Can a will be thrown out if the witnesses and notary didn’t actually see it signed, and what evidence can I use to prove my parent intended to revoke the earlier will? – North Carolina Short Answer Yes. In North Carolina, an attested will can be rejected if the signing and witnessing steps did not…
How do I open an estate bank account and handle the sale proceeds during the creditor claim window? – North Carolina Short Answer In North Carolina, the personal representative (administrator) typically opens an estate checking account right after qualification using the estate’s own taxpayer identification number (not the decedent’s Social Security number) and the Letters…
How do I correct errors on a death certificate, such as wrong marital status and birth date? – North Carolina Short Answer In North Carolina, a death certificate generally cannot be changed after it is filed unless an amendment request is submitted through the State Registrar (NC Vital Records) using the required form and proof.…
How do I inventory assets at the time of death when records are decades old? – North Carolina Short Answer In North Carolina, the estate inventory is a list of probate assets valued as of the decedent’s date of death, even if the paperwork is old or incomplete. If exact values or account details are…
Do I have to disclose a known easement-related foundation defect to buyers? – North Carolina Short Answer In North Carolina, a seller generally must disclose known problems that fall within the items covered by the state’s Residential Property Disclosure Statement, including foundation and other structural components. A damaged retaining wall tied to a sewer easement…
What steps do I need to complete an estate accounting and close the probate? – North Carolina Short Answer In North Carolina, a probate estate usually closes only after the personal representative files the required account(s) with the Clerk of Superior Court, pays valid debts and expenses, and makes the final distributions so the ending…
How can I force the trustee to release more of my trust funds for my medical and living expenses? – North Carolina Short Answer In North Carolina, a beneficiary generally cannot “force” a trustee to make a larger distribution unless the trust terms require it or the trustee is abusing discretion or failing to follow…
What happens if the notary was the partner of the person benefiting from the transfer—does that invalidate the notarization? – North Carolina Short Answer In North Carolina, the fact that a notary is the partner of someone who benefits from a deed or other transfer does not automatically invalidate the notarization. The key issue is…
How do I make a claim for hospital indemnity or accidental death benefits and what proof will insurers require? – North Carolina Short Answer In North Carolina, hospital indemnity and accidental death benefit claims are usually made by contacting the insurer (or the employer/plan administrator if the coverage was through work), requesting the claim packet,…
Are transactions I completed using the incorrect letters still valid, or do I need to redo anything after the letters are fixed? – North Carolina Short Answer Often, routine estate transactions completed while a personal representative had valid authority are still effective even if the Letters later get corrected for a name or similar “scrivener”…
