Probate Q&A Series

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Probate Q&A Series

Can my sibling personal representative voluntarily step down so someone else can complete the estate administration? NC

Can my sibling personal representative voluntarily step down so someone else can complete the estate administration? – NC Short Answer Yes. In North Carolina, a personal representative can ask to step down, but the change is not automatic. The Clerk of Superior Court who is handling the estate usually must accept the resignation or otherwise…

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Probate Q&A Series

If a lawsuit about missing assets started in another state before the death, can it continue there after the person dies, and how does the estate get substituted into the case? – NC

If a lawsuit about missing assets started in another state before the death, can it continue there after the person dies, and how does the estate get substituted into the case? – NC Short Answer Usually, yes. If the claim survives the person’s death, the out-of-state court can often keep the case and allow the…

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Probate Q&A Series

What are the steps I need to follow to properly administer a trust after a parent dies if most assets are already in the trust or transfer-on-death? NC

What are the steps I need to follow to properly administer a trust after a parent dies if most assets are already in the trust or transfer-on-death? – NC Short Answer In North Carolina, administration usually does not stop just because most assets were already titled in a revocable trust or pass by transfer-on-death designation.…

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Probate Q&A Series

Do I need to notify government benefit programs or other entities after a death even if there is no formal probate case? – NC

Do I need to notify government benefit programs or other entities after a death even if there is no formal probate case? – NC Short Answer Yes. In North Carolina, a death can trigger notice duties and practical closeout steps even when no formal probate estate is opened. Social Security, pension administrators, banks, insurers, Medicaid…

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Probate Q&A Series

Can the law firm email a letter confirming my authority as an estate administrator, and will a bank accept that? – NC

Can the law firm email a letter confirming my authority as an estate administrator, and will a bank accept that? – NC Short Answer Usually no. In North Carolina, the document that proves an estate administrator’s authority is the court-issued Letters of Administration or another certified court record from the Clerk of Superior Court, not…

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Probate Q&A Series

After the life insurance money is deposited, what paperwork is usually required to show it was paid out and close the estate again? NC

After the life insurance money is deposited, what paperwork is usually required to show it was paid out and close the estate again? – NC Short Answer In North Carolina, when a closed estate is reopened to receive a later-discovered asset like a life insurance check payable to the estate, the personal representative usually must…

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