Probate Q&A Series

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Probate Q&A Series ·

How can a personal representative or estate representative get authorized to deal with a deceased person’s insurance account? NC

How can a personal representative or estate representative get authorized to deal with a deceased person’s insurance account? – NC Short Answer In North Carolina, an insurer usually will not discuss account changes, cancellation, or refunds with a family member, staff member, or other caller unless that person has legal authority to act for the…

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Probate Q&A Series ·

Can I work with an English-speaking attorney in another country to help administer foreign estate property? NC

Can I work with an English-speaking attorney in another country to help administer foreign estate property? – NC Short Answer Yes. Under North Carolina probate practice, a personal representative or estate attorney can coordinate with an English-speaking attorney in the country where the foreign property is located when that country’s local probate, inheritance, land transfer,…

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Probate Q&A Series ·

How can I request Social Security records for a probate matter when the beneficiary has already passed away? NC

How can I request Social Security records for a probate matter when the beneficiary has already passed away? – NC Short Answer In North Carolina, the person usually in the best position to request Social Security information for a deceased beneficiary is the estate’s duly appointed personal representative. That person should be prepared to show…

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Probate Q&A Series ·

Are life insurance proceeds and retirement accounts part of the probate estate or handled separately? NC

Are life insurance proceeds and retirement accounts part of the probate estate or handled separately? – NC Short Answer Usually, life insurance proceeds and retirement accounts are handled outside the probate estate in North Carolina if they name a living beneficiary. By contrast, assets owned only in the decedent’s name with no beneficiary designation generally…

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Probate Q&A Series ·

How do I get reimbursed for mortgage payments and other costs I paid to maintain estate property before it sells? NC

How do I get reimbursed for mortgage payments and other costs I paid to maintain estate property before it sells? – NC Short Answer In North Carolina, reimbursement usually depends on whether the payments were necessary to preserve estate property, were properly documented, and can be paid without violating the estate’s claim-priority rules. An administrator…

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Attorney Jared Pierce
Attorney Jared Pierce
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