If I paid expenses and worked to save the family home and manage finances, can I be reimbursed or claim an interest in the property? NC

If I paid expenses and worked to save the family home and manage finances, can I be reimbursed or claim an interest in the property? – North Carolina Short Answer Sometimes, but it depends on who owned the home, what legal role existed, and whether there was an agreement. Under North Carolina law, paying expenses…

What documents will a mortgage servicer require before releasing loan information to an estate representative? NC

What documents will a mortgage servicer require before releasing loan information to an estate representative? – North Carolina Short Answer In North Carolina, a mortgage servicer will usually release a deceased borrower’s loan information only after receiving proof of death and proof that the requester has legal authority to act for the estate. In practice,…

What happens if a sibling has a felony conviction—can they be blocked from serving as executor? NC

What happens if a sibling has a felony conviction—can they be blocked from serving as executor? – North Carolina Short Answer In North Carolina, a felony conviction can block a person from serving as executor (personal representative) if the person’s citizenship rights have not been restored. The clerk of superior court decides whether an applicant…

Can I ask the court to remove the neighbor as personal representative and force a full accounting of the estate? NC

Can I ask the court to remove the neighbor as personal representative and force a full accounting of the estate? – North Carolina Short Answer Yes. In North Carolina, an “interested person” can ask the Clerk of Superior Court (the probate court) to revoke the neighbor’s letters and remove them as personal representative if there…

Can uncashed pension checks and other incoming payments be deposited into an estate bank account, and what paperwork is usually required? NC

Can uncashed pension checks and other incoming payments be deposited into an estate bank account, and what paperwork is usually required? – North Carolina Short Answer In North Carolina, a properly appointed personal representative (executor or administrator) usually can deposit checks payable to the deceased into an estate checking account, but some payors (especially government…

What steps do I take to secure the property and manage occupants while the estate is being handled?

What steps do I take to secure the property and manage occupants while the estate is being handled? – North Carolina Short Answer In North Carolina, the right to control a decedent’s real property during probate depends on who holds title after death and whether a court-appointed personal representative has authority to take “possession, custody,…

Can I stop a relative from changing my mail forwarding or intercepting estate documents, and how do I document this?

Can I stop a relative from changing my mail forwarding or intercepting estate documents, and how do I document this? – North Carolina Short Answer In North Carolina, a relative generally has no right to redirect someone else’s mail or intercept estate paperwork, and the personal representative (executor/administrator) can take steps to protect the estate’s…

What happens to real estate if a will leaves everything to someone who passed first and doesn’t name a backup beneficiary—do the heirs inherit and how are they identified?

What happens to real estate if a will leaves everything to someone who passed first and doesn’t name a backup beneficiary—do the heirs inherit and how are they identified? – North Carolina Short Answer In North Carolina, if a will leaves property to a person who died before the person who made the will, that…