Probate Q&A Series

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Probate Q&A Series ·

How do I get access to important records like the death certificate and other documents needed to settle my child’s affairs? nc

How do I get access to important records like the death certificate and other documents needed to settle my child’s affairs? – North Carolina Short Answer In North Carolina, a parent can usually obtain a certified copy of an adult child’s death certificate through the county Register of Deeds (or the State Registrar) because parents…

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Probate Q&A Series ·

Can I sell estate real estate during probate, and what’s the best way to handle it if one heir wants to buy out the other instead of selling to a third party? nc

Can I sell estate real estate during probate, and what’s the best way to handle it if one heir wants to buy out the other instead of selling to a third party? – North Carolina Short Answer Yes—estate real estate can often be sold during probate in North Carolina, but the “right way” depends on…

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Probate Q&A Series ·

If the insurance payments covered both a vehicle and the decedent’s home, how do I show the court what portion was for the property? nc

If the insurance payments covered both a vehicle and the decedent’s home, how do I show the court what portion was for the property? – North Carolina Short Answer In North Carolina estate administration, the cleanest way to show what portion of a combined insurance payment relates to the decedent’s home (versus a vehicle) is…

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Probate Q&A Series ·

Can a trustee distribute trust assets based only on a probated will when the distribution depends on a testamentary power of appointment? nc

Can a trustee distribute trust assets based only on a probated will when the distribution depends on a testamentary power of appointment? – North Carolina Short Answer Usually not. In North Carolina, when a trust’s distribution depends on whether a testamentary power of appointment was exercised, the trustee generally must confirm that the power was…

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Probate Q&A Series ·

What kind of evidence is usually needed to prove or disprove an abandonment claim in an intestate estate case? nc

What kind of evidence is usually needed to prove or disprove an abandonment claim in an intestate estate case? – North Carolina Short Answer In North Carolina intestate estates, an “abandonment” claim usually turns on concrete proof about the relationship: where the person lived, whether they provided support, and whether their conduct showed an intentional…

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Probate Q&A Series ·

Can I get an advance or loan against my expected inheritance while the estate is still being handled? nc

Can I get an advance or loan against my expected inheritance while the estate is still being handled? – North Carolina Short Answer Sometimes, but it depends on what “advance” means. In North Carolina, a personal representative (executor/administrator) may choose to make an early, partial distribution, but doing so can create risk if debts, taxes,…

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Probate Q&A Series ·

Can a relative transfer estate assets to themself before the probate process is finished, and what can be done to challenge that? nc

Can a relative transfer estate assets to themself before the probate process is finished, and what can be done to challenge that? – North Carolina Short Answer Usually not. In North Carolina, once a personal representative (executor or administrator) is appointed, that person must collect, safeguard, and report estate assets and then distribute them only…

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