Probate Q&A Series

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Probate Q&A Series

May 29, 2026

How long does it typically take for a financial institution to review and approve probate paperwork before releasing account records and tax documents? NC

Probate Q&A Series

May 29, 2026

What can I do if a financial institution delays providing a deceased person’s 1099-R or other retirement tax forms needed to file the estate’s tax returns? NC

Probate Q&A Series

May 29, 2026

Can I use money from a trust account to pay expenses related to handling an estate? NC

Probate Q&A Series

May 29, 2026

How can an estate request prior-year bank tax documents for a closed account? NC

Probate Q&A Series

May 29, 2026

Do I need to include the death certificate when requesting a deceased person’s Social Security tax form? NC

Probate Q&A Series

May 29, 2026

Can the bond requirement be reduced or waived, and what would that process look like? NC

Probate Q&A Series

May 29, 2026

Do I have to communicate with an unresponsive heir for the estate to move forward, and what can be done if that person refuses to participate? NC

Probate Q&A Series

May 29, 2026

What happens next in the estate administration process and what should I expect? NC

Probate Q&A Series

May 29, 2026

If I filed bankruptcy and included the credit-card debt, how does that affect the debt-cancellation tax form I received? NC

Probate Q&A Series

May 29, 2026

What documents and information should I gather to get the estate process started? NC

Probate Q&A Series

May 29, 2026

How do I update my phone number and contact information in an estate case so I don’t miss time-sensitive notices or meetings? NC

Probate Q&A Series

May 29, 2026

Can a trust company require a preliminary final accounting before releasing or transferring estate assets? NC

Probate Q&A Series

May 29, 2026

How do I request a deceased person’s Social Security 1099 for a prior tax year while handling probate? NC

Probate Q&A Series

May 29, 2026

What should I do if a reimbursement petition I filed in an estate case is missing from the court’s physical file and not showing on the online portal? NC

Probate Q&A Series

May 29, 2026

What happens if the person named as executor never comes forward—can the court still let an heir serve as the estate representative? NC

Probate Q&A Series

May 29, 2026

Can I speak directly with my lawyer about the status of the estate case? NC

Probate Q&A Series

May 29, 2026

Where do I send the written request for a deceased person’s Social Security 1099, and can it be submitted by fax? NC

Probate Q&A Series

May 29, 2026

Can a law firm request a deceased person’s Social Security 1099, or does the estate administrator have to request it directly? NC

Probate Q&A Series

May 29, 2026

How do I replace a vehicle title when the car belongs to a deceased person's estate? NC

Probate Q&A Series

May 29, 2026

Why would I receive a debt-cancellation tax form for a credit card that was only in my spouse’s name, and does that make me responsible for it? NC

Probate Q&A Series

May 29, 2026

What are the next steps to close an estate if the audit results are disputed? NC

Probate Q&A Series

May 29, 2026

What does it mean to sign a claim in a grandparent’s estate, and what rights am I asserting by signing it? NC

Probate Q&A Series

May 29, 2026

What happens if a bank has an old executor on file but the court has issued updated letters of administration? NC

Probate Q&A Series

May 29, 2026

Are there tax consequences if the heirs deed inherited property to me after the estate is opened? NC