You were named Trustee. Nobody told you what comes next.

N.C. Gen. Stat. § 36C-8-818 · 90 days

If the settlor received Medicaid: notice of the death

Where the person who made a trust that was revocable at their death was receiving Medicaid when they died, a trustee who knows of the assistance within 90 days of the death notifies the Division of Health Benefits of the death within those 90 days.

Dated from the date of death you record, with reminders before day 90.

N.C. Gen. Stat. § 36C-6-604 · After the settlor's death

The window to contest the trust

A person may contest the validity of a trust that was revocable at the settlor's death within the earlier of three years after the death, or 120 days after the trustee sends that person a copy of the trust instrument and a written notice, served under Rule 4 of the Rules of Civil Procedure, of the trust's existence, the trustee's name and address, and the time allowed.

Stated beside your file in the statute's words — three years from the death you record; the file computes no contest date.

N.C. Gen. Stat. § 36C-8-813(b)(2) · Ongoing

Keep the beneficiaries informed

The trustee gives each qualified beneficiary who is a distributee or permissible distributee reasonably complete and accurate information about the trust property at reasonable intervals, and answers any qualified beneficiary's reasonable request; a report at least annually and at termination discharges that duty for what it discloses, and a qualified beneficiary may waive.

The ledger any statement draws on, built as you go — the statute sets no periodic report.

1

Upload the trust

AI organizes what the document says with source references for you to check and confirm.

2

See every duty and date

Your North Carolina duties are mapped to a clear timeline — the information duty, the Medicaid death notice, the contest window — with reminders before anything comes due.

3

Take each step, guided

Clear information for every step, a documented record as you go, and everything ready to bring to a licensed North Carolina attorney of your choosing whenever a legal judgment is needed.