Category Archives: Probate Q&A Series

What estate documents can I use to request signature cards, contracts, and ownership records for a deceased person’s investment account? NC

What estate documents can I use to request signature cards, contracts, and ownership records for a deceased person’s investment account? – NC Short Answer In North Carolina, the document that usually gives an estate representative authority to request signature cards, account contracts, and ownership records for a deceased person’s investment account is a court-certified Letter…

What happens if one property was owned individually by the decedent but other property was co-owned with a surviving owner? – NC

What happens if one property was owned individually by the decedent but other property was co-owned with a surviving owner? – NC Short Answer In North Carolina, the answer usually depends on how each parcel was titled at death. Real property owned only by the decedent generally passes to heirs or devisees subject to estate…

Can property be transferred to an heir before the estate is fully settled if there are no creditor claims? NC

Can property be transferred to an heir before the estate is fully settled if there are no creditor claims? – NC Short Answer Yes, in North Carolina, estate real property can sometimes be transferred before the estate is fully settled, but the timing and deed requirements still matter even if no creditor claims are expected.…

How do I know which property should be listed on an estate inventory and which property passes automatically after death? – NC

How do I know which property should be listed on an estate inventory and which property passes automatically after death? – NC Short Answer In North Carolina, the estate inventory generally lists property the decedent owned alone and the decedent’s share of property owned jointly without a right of survivorship. Property that passes automatically at…

Who is responsible for transferring title to a vehicle after someone passes away? NC

Who is responsible for transferring title to a vehicle after someone passes away? – NC Short Answer In North Carolina, the person responsible is usually the estate’s personal representative, meaning the executor named in a will after qualification or the administrator appointed by the Clerk of Superior Court. If no estate is opened in a…

What do I need to sign to help finish an estate if I never received the paperwork? NC

What do I need to sign to help finish an estate if I never received the paperwork? – NC Short Answer In North Carolina, the person trying to close the estate usually needs signatures only on the specific documents required for that stage of administration, often a receipt, release, refunding agreement, deed, title paper, or…

How can an estate be completed if another person has the vehicle and the house connected to the deceased person? – NC

How can an estate be completed if another person has the vehicle and the house connected to the deceased person? – NC Short Answer In North Carolina, an estate usually cannot be finished until the personal representative identifies the estate assets, confirms who has legal control of them, and takes the steps needed to transfer,…

What happens if a person involved in an estate will not communicate about property or documents? – NC

What happens if a person involved in an estate will not communicate about property or documents? – NC Short Answer In North Carolina, silence does not stop an estate forever, but it can delay administration and force the personal representative to use the Clerk of Superior Court to compel action. If someone is holding estate…

Can an estate still move forward if important records about the deceased person’s property are missing? – NC

Can an estate still move forward if important records about the deceased person’s property are missing? – NC Short Answer Yes. In North Carolina, an estate can often keep moving even when records for a house, truck, or other property are missing, but the personal representative usually must identify the asset, document the problem, and…

What happens if a parent dies and I have questions about the estate? NC

What happens if a parent dies and I have questions about the estate? – NC Short Answer In North Carolina, a parent’s estate is usually handled through the clerk of superior court in the county tied to the estate proceeding. The first questions are whether there is a valid will, whether a personal representative has…