Probate Q&A Series

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Probate Q&A Series ·

What should I do if an insurance company refuses to cancel a policy after I report the death? NC

What should I do if an insurance company refuses to cancel a policy after I report the death? – North Carolina Short Answer In North Carolina, an insurance company often will not process a cancellation request after a policyholder’s death unless the request comes from someone with clear legal authority (usually a court-appointed personal representative)…

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Probate Q&A Series ·

At what point in probate can I sell the deceased person’s residence or condo, and what approvals are usually needed? NC

At what point in probate can I sell the deceased person’s residence or condo, and what approvals are usually needed? – North Carolina Short Answer In North Carolina probate, a residence or condo can usually be sold after a personal representative (executor/administrator) has been appointed and has authority to deal with the property. Whether court…

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Probate Q&A Series ·

Who is allowed to request and receive a deceased person’s account records during probate? NC

Who is allowed to request and receive a deceased person’s account records during probate? – North Carolina Short Answer In North Carolina probate, the person with clear legal authority to request and receive a deceased person’s account records is the court-appointed personal representative (executor or administrator) acting for the estate. A lawyer may request and…

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Probate Q&A Series ·

Can I force an appraisal or independent valuation before the personal representative sells major estate assets like a vehicle? NC

Can I force an appraisal or independent valuation before the personal representative sells major estate assets like a vehicle? – North Carolina Short Answer Usually, no. In North Carolina, a personal representative generally has discretion to sell estate personal property (like a vehicle) without getting a formal appraisal first, as long as the sale is…

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Probate Q&A Series ·

What kinds of documents count as proof of parentage for an inheritance claim if there was no formal court order before the parent died? NC

What kinds of documents count as proof of parentage for an inheritance claim if there was no formal court order before the parent died? – North Carolina Short Answer In North Carolina, “proof of parentage” for an inheritance claim usually means documents that fit one of the specific legal pathways the Intestate Succession Act recognizes—most…

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Probate Q&A Series ·

Does the personal representative also need to sign a receipt or release if they are an heir but no heir distributions were made? NC

Does the personal representative also need to sign a receipt or release if they are an heir but no heir distributions were made? – North Carolina Short Answer Usually, a receipt or release is used to document that a beneficiary actually received a distribution and (in many cases) agreed to release the personal representative from…

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Probate Q&A Series ·

Can the estate dispute or negotiate a credit-card debt if the statements don’t match what’s being claimed? NC

Can the estate dispute or negotiate a credit-card debt if the statements don’t match what’s being claimed? – North Carolina Short Answer Yes. In North Carolina, a personal representative can require a creditor to properly present and support a claim, ask for itemized account records, and then allow, compromise, or reject the claim if the…

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Probate Q&A Series ·

Can someone living in a trust-owned house use the trust checking account to pay bills without the other beneficiaries’ approval? NC

Can someone living in a trust-owned house use the trust checking account to pay bills without the other beneficiaries’ approval? – North Carolina Short Answer Usually not—unless that person is the trustee (or an authorized co-trustee/agent) and the trust terms allow the payment. In North Carolina, the trustee controls the trust checking account and must…

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Probate Q&A Series ·

Can family members make decisions about the land before an executor or administrator is officially appointed? NC

Can family members make decisions about the land before an executor or administrator is officially appointed? – North Carolina Short Answer Usually, no. In North Carolina, family members generally do not have legal authority to sell, mortgage, lease long-term, or otherwise make binding decisions about a deceased person’s land until the Clerk of Superior Court…

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Probate Q&A Series ·

If a refund check owed to the estate was cashed fraudulently, how can the estate recover the money while an investigation is pending? NC

If a refund check owed to the estate was cashed fraudulently, how can the estate recover the money while an investigation is pending? – North Carolina Short Answer In North Carolina, an estate can often pursue recovery of a fraudulently cashed refund check by promptly making a written claim with the bank(s) involved and the…

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Attorney Jared Pierce
Attorney Jared Pierce
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