How do I coordinate fixing estate records and securing insurance proceeds for the beneficiary? – North Carolina Short Answer In North Carolina, life insurance payable to a named beneficiary is a nonprobate asset and should not be listed as an estate asset on the inventory. To fix errors, the personal representative files a supplemental inventory…
Can I serve as trustee from out of state or do I need a registered agent in the property’s jurisdiction? – North Carolina Short Answer In North Carolina, you may serve from out of state as a trust fiduciary or as a custodian under the Uniform Transfers to Minors Act (UTMA). No “registered agent” is…
Is a guardianship required or is a minors act probate filing enough to sell the house? – North Carolina Short Answer In North Carolina, a minors act filing (UTMA) by itself is not enough to sell a house owned in part by a minor. To convey a minor’s real estate interest, the court must authorize…
What steps does the uniform transfer to minors act require to manage sale proceeds for a minor heir? – North Carolina Short Answer In North Carolina, the Uniform Transfers to Minors Act (UTMA) uses a custodian—not a trustee—to hold and manage a minor’s funds until age 21. For real estate sale proceeds owed to a…
Can I confirm if the vehicle transfer before death was completed correctly and if it still affects estate distribution? – North Carolina Short Answer Yes. In North Carolina, if the DMV recorded the vehicle title in someone else’s name before the date of death, that vehicle is generally not a probate asset and should not…
How can I ensure the life insurance company processes my mother’s death benefit claim? – North Carolina Short Answer In North Carolina, life insurance that names a beneficiary pays directly to that person and is not part of probate. To move the claim forward, send the insurer a complete claim package (their claim form, a…
What steps do I take if the estate inventory was filed incorrectly by the fiduciary? – North Carolina Short Answer In North Carolina, if an estate inventory is wrong or misleading, the personal representative must correct it by filing a supplemental inventory with the Clerk of Superior Court. If the fiduciary will not fix it,…
How do I set up a Transfer to Minors Act trust for my minor sibling’s inheritance? – North Carolina Short Answer In North Carolina, you generally use the Uniform Transfers to Minors Act (UTMA) to transfer a minor’s inheritance to a custodian, not a formal trust. A personal representative can ask the Clerk of Superior…
Can I replace the current estate trustee with a parent or another guardian? – North Carolina Short Answer Yes—under North Carolina law you can ask the Clerk of Superior Court to remove and replace the current fiduciary (executor/administrator, trustee, or UTMA custodian) for cause. Common grounds include serious mismanagement, failure to file accurate inventories or…
What information and forms are required to file a family history affidavit in probate? – North Carolina Short Answer In North Carolina, there is no single statewide form titled “Family History Affidavit,” but clerks commonly require a notarized, sworn statement that identifies the decedent’s heirs and family relationships. Expect to provide the decedent’s identifying details,…
