N.C. Gen. Stat. § 36C-8-810).
- 4
Check the Medicaid death notice
Where the settlor was receiving medical assistance at death and the trust was revocable then, notice to the Division of Health Benefits within 90 days of the death (N.C. Gen. Stat. § 36C-8-818).
- 5
Inform the beneficiaries
Information at reasonable intervals to the distributee qualified beneficiaries, and answers to requests (N.C. Gen. Stat. § 36C-8-813(a)).
- 6
Review the assets
Within a reasonable time, decide what to keep or sell (N.C. Gen. Stat. § 36C-9-904).
Questions fréquentes
What is the first thing a North Carolina named trustee should do?
Decide whether to accept — by the instrument's method or by conduct (N.C. Gen. Stat. § 36C-7-701(a)) — and, on accepting, take reasonable steps to take control of and protect the trust property (N.C. Gen. Stat. § 36C-8-809).
Is there a deadline for a North Carolina trustee to notify beneficiaries?
No opening notice is set; the trustee informs the distributee qualified beneficiaries at reasonable intervals and answers requests (N.C. Gen. Stat. § 36C-8-813(a)). The one dated notice is the Medicaid death notice where its conditions hold (N.C. Gen. Stat. § 36C-8-818).
Can a North Carolina named trustee decline?
Yes. A designee who has not accepted may reject the trusteeship, and one who does not accept within 120 days after a written request to accept is considered to have rejected it (N.C. Gen. Stat. § 36C-7-701(b)).
Information générale sur le droit de la Caroline du Nord, pas un avis juridique, et l'utilisation de cette page ne crée aucune relation avocat-client.