Probate Q&A Series

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Probate Q&A Series ·

Can the bankruptcy affect the personal representative’s ability to manage or distribute estate assets? – NC

Can the bankruptcy affect the personal representative’s ability to manage or distribute estate assets? – NC Short Answer Yes. In North Carolina, a personal representative’s own bankruptcy can affect how that person manages or distributes estate assets, but it does not automatically make the probate estate part of the bankruptcy case. The key question is…

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Probate Q&A Series ·

Can an estate representative get Social Security account information without appearing in person? NC

Can an estate representative get Social Security account information without appearing in person? – NC Short Answer Usually, yes. In North Carolina, a duly appointed personal representative can often request information from the Social Security Administration by mail, fax, phone follow-up, or other agency-directed submission without an in-person visit, but the agency will usually require…

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Probate Q&A Series ·

How do I find out whether a deceased person owed money on Social Security benefits or whether benefits are still payable to the estate? NC

How do I find out whether a deceased person owed money on Social Security benefits or whether benefits are still payable to the estate? – NC Short Answer In North Carolina, the personal representative usually must contact the Social Security Administration and provide proof of authority before the agency will discuss whether a deceased person…

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Probate Q&A Series ·

What happens if an estate account was opened with the administrator’s personal funds instead of money from the decedent’s bank account? NC

What happens if an estate account was opened with the administrator’s personal funds instead of money from the decedent’s bank account? – NC Short Answer In North Carolina, opening an estate account with the administrator’s own money does not usually change what belongs to the estate, but it can create an accounting problem that must…

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Probate Q&A Series ·

Do I need to wait for all insurance processing to finish before paying a deceased person’s medical bill from the estate? NC

Do I need to wait for all insurance processing to finish before paying a deceased person’s medical bill from the estate? – NC Short Answer Usually, yes. In North Carolina, a personal representative should generally avoid paying a deceased person’s medical bill from estate funds until the claim amount is clear and the creditor-claim process…

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Attorney Jared Pierce
Attorney Jared Pierce
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