Can unclaimed property held in a brokerage account after death be listed as estate receipts? – North Carolina Short Answer Yes, in North Carolina, unclaimed property proceeds that are received by the personal representative after the date of death are typically reported as estate receipts on the estate accounting, even if the underlying asset existed…
How do I open probate when my father died without a will and I’m one of several heirs? – North Carolina Short Answer In North Carolina, opening probate for a person who died without a will usually means asking the Clerk of Superior Court in the county where the person lived to appoint an “administrator”…
How can I apply for letters of administration so a beneficiary’s estate can receive its inheritance? – North Carolina Short Answer In North Carolina, when an heir (beneficiary) dies before receiving an inheritance from another estate, the inheritance is typically paid to the deceased heir’s estate—not directly to the heir’s family members. To receive that…
What legal rights do I have if the trustee blocks communication and withholds my share? – North Carolina Short Answer In North Carolina, a trust beneficiary can demand basic trust information and can ask the court to step in if a trustee refuses to communicate or improperly withholds required distributions. Remedies can include a court…
How do I start probate when my uncle died without a will? – North Carolina Short Answer In North Carolina, when someone dies without a will (called an “intestate” estate), probate usually starts by applying to the Clerk of Superior Court in the county where the person lived at death for “Letters of Administration.” The…
What are the grounds and procedure to remove a co-executor? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court can remove (revoke the “letters” of) a personal representative, including an executor or co-executor, for specific statutory reasons such as disqualification, misconduct or breach of fiduciary duty, appointment obtained by mistake or…
How can I obtain the trust account and estate account statements needed for probate accounting? – North Carolina Short Answer In North Carolina, the usual way to get the statements needed for a probate accounting is to have the personal representative request them directly from each bank or financial institution using certified Letters Testamentary/Letters of…
What steps do I need to request the court to appoint me as the successor personal representative? – North Carolina Short Answer In North Carolina, a successor personal representative is typically appointed by the Clerk of Superior Court in the estate file after the current personal representative’s authority ends or is revoked. When the current…
As the administrator, can I file a lawsuit or special proceeding to force my relative to account for and return assets and records? – North Carolina Short Answer Yes. In North Carolina, an estate administrator (personal representative) can bring an estate proceeding before the Clerk of Superior Court to examine a person who is reasonably…
How do I start probate and what documents will I need to file? – North Carolina Short Answer In North Carolina, probate (opening an estate) usually starts by filing the decedent’s original will (if there is one) and an application to be appointed as the personal representative with the Clerk of Superior Court in the…
