How do I find out whether a deceased relative actually had a will if someone claims it exists but won’t provide a copy? – North Carolina Short Answer In North Carolina, the most reliable way to confirm whether a will exists is to check the decedent’s estate file with the Clerk of Superior Court (the…
What can I do if I think the estate is not being handled properly or is stalled without a good reason? – North Carolina Short Answer In North Carolina, an heir (an “interested person”) can ask the Clerk of Superior Court overseeing the probate file to require the personal representative (executor/administrator) to explain delays and…
What are the next steps after receipts are filed with the clerk in a probate dispute over estate expenses? – North Carolina Short Answer In North Carolina, once the executor/administrator files receipts or other backup in the estate file, the next steps usually depend on whether an interested person still disputes the expense. If the…
Do we have to go through probate to handle a grandparent’s estate, or are there ways to avoid it? – North Carolina Short Answer Not always. In North Carolina, some assets transfer automatically at death (like certain jointly owned property and beneficiary-designated accounts), and some small or limited estates can be handled with simplified clerk-of-court…
How do we figure out what needs to go through probate when there’s a will and an irrevocable trust? – North Carolina Short Answer In North Carolina, an asset usually goes through probate only if it was owned in the decedent’s individual name at death and has no built-in “transfer on death” feature. Assets titled…
How do I get a small-estate affidavit so a life insurance company will release the policy proceeds? – North Carolina Short Answer In North Carolina, what many people call a “small-estate affidavit” is usually an Affidavit for Collection of Personal Property of Decedent filed with the Clerk of Superior Court (Estates) in the county where…
If there’s mostly personal items and retirement accounts, what does the probate process usually involve? – North Carolina Short Answer In North Carolina, probate usually focuses on the property that was in the decedent’s name alone and did not have a built-in transfer method. If most assets are personal items and retirement accounts with named…
What happens when a parent dies without a will, and do we have to go through probate? – North Carolina Short Answer In North Carolina, when a parent dies without a will, the estate is handled under the state’s “intestate succession” rules, which decide who inherits. Whether probate is required depends on what the parent…
What happens if the life insurance company lists the estate as beneficiary even though the policyholder died before the person whose estate is named? – North Carolina Short Answer In North Carolina, if a life insurance policy names “the Estate of [DECEDENT]” as beneficiary, the insurer will usually treat the payout as an asset of…
How do I find out what assets my deceased relative owned, like a car or bank accounts? – North Carolina Short Answer In North Carolina, the cleanest way to identify a deceased person’s assets is usually to have a personal representative (executor/administrator) appointed through the Clerk of Superior Court. Once appointed, the personal representative has…
