How do I unwind transfers the neighbor made using a power of attorney and recover property for the estate? – North Carolina Short Answer In North Carolina, transfers made under a power of attorney can often be unwound if the agent exceeded the authority granted in the document or breached fiduciary duties by using the…
What documents do plan administrators typically require before releasing account details or paying benefits after someone dies? – North Carolina Short Answer In North Carolina, plan administrators (like 401(k) and pension plan administrators) usually require proof of death and proof that the person requesting information or payment has legal authority or is the named beneficiary.…
What options do I have to move the case forward if appraisal delays are causing me hardship? – North Carolina Short Answer In North Carolina estate administration, appraisal delays usually get addressed by pushing the personal representative to file a timely inventory and, if needed, asking the Clerk of Superior Court for an order that…
What documents and information does a brokerage usually require to transfer a decedent’s investment account into an estate account? – North Carolina Short Answer In North Carolina, a brokerage usually pauses a transfer until it can confirm (1) the account owner’s death, (2) who has legal authority to act for the estate, and (3) the…
How can I verify who has the legal right to live in the home that is part of an estate? – North Carolina Short Answer In North Carolina, verifying who has the legal right to live in a home connected to an estate usually starts with two checks: (1) who holds title to the property…
How can I get an estate closed when a hospital or collector won’t file a satisfaction even though the bill was paid? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court generally closes an estate only after the personal representative files a Final Account supported by vouchers showing that estate debts…
What documents should I provide the auto insurer to move the claim forward, like a death certificate or letters of administration? – North Carolina Short Answer In North Carolina, an auto insurer usually will not release claim funds payable to an estate (or let someone sign a settlement release for the estate) until the insurer…
If the will says debts are paid from sale proceeds, do I need court approval before selling and distributing what’s left? – North Carolina Short Answer Not always. In North Carolina, a personal representative can often sell a decedent’s real estate without a court order if the will gives a power of sale (or gives…
Am I personally responsible for a deceased relatives credit card balance, and is there any downside if I choose to pay it myself for peace of mind? – North Carolina Short Answer In North Carolina, a deceased persons credit card balance is usually paid from the deceased persons estate, not by family members. A relative…
What fees and costs should I expect, and how is a retainer applied during the case? – North Carolina Short Answer In North Carolina probate matters, the total price usually has two parts: (1) attorney’s fees under a written fee agreement and (2) out-of-pocket costs charged by the Clerk of Superior Court and other third…
