How can I get an insurance refund or returnpremium check reissued to the estate after the policyholder dies? – North Carolina Short Answer In North Carolina, an insurer will usually reissue a returnpremium (refund) check to an estate once the estate has an appointed personal representative (executor or administrator) and the insurer receives proof of…
How do I ensure secure delivery of inherited jewelry across state lines? – North Carolina Short Answer In North Carolina, the personal representative (executor) must safeguard estate property and ultimately deliver the correct items to the right beneficiaries. If an executor refuses to release inherited jewelry, the usual fix is not a “shipping dispute” but…
What happens if the county clerk rejects my electronic inventory filing? – North Carolina Short Answer In North Carolina, if the Clerk of Superior Court (Estates Division) rejects an electronically filed estate inventory, the inventory is generally treated as not filed until the corrected version is accepted. The personal representative still must meet the statutory…
Am I eligible to serve as executor if the will naming me hasn’t been properly executed? – North Carolina Short Answer In North Carolina, a person becomes eligible to act as executor only after the Clerk of Superior Court admits a will to probate and issues letters testamentary. If the will naming that person is…
How can I sell trust-owned real property to satisfy estate creditor claims? – North Carolina Short Answer In North Carolina, a trustee can often sell trust-owned real property under the trust’s sale powers and use the net proceeds to pay allowed creditor claims, but the trustee must coordinate closely with the estate’s creditor-claims process and…
How can I open the estate to collect a wrongful death insurance payment? – North Carolina Short Answer In North Carolina, an insurance company that is paying wrongful death proceeds to “the estate” will usually require a court-appointed personal representative (an administrator if there is no will) and certified “Letters of Administration.” The estate is…
Can I withdraw my application for letters of administration and let another personal representative handle the probate? – North Carolina Short Answer In North Carolina, an applicant can usually step aside before the clerk issues letters of administration, but it must be done through the Clerk of Superior Court handling the estate. The cleanest approach…
How do I start a court action to compel the trustee to account for and distribute trust assets? – North Carolina Short Answer In North Carolina, a trust beneficiary can usually start the process by filing a trust proceeding with the Clerk of Superior Court asking the clerk to order the trustee to provide an…
Does my sibling’s status as a creditor or co-signer on a loan disqualify them from serving as co-executor? – North Carolina Short Answer Usually, no. In North Carolina, a sibling is not automatically disqualified from serving as a co-executor (personal representative) just because that sibling is also a creditor of the estate or co-signed a…
What steps are required to confirm heirship and transfer title for property that passed through an estate? – North Carolina Short Answer In North Carolina, confirming heirship and transferring title to real estate that passed through an estate usually requires (1) establishing who the heirs or devisees are, (2) proving the authority to act (often…
