Who is responsible for getting the trust’s tax ID number, and whose name should be listed as trustee on the paperwork? – North Carolina Short Answer In North Carolina, the trustee who is actually serving (including a corporate trustee) is typically responsible for obtaining the trust’s federal tax ID number (EIN) and using it for…
Do I need to open an estate even if my spouse had no assets, just to move forward with a wrongful death claim? – North Carolina Short Answer Usually, yes. In North Carolina, a wrongful death claim is generally pursued by the decedent’s court-appointed personal representative (an administrator if there is no will), not by…
How do I get a death certificate corrected if the information on it is wrong? – North Carolina Short Answer In North Carolina, a death certificate generally cannot be changed after it is filed unless a proper amendment request is submitted and supported with proof. Most corrections are handled through the North Carolina Vital Records…
Do all of my spouse’s children have to be listed or notified if I open an estate only for a wrongful death case? – North Carolina Short Answer In North Carolina, even if an estate is opened only to appoint an administrator to pursue a wrongful death claim, the decedent’s children generally still need to…
How do I get a promissory note and related deed of trust assigned from the estate to me as an early distribution so I can manage payments intended for a minor beneficiary? – North Carolina Short Answer In North Carolina, a promissory note and related deed of trust are typically handled by the personal representative…
When an estate is reopened to collect unclaimed property, do we still have to make distributions to heirs if there are reimbursable estate expenses? – North Carolina Short Answer Yes—under North Carolina probate practice, a reopened estate generally still follows the normal order of administration: valid estate expenses get paid or reimbursed first, and heirs…
How do I get letters of administration so I can move forward with a Camp Lejeune claim for my late spouse? – North Carolina Short Answer In North Carolina, “letters of administration” are issued by the Clerk of Superior Court to appoint an administrator (personal representative) for an estate when someone dies without a will.…
What documents does an estate administrator need to provide to get information about a deceased member’s insurance account? – North Carolina Short Answer In North Carolina, an insurer will usually share a deceased member’s account details with the estate’s administrator (personal representative) after receiving proof of death and proof of authority to act for the…
What happens if the will’s description of a piece of real property doesn’t match the legal description on the deed, and can that cause the gift to fail? – North Carolina Short Answer In North Carolina, a mismatch between a will’s description of real estate and the deed’s legal description does not automatically make the…
Do we have to add the other co-administrator to the estate bank account, or can they receive a spouse’s allowance without being on the account? – North Carolina Short Answer No. In North Carolina, a surviving spouse can receive the spouse’s allowance (often called the “year’s allowance”) based on an order from the Clerk of…
