What does the court usually require in a personal representative’s accounting, and how should I prepare the records to meet those requirements? nc

What does the court usually require in a personal representative’s accounting, and how should I prepare the records to meet those requirements? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court usually expects a personal representative’s accounting (annual or final) to read like a clean checkbook: beginning assets on hand, money…

How do I find and properly notify estranged siblings named in the will when I don’t have current addresses? nc

How do I find and properly notify estranged siblings named in the will when I don’t have current addresses? – North Carolina Short Answer In North Carolina probate, the personal representative generally must make a good-faith, documented effort to locate and notify the people named in the will. When current addresses cannot be found after…

Can a plan legally refuse to discuss a deceased person’s account with the estate representative, and what should I do next if they do? nc

Can a plan legally refuse to discuss a deceased person’s account with the estate representative, and what should I do next if they do? – North Carolina Short Answer In North Carolina, a pension plan often can refuse to discuss details with someone who is not clearly authorized to act for the estate or the…