Probate Q&A Series

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Probate Q&A Series ·

What information does an insurance company need to locate an existing claim for a deceased policyholder? – NC

What information does an insurance company need to locate an existing claim for a deceased policyholder? – NC Short Answer In North Carolina, an insurance company usually needs enough identifying information to match the deceased policyholder to its records and confirm that the caller has authority to receive claim information. That commonly includes the deceased…

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Probate Q&A Series ·

Can the probate process be handled remotely if the personal representative or heirs cannot travel? – NC

Can the probate process be handled remotely if the personal representative or heirs cannot travel? – NC Short Answer Yes, much of a North Carolina probate matter can often be handled remotely, including many filings, document reviews, and coordination with the Clerk of Superior Court through local counsel. In an ancillary probate involving North Carolina…

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Probate Q&A Series ·

What records and receipts should I gather to prove estate expenses and distributions before I file the final paperwork to close the estate? NC

What records and receipts should I gather to prove estate expenses and distributions before I file the final paperwork to close the estate? – NC Short Answer In North Carolina, the personal representative should gather records that prove every dollar that came into the estate, every approved expense paid out, and every distribution made to…

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Probate Q&A Series ·

If I’m both the executor and the trustee, what are my responsibilities and what mistakes could get me sued by other family members? – NC

If I’m both the executor and the trustee, what are my responsibilities and what mistakes could get me sued by other family members? – NC Short Answer In North Carolina, a person serving as both executor and trustee must keep the estate and the trust organized, follow the will and trust terms, protect property, pay…

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Attorney Jared Pierce
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