How can I prove a utility debt is paid if the company won’t send a satisfaction letter? – North Carolina Short Answer In North Carolina estate administration, a “satisfaction letter” from a utility is helpful, but it is not the only way to prove a paid bill for final accounting purposes. A personal representative can…
What documents do I need for the probate inventory if the main assets are a bank account, a retirement account, and vehicles? – North Carolina Short Answer In North Carolina, the probate inventory is a snapshot of what the decedent owned (or had an interest in) on the date of death and what it was…
What are my options if I think the will was changed unfairly or the probate process left me out? – North Carolina Short Answer In North Carolina, the two main paths are (1) challenging the will itself through a “caveat” (a will contest) and/or (2) forcing transparency and proper administration through the Clerk of Superior…
Can the person named as executor list and sell the house before the will dispute is resolved? – North Carolina Short Answer In North Carolina, once a will contest (a “caveat”) is filed, the executor’s authority is restricted by a court order and the executor must focus on preserving estate assets rather than making beneficiary…
Can I request my deceased parent’s tax transcripts or records from the IRS, and what do I need to do it? – North Carolina Short Answer Yes—under North Carolina estate administration practice, the person with legal authority to act for the deceased (usually the court-appointed personal representative) can request IRS tax transcripts and, if needed,…
Can I be reimbursed by the estate for household bills I’ve paid since the death, and how should I document that? – North Carolina Short Answer Often, yes—an executor in North Carolina can usually seek repayment from the estate for reasonable, necessary household bills paid after the death to preserve estate property (for example, utilities…
How do we handle any remaining funeral balance and bank accounts that require court authority to access? – North Carolina Short Answer In North Carolina, a funeral bill that is still owed is typically handled as an estate expense/claim and is paid from estate funds once someone has legal authority to act for the estate.…
What can I do if someone changed beneficiary forms or legal documents while my relative was incapacitated? – North Carolina Short Answer In North Carolina, changes made while a person lacked mental capacity (or changes procured through undue influence) can often be challenged, but the right procedure depends on what was changed. A will is…
What happens if a family member sold or flipped property in the deceased person’s name without the power of attorney’s approval? – North Carolina Short Answer In North Carolina, a family member generally cannot sell real estate titled in a parent’s name unless that person had legal authority to sign for the parent (such as…
Can the decedent’s family take money meant for my child to pay debts or keep a house that was in the decedent’s name? – North Carolina Short Answer Usually not. In North Carolina, assets with a valid beneficiary designation (like many life insurance policies and retirement accounts) generally pass directly to the named beneficiary and…
