Can the estate access a deceased person’s loan information through an online portal, and who is authorized to receive it? – NC

Can the estate access a deceased person’s loan information through an online portal, and who is authorized to receive it? – NC Short Answer Yes. In North Carolina, a deceased person’s estate can usually obtain loan statements and related account information, but the financial institution should release that information only to the person legally authorized…

If I paid property taxes for estate property out of pocket, can I be reimbursed from the estate and how do I document it? – NC

If I paid property taxes for estate property out of pocket, can I be reimbursed from the estate and how do I document it? – NC Short Answer Yes. In North Carolina, a personal representative can usually seek repayment from estate funds for reasonable, necessary expenses paid to preserve estate property, and property taxes often…

What happens if a deceased person’s medical bill is still pending because insurance has not fully processed the claim? – NC

What happens if a deceased person’s medical bill is still pending because insurance has not fully processed the claim? – NC Short Answer In North Carolina, a deceased person’s medical bill is not always final just because a provider has sent a balance due. If insurance is still processing the claim, the personal representative should…

Do I need a specific court document to request a deceased person’s bank statements and tax forms for probate? NC

Do I need a specific court document to request a deceased person’s bank statements and tax forms for probate? – NC Short Answer Usually yes. In North Carolina, the bank or other institution will usually want certified Letters Testamentary or Letters of Administration before releasing a deceased person’s account statements or confirming tax forms for…