Probate Q&A Series

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Probate Q&A Series ·

What documents do I need to prove I’m allowed to collect assets tied to multiple deceased relatives and transfer them to the right person? nc

What documents do I need to prove I’m allowed to collect assets tied to multiple deceased relatives and transfer them to the right person? – North Carolina Short Answer In North Carolina, the documents usually depend on whose asset it is and what legal role gives authority to collect it. A power of attorney can…

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Probate Q&A Series ·

How can beneficiaries address an executor who keeps delaying estate administration tasks and distributions, and when is removal of the executor an option? nc

How can beneficiaries address an executor who keeps delaying estate administration tasks and distributions, and when is removal of the executor an option? – North Carolina Short Answer In North Carolina, beneficiaries can often address executor delay by pushing for concrete milestones (inventory, creditor notice, accounting, and a plan for distributions) and, if needed, asking…

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Probate Q&A Series ·

What happens if someone else files to administer the estate after I already submitted my application? nc

What happens if someone else files to administer the estate after I already submitted my application? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court decides who gets appointed as the estate’s personal representative (often called the “administrator” in an intestate estate). If someone else files after an application is already…

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Probate Q&A Series ·

Can the life tenant and the remaindermen sign a private agreement listing what items stay with the house and what personal property is only being “loaned” for use during the life estate? nc

Can the life tenant and the remaindermen sign a private agreement listing what items stay with the house and what personal property is only being “loaned” for use during the life estate? – North Carolina Short Answer Yes. In North Carolina, the life tenant and all remaindermen can sign a written private agreement that clearly…

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Probate Q&A Series ·

How do I claim money being held by the state treasury or unclaimed property office for a deceased family member when I have power of attorney for a living relative? nc

How do I claim money being held by the state treasury or unclaimed property office for a deceased family member when I have power of attorney for a living relative? – North Carolina Short Answer In North Carolina, a power of attorney for a living person usually does not let an agent claim unclaimed property…

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Probate Q&A Series ·

What counts as part of a life estate in a home versus personal property, especially for things like appliances, built-in ovens, HVAC systems, and lighting fixtures? nc

What counts as part of a life estate in a home versus personal property, especially for things like appliances, built-in ovens, HVAC systems, and lighting fixtures? – North Carolina Short Answer In North Carolina, a life estate in a home generally covers the real property and the items that are treated as part of the…

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Probate Q&A Series ·

How do I get bank statements and account information for a deceased parent when the paperwork was shredded or missing? nc

How do I get bank statements and account information for a deceased parent when the paperwork was shredded or missing? – North Carolina Short Answer In North Carolina, banks and other financial institutions usually will not release a deceased parent’s account statements or balances until someone has legal authority to act for the estate. That…

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Probate Q&A Series ·

How do I set up an estate bank account and deposit recovered funds like unclaimed property or life insurance proceeds while the estate is still open? nc

How do I set up an estate bank account and deposit recovered funds like unclaimed property or life insurance proceeds while the estate is still open? – North Carolina Short Answer In North Carolina, a personal representative (executor/administrator) typically opens an estate checking account soon after qualification, using the estate’s own taxpayer identification number (EIN)…

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Attorney Jared Pierce
Attorney Jared Pierce
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