Category Archives: Probate Q&A Series

If life insurance and a pension name a beneficiary, do those assets avoid probate and can the providers require letters of administration anyway? nc

If life insurance and a pension name a beneficiary, do those assets avoid probate and can the providers require letters of administration anyway? – North Carolina Short Answer In North Carolina, life insurance and most pension/retirement death benefits that have a valid named beneficiary are usually non‑probate assets. That means the provider typically pays the…

What happens if a creditor needs to file a claim but hasn’t received notice about the estate? – nc

What happens if a creditor needs to file a claim but hasn’t received notice about the estate? – North Carolina Short Answer In North Carolina, a creditor usually does not have to wait for a mailed notice to file a claim against an estate. A creditor can present a written claim to the personal representative…

Can my lawyer obtain vehicle ownership documents directly if another person has them? – nc

Can my lawyer obtain vehicle ownership documents directly if another person has them? – North Carolina Short Answer Sometimes. In North Carolina, a lawyer usually cannot simply demand another person’s vehicle title or registration documents without legal authority. If the vehicle information is needed for a court matter (including an estate), an attorney can often…

What information or documents do you need from me to move the estate forward? NC

What information or documents do you need from me to move the estate forward? – North Carolina Short Answer To move a North Carolina estate administration forward, a law firm typically needs (1) basic information about the decedent and family, (2) the will (if any) and death certificate, (3) a complete list of assets and…

How do I figure out what the deed actually says about the house versus separate pieces of land? – NC

How do I figure out what the deed actually says about the house versus separate pieces of land? – North Carolina Short Answer In North Carolina, the deed usually does not describe “the house” separately from “the land.” Instead, it describes one or more parcels of land using a legal description (often by referencing a…

If the person named as executor is disqualified or needs to step down, how do I transfer the executor role to someone else or have the court appoint a neutral administrator? – nc

If the person named as executor is disqualified or needs to step down, how do I transfer the executor role to someone else or have the court appoint a neutral administrator? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court (Estate Division) can replace an executor/personal representative if the person is…

What documents will I need to prove my right to inherit when I live outside the United States? NC

What documents will I need to prove my right to inherit when I live outside the United States? – North Carolina Short Answer In North Carolina, proving a right to inherit usually means showing (1) the person died, and (2) the claimant is a named beneficiary in a valid will or is an heir under…

Can I use a small-estate process instead of full probate when the main assets are a vehicle and a small bank account? nc

Can I use a small-estate process instead of full probate when the main assets are a vehicle and a small bank account? – North Carolina Short Answer Often, yes. In North Carolina, a qualifying “small estate” can sometimes be handled through an affidavit process instead of a full probate administration, and a vehicle can also…

Can a law firm handle my inheritance matter remotely if I’m living in another country? nc

Can a law firm handle my inheritance matter remotely if I’m living in another country? – North Carolina Short Answer Yes. In many North Carolina inheritance matters, a law firm can handle most of the work remotely even if an heir or nominated executor lives in another country, because the probate case is handled through…

How do I confirm the updated receipt properly lists the estate disbursements, including attorney fees? nc

How do I confirm the updated receipt properly lists the estate disbursements, including attorney fees? – North Carolina Short Answer In North Carolina estate administration, an updated receipt should match the estate’s records for what was paid, when it was paid, and why it was paid—including attorney fees paid as an estate expense. Before signing,…