Probate Q&A Series

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Probate Q&A Series

Does posting a foreclosure notice on the property count as proper notice if the estate representative and heirs don’t live there? – NC

Does posting a foreclosure notice on the property count as proper notice if the estate representative and heirs don’t live there? – NC Short Answer Usually not by itself. In North Carolina, a lender or substitute trustee generally must serve the foreclosure hearing notice on each party entitled to notice using a method allowed for…

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Probate Q&A Series

What information does an insurance company need to locate an existing claim for a deceased policyholder? – NC

What information does an insurance company need to locate an existing claim for a deceased policyholder? – NC Short Answer In North Carolina, an insurance company usually needs enough identifying information to match the deceased policyholder to its records and confirm that the caller has authority to receive claim information. That commonly includes the deceased…

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Probate Q&A Series

Can the probate process be handled remotely if the personal representative or heirs cannot travel? – NC

Can the probate process be handled remotely if the personal representative or heirs cannot travel? – NC Short Answer Yes, much of a North Carolina probate matter can often be handled remotely, including many filings, document reviews, and coordination with the Clerk of Superior Court through local counsel. In an ancillary probate involving North Carolina…

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Probate Q&A Series

What records and receipts should I gather to prove estate expenses and distributions before I file the final paperwork to close the estate? NC

What records and receipts should I gather to prove estate expenses and distributions before I file the final paperwork to close the estate? – NC Short Answer In North Carolina, the personal representative should gather records that prove every dollar that came into the estate, every approved expense paid out, and every distribution made to…

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