What immediate steps should I take to secure assets and handle bills before probate is opened?: North Carolina

What immediate steps should I take to secure assets and handle bills before probate is opened? – North Carolina Short Answer In North Carolina, only a court‑appointed personal representative has legal authority to collect estate assets and pay most bills. Before probate opens, focus on preserving property: secure the residence and vehicles, keep essential insurance…

Is there any risk in waiting until the planned engagement date to file, or should I start sooner?: North Carolina Probate

Is there any risk in waiting until the planned engagement date to file, or should I start sooner? – North Carolina Short Answer North Carolina does not impose a strict deadline to open probate or offer a will, but waiting carries real risks. The personal representative gains authority only after qualifying with the Clerk of…

What can we do when a stock issuer keeps blocking our request to reissue shares from the probate?: North Carolina Probate

What can we do when a stock issuer keeps blocking our request to reissue shares from the probate? – North Carolina Short Answer In North Carolina, the personal representative—not the heirs—has authority to collect and transfer a decedent’s stocks. If a transfer agent or issuer refuses to reissue or transfer shares after receiving proper paperwork,…

How can I close a deceased person’s bank account if the bank says they can only issue the check to the state or estate?: North Carolina

How can I close a deceased person’s bank account if the bank says they can only issue the check to the state or estate? – North Carolina Short Answer In North Carolina, a bank generally issues funds from a deceased person’s account only to a legally authorized recipient: the “Estate of [Name]” (through a personal…