Probate Q&A Series

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Probate Q&A Series

May 26, 2026

How can I request tax forms for all of a deceased person’s accounts when I only know about a workplace retirement plan? NC

Probate Q&A Series

May 26, 2026

How do I get retirement-plan tax forms for a deceased person when the financial institution won’t confirm anything over the phone? - NC

Probate Q&A Series

May 26, 2026

What records should I gather as the estate administrator when my sibling died without a will and left very little financial information? NC

Probate Q&A Series

May 26, 2026

What is an estate accounting, and what does an executor have to include in it? NC

Probate Q&A Series

May 26, 2026

What records should I keep while paying ongoing house expenses during estate administration? NC

Probate Q&A Series

May 26, 2026

What can I do if the mortgage company won’t provide the exact reinstatement amount before the foreclosure sale date? NC

Probate Q&A Series

May 26, 2026

What documents does the firm need from me to discuss or coordinate on the estate administration? NC

Probate Q&A Series

May 26, 2026

How do I show the probate court that my sibling did not have enough income to require a tax return before passing away? NC

Probate Q&A Series

May 26, 2026

What documents should I provide to help confirm the probate status and next steps? NC

Probate Q&A Series

May 26, 2026

How can an incarcerated heir legally sign documents to transfer their share of an estate to another family member? NC

Probate Q&A Series

May 26, 2026

What should I do if I’m being told there’s a short deadline to return estate paperwork and I’m not sure what it means? NC

Probate Q&A Series

May 26, 2026

Do I need my own probate lawyer if another heir already has a lawyer handling paperwork for the estate? NC

Probate Q&A Series

May 26, 2026

What is the status of the probate case for the deceased person’s estate? NC

Probate Q&A Series

May 26, 2026

What happens at a compliance hearing for an estate accounting, and can it be canceled once the corrected paperwork is filed? NC

Probate Q&A Series

May 26, 2026

If a relative was very elderly and had memory problems, can that be used to contest changes made to bank accounts near the end of life? NC

Probate Q&A Series

May 26, 2026

How do I get my deceased sibling’s income history and financial records when I do not have their paperwork? NC

Probate Q&A Series

May 26, 2026

How do I find out what stage my parent's probate case is in? NC

Probate Q&A Series

May 26, 2026

Do I need a bond to serve as personal representative in an ancillary probate when there is a will? - NC

Probate Q&A Series

May 26, 2026

Do I still have to do creditor notice and wait for the creditor claim period if the only potential asset is a lawsuit settlement? NC

Probate Q&A Series

May 26, 2026

What can I do if the other co-administrator has control of estate property and won’t share information about assets like jewelry or a vehicle? NC

Probate Q&A Series

May 26, 2026

What happens if a retirement plan shows no distributions and no tax forms were issued during the years the estate needs? - NC

Probate Q&A Series

May 26, 2026

What happens if an estate is closed and a creditor comes forward later? NC

Probate Q&A Series

May 26, 2026

What happens if an estate cannot be closed because real property is still being marketed for sale? NC

Probate Q&A Series

May 26, 2026

Does being the person handling a deceased parent’s estate affect my ability to reinstate the mortgage or stop the foreclosure? NC