Probate Q&A Series

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Probate Q&A Series ·

How should an executor handle questions about payments taken from a deceased person’s bank account before and after death? NC

How should an executor handle questions about payments taken from a deceased person’s bank account before and after death? – NC Short Answer In North Carolina, an executor should first identify what payments left the account, when they were taken, and whether they were authorized by the account contract or by law. Payments made before…

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Probate Q&A Series ·

How do I handle Social Security benefits issues while administering a deceased person’s estate? NC

How do I handle Social Security benefits issues while administering a deceased person’s estate? – NC Short Answer In North Carolina, Social Security benefit issues after death usually turn on two questions: whether the Social Security Administration paid too much after death, or whether it still owes a final underpayment. The estate’s personal representative often…

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Probate Q&A Series ·

Can a law firm or estate representative get Social Security information for a deceased person without appearing in person? NC

Can a law firm or estate representative get Social Security information for a deceased person without appearing in person? – NC Short Answer Usually, yes, but only if Social Security is satisfied that the person asking has authority to act for the deceased person’s estate and provides the required proof. In North Carolina, that often…

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