How can I transfer the house into my and my sibling’s names without doing a full probate and still be able to sell after the waiting period? NC

How can I transfer the house into my and my sibling’s names without doing a full probate and still be able to sell after the waiting period? – North Carolina Short Answer In North Carolina, a house can sometimes be put into heirs’ names without a “full probate” by probating the will (if there is…

Who is legally allowed to communicate with the auto insurer and sign claim documents for the estate, and how do I prove that authority? – NC

Who is legally allowed to communicate with the auto insurer and sign claim documents for the estate, and how do I prove that authority? – North Carolina Short Answer In North Carolina, the person legally allowed to deal with an auto insurer on behalf of a decedent’s estate is usually the court-appointed personal representative (executor…

Is an affidavit of domicile enough to transfer an investment or bank account, or do I also need letters from the probate court? NC

Is an affidavit of domicile enough to transfer an investment or bank account, or do I also need letters from the probate court? – North Carolina Short Answer In North Carolina, an affidavit of domicile is usually not a substitute for probate authority. Most financial institutions require current, certified Letters Testamentary or Letters of Administration…

Is it better to pay the creditor in full from sale proceeds or keep the negotiated settlement if timing is tight? NC

Is it better to pay the creditor in full from sale proceeds or keep the negotiated settlement if timing is tight? – North Carolina Short Answer In North Carolina estate administration, it is usually better to protect a valid, written settlement if the estate can reliably meet the settlement deadline, because paying in full voluntarily…

Did I make a mistake by closing my relative’s sole checking account and moving the funds into my own account before the small-estate process finished, and how can I fix it if needed? NC

Did I make a mistake by closing my relative’s sole checking account and moving the funds into my own account before the small-estate process finished, and how can I fix it if needed? – North Carolina Short Answer Possibly. In North Carolina, a “small-estate” affidavit (collection of personal property by affidavit) gives a person limited…

Can my representative communicate with the banks on my behalf, and what authorization do they need? NC

Can my representative communicate with the banks on my behalf, and what authorization do they need? – North Carolina Short Answer Yes. In North Carolina, a court-appointed personal representative (executor or administrator) can communicate with banks to identify, collect, and manage estate assets, but banks usually require proof of death and proof of appointment. In…