Probate Q&A Series

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Probate Q&A Series ·

How do I properly close the estate and distribute what’s left when there are multiple beneficiaries and I’m the executor? NC

How do I properly close the estate and distribute what’s left when there are multiple beneficiaries and I’m the executor? – NC Short Answer In North Carolina, an executor usually closes an estate only after gathering the probate assets, paying approved claims and expenses, preparing a final accounting that balances, and then making distributions to…

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Probate Q&A Series ·

What happens if family members start selling the deceased person’s property before an estate is opened and creditors are notified? NC

What happens if family members start selling the deceased person’s property before an estate is opened and creditors are notified? – NC Short Answer In North Carolina, relatives do not get free authority to sell a deceased person’s probate property just because death has occurred. Until a personal representative is appointed and the required creditor-notice…

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Probate Q&A Series ·

What does “survivorship” language on a deed mean, and does it let the surviving owner sell without probate? NC

What does “survivorship” language on a deed mean, and does it let the surviving owner sell without probate? – NC Short Answer In North Carolina, survivorship language on a deed usually means the owners held title as joint tenants with right of survivorship. When one owner dies, that owner’s interest usually passes automatically to the…

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Probate Q&A Series ·

What documentation does the executor typically need to negotiate checks payable to the deceased and properly account for the funds in the estate? NC

What documentation does the executor typically need to negotiate checks payable to the deceased and properly account for the funds in the estate? – NC Short Answer In North Carolina, the executor usually needs a certified copy of the death certificate, certified Letters Testamentary or Letters of Administration, and an estate bank account opened in…

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Probate Q&A Series ·

How can I confirm that an estate-related claim has been fully satisfied and properly recorded? NC

How can I confirm that an estate-related claim has been fully satisfied and properly recorded? – NC Short Answer In North Carolina, confirming that an estate-related claim has been fully satisfied usually means checking both the estate file and the underlying creditor records. A personal representative or authorized estate representative should look for written proof…

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Attorney Jared Pierce
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