Do I need to file an inventory or interim accounting and adjust my executor bond based on the estate’s value? – North Carolina Short Answer In North Carolina, a personal representative (executor) generally must file a 90-day inventory with the Clerk of Superior Court within three months after qualification, and then file accounts (annual and…
What steps should I take to verify and dispute a credit card claim that’s mostly fees and interest? – North Carolina Short Answer In North Carolina probate, the personal representative should treat a credit card claim like any other estate claim: confirm it was properly presented, demand a clear itemization and proof of the debt,…
How can I order a death certificate if I don’t know the exact date of death or date of birth? – North Carolina Short Answer In North Carolina, a certified death certificate is usually ordered from the Register of Deeds in the county where the death occurred, but the request process often allows a search…
What steps can I take to demand advance distributions from the trust when facing a terminal illness? – North Carolina Short Answer In North Carolina, the first steps usually involve (1) getting and reviewing the trust document, (2) making a detailed written demand to the trustee for distributions allowed by the trust’s standards (often “health,…
What happens if a title search shows problems with the deed or ownership before I list the property for sale? – North Carolina Short Answer In North Carolina, a title search that shows deed or ownership problems usually means the property is not ready to list or close until the “title defect” is fixed. Common…
Will taking funds from the estate to pay bills expose me to personal liability or require repayment? – North Carolina Short Answer In North Carolina, an executor can use estate funds to pay proper estate expenses and valid creditor claims, and doing so usually does not create personal liability. Personal liability or repayment risk comes…
How do I open an estate when I don’t know what bank accounts or debts the person had? – North Carolina Short Answer In North Carolina, an estate can still be opened even when the surviving spouse does not yet know the decedent’s bank accounts or debts. The usual first step is to qualify a…
How do I notify the IRS and the Social Security Administration after my parent has passed away? – North Carolina Short Answer In most North Carolina cases, the Social Security Administration (SSA) is notified through the funeral home when the death certificate is filed, but the family should still confirm SSA stopped monthly benefits and…
What happens when the primary PR is disqualified and who is next in line? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court cannot issue letters to a personal representative (PR) who is legally disqualified, including a person with a felony conviction whose citizenship rights have not been restored. When the…
Do we need to keep the estate open while a separate wrongful death claim is pending, and who should handle communications and any settlement distribution? – North Carolina Short Answer Usually, the estate does not need to stay open just because a wrongful death claim is pending in North Carolina, because wrongful death proceeds are…
