Category Archives: Probate Q&A Series

What probate filings are required for the inventory, accounting, and final distribution, and what information do we need to gather to complete them? NC

What probate filings are required for the inventory, accounting, and final distribution, and what information do we need to gather to complete them? – North Carolina Short Answer In North Carolina, the personal representative (administrator in an intestate estate) generally must file (1) an Inventory with the Clerk of Superior Court within three months after…

How do I request information about a deceased person’s safe deposit box during estate administration? NC

How do I request information about a deceased person’s safe deposit box during estate administration? – North Carolina Short Answer In North Carolina, a bank generally will not confirm or disclose safe deposit box information (or release box contents) based only on a private “authorization” letter. The usual path is for the estate’s court-appointed personal…

How do I notify a credit card company that the account holder died during probate? NC

How do I notify a credit card company that the account holder died during probate? – North Carolina Short Answer In North Carolina probate, the safest way to notify a credit card company is to send a written notice that identifies the decedent, identifies the estate’s personal representative, and asks the creditor to provide a…

How do I record a deceased relative’s will so the property transfer doesn’t create a title problem? NC

How do I record a deceased relative’s will so the property transfer doesn’t create a title problem? – North Carolina Short Answer In North Carolina, the clean way to avoid a chain-of-title problem is to have the will admitted to probate by the Clerk of Superior Court and then make sure the probate (or certified…

As the estate administrator, how do I handle personal property disputes when another heir already has items and claims they were gifts? NC

As the estate administrator, how do I handle personal property disputes when another heir already has items and claims they were gifts? – North Carolina Short Answer In North Carolina, an estate administrator generally must identify, safeguard, and account for estate property—and take reasonable steps to recover property that belongs to the estate. When another…

What are the main steps we have to complete as administrators, and in what order do they happen? NC

What are the main steps we have to complete as administrators, and in what order do they happen? – North Carolina Short Answer In North Carolina, an intestate estate administration usually follows a predictable order: (1) qualify as administrator with the Clerk of Superior Court and receive Letters of Administration, (2) identify and secure assets,…

What should I request from a financial institution to document account ownership for an estate inventory? NC

What should I request from a financial institution to document account ownership for an estate inventory? – North Carolina Short Answer In North Carolina, the cleanest way to document account ownership for an estate inventory is to request (1) the account title/registration and ownership type, (2) the date-of-death balance and accrued interest, and (3) the…

What information do creditors usually require to evaluate an estate settlement request based on the estate’s assets and other debts? NC

What information do creditors usually require to evaluate an estate settlement request based on the estate’s assets and other debts? – North Carolina Short Answer In North Carolina, a creditor evaluating a reduced estate settlement request usually wants enough documentation to confirm (1) the claim is being handled by a properly appointed personal representative, (2)…