Probate Q&A Series

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Probate Q&A Series ·

What documents does an estate usually need when requesting additional insurance benefits after a policyholder dies? NC

What documents does an estate usually need when requesting additional insurance benefits after a policyholder dies? – NC Short Answer In North Carolina, an estate usually needs a certified death certificate, proof that a personal representative has authority to act for the estate, the insurance company’s claim forms, and records that support the extra benefit…

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Probate Q&A Series ·

What information does the estate need before approving another distribution? NC

What information does the estate need before approving another distribution? – NC Short Answer In North Carolina, an estate usually needs enough current information to show that another distribution will not interfere with paying valid claims, costs of administration, taxes, and each beneficiary’s proper share. Before approving another advance, the personal representative should confirm the…

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Attorney Jared Pierce
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