Can the estate require a financial institution to release information if it refuses to provide records without additional documentation? NC

Can the estate require a financial institution to release information if it refuses to provide records without additional documentation? – North Carolina Short Answer Yes—under North Carolina law, the estate’s personal representative can usually obtain a decedent’s account information by presenting certified Letters Testamentary or Letters of Administration, along with other standard documents the institution…

How do I challenge a relative’s request to be reimbursed for repairs and utilities I believe were unnecessary or mishandled? NC

How do I challenge a relative’s request to be reimbursed for repairs and utilities I believe were unnecessary or mishandled? – North Carolina Short Answer In North Carolina, the cleanest way to challenge a relative’s reimbursement request for repairs or utilities tied to an estate is to force the charge to be documented in the…

How do we handle paper U.S. savings bonds in an estate when they list only the deceased as owner and no beneficiaries? NC

How do we handle paper U.S. savings bonds in an estate when they list only the deceased as owner and no beneficiaries? – North Carolina Short Answer In North Carolina, paper U.S. savings bonds titled only in the decedent’s name (no co-owner and no payable-on-death beneficiary) usually become probate estate assets. The executor (personal representative)…

What steps do I take to collect my parent’s bank accounts and personal property once the year’s allowance is approved and the estate is under the small‑estate threshold? NC

What steps do I take to collect my parent’s bank accounts and personal property once the year’s allowance is approved and the estate is under the small‑estate threshold? – North Carolina Short Answer In North Carolina, once the Clerk of Superior Court has entered an order assigning the year’s allowance, the usual next step is…

How do I figure out if this estate qualifies for the small‑estate process when the main assets are a car and the contents of an apartment? NC

How do I figure out if this estate qualifies for the small‑estate process when the main assets are a car and the contents of an apartment? – North Carolina Short Answer In North Carolina, an estate often qualifies for the “small-estate” process (collection by affidavit) when the decedent’s probate assets are only personal property and…

What happens to my sibling’s share of the property if they died before the title was changed—does it pass to me or to their heirs? NC

What happens to my sibling’s share of the property if they died before the title was changed—does it pass to me or to their heirs? – North Carolina Short Answer In North Carolina, a person’s ownership interest usually vests at the earlier owner’s death, even if the deed was never “retitled” afterward. If the property…