Can a representative for an estate handle these updates, or does the executor have to do it personally? nc

Can a representative for an estate handle these updates, or does the executor have to do it personally? – North Carolina Short Answer In North Carolina, the person with legal authority to act for a deceased person’s estate is the court-appointed personal representative (often called the executor). In many situations, that personal representative can have…

What happens if my accounting includes the same information but is on attachments instead of the official form pages? nc

What happens if my accounting includes the same information but is on attachments instead of the official form pages? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court can reject an accounting as incomplete or unsatisfactory even if the same numbers appear on attachments, and the clerk can require the accounting…

How do we find and collect a deceased person’s retirement accounts or pensions when I’m not sure what exists or whether beneficiaries were named? nc

How do we find and collect a deceased person’s retirement accounts or pensions when I’m not sure what exists or whether beneficiaries were named? – North Carolina Short Answer In North Carolina, the practical way to find and collect a deceased person’s retirement accounts or pensions is to (1) get authority to act for the…

Can I be reimbursed for expenses I paid out of pocket before I’m officially appointed as executor? nc

Can I be reimbursed for expenses I paid out of pocket before I’m officially appointed as executor? – North Carolina Short Answer Often, yes—under North Carolina law, once the Clerk of Superior Court appoints the executor (personal representative), certain actions taken before appointment can be treated as valid if they benefited the estate. Reimbursement is…

If my parent’s will left everything to the surviving spouse and didn’t list specific property, does everything automatically go to the spouse? nc

If my parent’s will left everything to the surviving spouse and didn’t list specific property, does everything automatically go to the spouse? – North Carolina Short Answer Often, yes—if a North Carolina will clearly gives “all” or “the rest and remainder” of the estate to the surviving spouse, the spouse is usually the sole beneficiary…