Category Archives: Probate Q&A Series

How do I find and claim any unknown or out-of-state accounts or unclaimed property when the deceased lived in multiple places? NC

How do I find and claim any unknown or out-of-state accounts or unclaimed property when the deceased lived in multiple places? – North Carolina Short Answer In North Carolina, the personal representative (executor or administrator) typically starts by collecting records, contacting known financial institutions, and searching official unclaimed property databases for every state where the…

How can I compel an executor to send me my inherited diamond ring? – NC

How can I compel an executor to send me my inherited diamond ring? – North Carolina Short Answer In North Carolina, a beneficiary generally cannot force an executor to mail a specific inherited item on the beneficiary’s preferred terms, but the beneficiary can take steps to enforce delivery of the property and the executor’s duties.…

What steps do I need to take as trustee to hire a realtor and set a fair listing price? NC

What steps do I need to take as trustee to hire a realtor and set a fair listing price? – North Carolina Short Answer In North Carolina, a trustee generally should (1) confirm the trust document authorizes a sale and sets any limits, (2) document the property’s condition and title issues, (3) hire a qualified…

How does filing for a year’s allowance affect my share and the timing of estate closure? NC

How does filing for a year’s allowance affect my share and the timing of estate closure? – North Carolina Short Answer In North Carolina, a year’s allowance is a statutory family allowance that is taken from the estate’s personal property and is handled early in the administration. It can reduce (or be charged against) what…

What documents should I gather as the parent of a minor heir before speaking with the law firm?

What documents should I gather as the parent of a minor heir before speaking with the law firm? – North Carolina Short Answer In North Carolina, a parent of a minor heir should gather documents that (1) prove the death and the minor’s relationship to the person who died, (2) show who has legal authority…

Does retitling and selling vehicles, or gifting one to a grandchild, affect our ability to include them in the year’s allowance? NC

Does retitling and selling vehicles, or gifting one to a grandchild, affect our ability to include them in the year’s allowance? – North Carolina Short Answer In North Carolina, a vehicle can often be included in a surviving spouse’s or child’s year’s allowance, but the timing and the way title is handled matters. If a…

If my sibling misused a power of attorney before death, can the estate recover assets, and what kind of attorney handles that? NC

If my sibling misused a power of attorney before death, can the estate recover assets, and what kind of attorney handles that? – North Carolina Short Answer Yes. In North Carolina, if a power of attorney agent used the principal’s money for the agent’s own benefit (or otherwise failed to act in the principal’s best…

Can I stay in the home and keep paying during probate if the house was only in my parent’s name and there are multiple mortgages? NC

Can I stay in the home and keep paying during probate if the house was only in my parent’s name and there are multiple mortgages? – North Carolina Short Answer Often, an adult child who has been living in a parent’s North Carolina home can remain there during probate and keep making the mortgage payments,…

Can an estate administrator require that POD funds be turned over to the estate or used to satisfy will distributions? NC

Can an estate administrator require that POD funds be turned over to the estate or used to satisfy will distributions? – North Carolina Short Answer Usually, no. In North Carolina, payable-on-death (POD) account funds and life insurance proceeds that name a beneficiary generally pass directly to the named beneficiary and are not controlled by the…

What remedies are available if an executor is mismanaging or selling estate property?

What remedies are available if an executor is mismanaging or selling estate property? – North Carolina Short Answer In North Carolina, remedies for an executor’s mismanagement or improper sales usually start in the Clerk of Superior Court (the estate’s supervising court). Common remedies include forcing the executor to file an inventory or accounting, compelling production…