How can I confirm whether the estate taxes were filed on time and whether anything is still outstanding? NC

How can I confirm whether the estate taxes were filed on time and whether anything is still outstanding? – North Carolina Short Answer In North Carolina, confirmation usually comes from (1) the estate file with the Clerk of Superior Court (for probate filings and any required estate-tax certification) and (2) written proof from the executor…

Can a family member help gather information and communicate with the law firm during the probate process? NC

Can a family member help gather information and communicate with the law firm during the probate process? – North Carolina Short Answer Yes. In North Carolina probate, a family member can often help gather documents, track assets and debts, and relay information to the law firm. However, the law firm typically takes legal instructions from…

What happens if the final accounting isn’t completed in time for a trust company’s committee deadline? NC

What happens if the final accounting isn’t completed in time for a trust company’s committee deadline? – North Carolina Short Answer In North Carolina, a trust company’s internal committee deadline does not control the legal deadline for an executor (personal representative) to finish an estate. If the final accounting and “closing package” are not ready…