How do I prove a payment was issued but never deposited into my bank account, and who is responsible for fixing it? – North Carolina Short Answer In North Carolina, proving a payment was “issued” but never reached an account usually requires written proof from the sender (payment date, amount, method, and a trace/reference number)…
Can you handle my probate case in my county if I live far from your office? – North Carolina Short Answer Often, yes. In North Carolina, most probate work is handled through the Clerk of Superior Court in the county where the estate is being administered, and much of the attorney work can be done…
How do we access or handle the deceased person’s bank account and life insurance, especially if the spouse may not be able to manage finances? – North Carolina Short Answer In North Carolina, a deceased person’s bank account usually cannot be accessed just because a family member has the paperwork. Access typically depends on how…
Can I handle an estate in another state without traveling back and forth, and what extra requirements apply if I live out of state? – North Carolina Short Answer Often, yes. A North Carolina estate can usually be handled with limited travel if the executor works through the Clerk of Superior Court (Estates) and uses…
Can the personal representative request retirement account tax documents directly? – North Carolina Short Answer Yes. In North Carolina, a duly appointed personal representative generally has authority to gather the decedent’s financial information needed to administer the estate, which commonly includes year-end tax reporting forms (such as Forms 1099) issued by a retirement plan administrator.…
How do I get a vehicle title properly transferred when I bought the car from an estate but the title wasn’t signed? – North Carolina Short Answer In North Carolina, a vehicle title transfer from an estate usually must be signed by the person with legal authority for the estate (typically the court-appointed personal representative)…
How do I handle my spouse’s estate when I live in a different state than where the probate is happening? – North Carolina Short Answer In North Carolina, probate and estate administration are handled through the Clerk of Superior Court in the county with proper venue, and many steps can be managed from out of…
How do I amend an estate inventory if the values I filed weren’t the exact date-of-death amounts? – North Carolina Short Answer In North Carolina, when a personal representative later learns that an estate inventory’s description or value is wrong or misleading, the usual fix is to file a supplemental (amended) inventory with the Clerk…
If a will leaves everything to a spouse and the spouse dies after the person who made the will, do the children inherit anything or does it go to the spouse’s heirs? – North Carolina Short Answer In North Carolina, if the spouse-beneficiary survived the person who made the will by at least 120 hours…
Should I sign paperwork giving up my rights if the deceased spouse’s family is pressuring me to do it to avoid going to court? – North Carolina Short Answer Usually, no. In North Carolina, paperwork that “gives up rights” after a spouse dies can waive important protections (like a spouse’s elective share or year’s allowance)…
