Introduction to Estate Administration - May 13 - 14, 2026 | UNC School of Government

The University of North Carolina at Chapel Hill

School of Government

This is a collection of materials presented at the May 13 - 14, 2026 course Introduction to Estate Administration. For more information, contact Catherine Wilson or Brooke Cale.

The School of Government is dedicated to supporting all North Carolinians by providing digitally accessible content and materials. If you require any of the below materials to be made into a digitally accessible format for you to review, please reach out to the faculty instructor or program manager associated with the program.

Resources

Session 1 - Setting the Table: The Wide World of Estate Administration, 2026

July, 2026

01_Intro - The Wide World of Estate Admin.pdf (pdf, 1.98 MB)

Session 2 - Who Gets What? Understanding Intestate Succession and How to Read a Will, 2026

July, 2026

02_Intestate Succession & How to Read a Will.pdf (pdf, 1.25 MB)

G.S. Chapter 29.pdf (pdf, 237.62 KB)

Blog 1-Legitimation versus Paternity_ What’s the Difference_ - On the Civil Side.pdf (pdf, 231.41 KB)

Blog 2-Intestate Succession Rights and Children Born Out of Wedlock - On the Civil Side.pdf (pdf, 225.84 KB)

Ex 1 simple Will Mr Liles.pdf (pdf, 220.37 KB)

Ex 2 Ms Wells.pdf (pdf, 437.00 KB)

Ex 3 moderate Will - Mrs Shealy.pdf (pdf, 1.01 MB)

Ex 4 Ms Millard.pdf (pdf, 2.09 MB)

Session 3 - Probating a Will, 2026

July, 2026

03_Probating a Will.pdf (pdf, 2.73 MB)

Session 4 - Who's in Charge? Qualification of the PR, Priority, and Bonding, 2026

July, 2026

04_WhoIsInCharge_PR_Priority_Bonding.pdf (pdf, 723.99 KB)

Session 5 - Creditor Claims, 2026

July, 2026

05_Creditor Claims.pdf (pdf, 812.39 KB)

Session 6 - Reporting to the Court: Inventories and Accounts, 2026

July, 2026

06_2026 Reporting to the Court_ Inventories and Accounts.pdf (pdf, 1.03 MB)

e201_0 (Application for Probate & Letters Test...).pdf (pdf, 320.92 KB)

e201-instr (Instructions for Application for Probate).pdf (pdf, 239.54 KB)

e202_0 (Application for Letters of Administration...).pdf (pdf, 312.54 KB)

e202-instr (Instructions for Application for Letters of Admin.).pdf (pdf, 238.41 KB)

e505 (Inventory for Decedent's Estate).pdf (pdf, 301.44 KB)

e506-nocalc_0 (Account).pdf (pdf, 448.15 KB)

e514_0 (Election of Fiscal Year).pdf (pdf, 187.89 KB)

e207-en (Inheritance and Estate Tax Certification).pdf (pdf, 237.54 KB)

e212-en (Estate Tax Certification for Decedents...).pdf (pdf, 220.70 KB)

Session 7 - Compelling the Inventory and Accounts, 2026

July, 2026

Compelling Inventories and Accounts PPT slides (pdf).pdf (pdf, 1.17 MB)

Session 8 - Attorney's Fees & PR's Commissions, 2026

July, 2026

Attorney's Fees & Commissions PPT slides (pdf).pdf (pdf, 1.24 MB)

Memo - Attorney fees after Taylor.pdf (pdf, 125.59 KB)

Receipts Table.pdf (pdf, 83.27 KB)

Disbursements Table.pdf (pdf, 73.49 KB)

Session 9 - Final Distribution & Settlement of the Estate, 2026

July, 2026

Distribution and Settlement PPT slides (pdf).pdf (pdf, 1.49 MB)

2026 Distribution to Minors.pdf (pdf, 207.60 KB)

FSA Settlement Chart.pdf (pdf, 123.49 KB)