Probate Q&A Series

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Probate Q&A Series ·

Can a law firm request bank statements for an estate if the personal representative authorized it? NC

Can a law firm request bank statements for an estate if the personal representative authorized it? – NC Short Answer Yes. In North Carolina, the personal representative is the person with authority to gather estate information and deal with financial institutions for estate administration. A law firm may request bank statements on the estate’s behalf…

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Probate Q&A Series ·

Can a parent of a minor child receive estate property on the child’s behalf when the deceased person’s other children agree? NC

Can a parent of a minor child receive estate property on the child’s behalf when the deceased person’s other children agree? – NC Short Answer Usually, not based on family agreement alone. In North Carolina, estate property that belongs to a minor must be transferred through a legally recognized method, and the personal representative generally…

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Attorney Jared Pierce
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