What documents will the bank require to close a deceased person’s accounts and move the money into an estate account?

What documents will the bank require to close a deceased person’s accounts and move the money into an estate account? – North Carolina Short Answer In North Carolina, a bank usually requires (1) a certified death certificate and (2) proof of the personal representative’s authority, typically certified Letters Testamentary (executor) or Letters of Administration (administrator),…

What documents or DNA evidence do I need to establish paternity for inheritance, and who covers the cost?

What documents or DNA evidence do I need to establish paternity for inheritance, and who covers the cost? – North Carolina Short Answer In North Carolina, paternity for inheritance is usually proven with a prior court order establishing paternity, a written acknowledgment of paternity that was properly signed and filed during the father’s lifetime, or…

How do I use updated court paperwork to access a deceased person’s bank account funds?

How do I use updated court paperwork to access a deceased person’s bank account funds? – North Carolina Short Answer In North Carolina, a bank usually releases a deceased person’s account funds only after the court appoints a personal representative and the Clerk of Superior Court issues certified Letters (Letters Testamentary or Letters of Administration).…

Do I need to re‑execute the year’s allowance forms, or will a statement confirming my signature be enough? NC

Do I need to re‑execute the year’s allowance forms, or will a statement confirming my signature be enough? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court can require a corrected or re-signed year’s allowance application if the Clerk is not satisfied that the signature on the form is the applicant’s…

How do I get credit card statements and account records from a financial institution when I’m the trustee but they keep asking for a court authorization letter? NC

How do I get credit card statements and account records from a financial institution when I’m the trustee but they keep asking for a court authorization letter? – North Carolina Short Answer In North Carolina, a trustee usually gets trust-related account records by giving the financial institution written proof of authority, such as a certification…