What documents does an estate administrator need to authorize account closures and final disbursements at a brokerage? NC

Probate Q&A Series

What documents does an estate administrator need to authorize account closures and final disbursements at a brokerage? – North Carolina Short Answer In North Carolina, a brokerage will usually require (1) certified Letters of Administration (or Letters Testamentary) showing the administrator’s authority, (2) a certified death certificate, and (3) written instructions signed by the administrator…

How can I get legal authority to access and remove my parent’s belongings from a locked apartment when the only will is old and names a former spouse and a power of attorney? NC

Probate Q&A Series

How can I get legal authority to access and remove my parent’s belongings from a locked apartment when the only will is old and names a former spouse and a power of attorney? – North Carolina Short Answer In North Carolina, a power of attorney does not give anyone authority after death, and an old…

Is it acceptable for co-owners to sign disbursement authorization separately if they cannot meet together? NC

Probate Q&A Series

Is it acceptable for co-owners to sign disbursement authorization separately if they cannot meet together? – North Carolina Short Answer Often, yes. In North Carolina probate-related real estate closings, a disbursement authorization can usually be signed in separate counterparts (each person signs their own copy) as long as the closing attorney and the parties agree…