Probate Q&A Series

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Probate Q&A Series ·

Do we have to open probate if the bank accounts were jointly titled with the executor and transferred automatically? NC

Do we have to open probate if the bank accounts were jointly titled with the executor and transferred automatically? – North Carolina Short Answer Not always. In North Carolina, a properly created joint bank account with right of survivorship typically transfers to the surviving co-owner at death and is not controlled by the will. But…

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Probate Q&A Series ·

Will the other estate be unable to close or distribute sale proceeds until my relative’s estate is opened and someone is appointed to sign paperwork? NC

Will the other estate be unable to close or distribute sale proceeds until my relative’s estate is opened and someone is appointed to sign paperwork? – North Carolina Short Answer Often, yes for the deceased beneficiary’s share: in North Carolina, an estate generally should not distribute a deceased beneficiary’s portion directly to family members without…

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Probate Q&A Series ·

What proof do I need to show that an executor is mishandling the estate or acting in bad faith? NC

What proof do I need to show that an executor is mishandling the estate or acting in bad faith? – North Carolina Short Answer In North Carolina, the most useful “proof” is usually objective paperwork showing a breach of the executor’s fiduciary duties—missing or inconsistent account records, self-dealing, commingling estate money with personal funds, unexplained…

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Probate Q&A Series ·

If my parent’s will tries to cut out the surviving spouse after a long marriage, what rights does the surviving spouse still have to the estate? NC

If my parent’s will tries to cut out the surviving spouse after a long marriage, what rights does the surviving spouse still have to the estate? – North Carolina Short Answer In North Carolina, a will usually cannot completely cut out a surviving spouse. Even if the will leaves the spouse little or nothing, the…

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Probate Q&A Series ·

If a life insurance policy names one sibling as beneficiary, does that payout have to be shared with the other siblings or go through the estate? NC

If a life insurance policy names one sibling as beneficiary, does that payout have to be shared with the other siblings or go through the estate? – North Carolina Short Answer In North Carolina, life insurance proceeds usually pay directly to the named beneficiary and do not go through the estate or probate. That means…

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Probate Q&A Series ·

If extended relatives won’t sign paperwork giving up their inheritance rights, what can I do to move the estate forward? NC

If extended relatives won’t sign paperwork giving up their inheritance rights, what can I do to move the estate forward? – North Carolina Short Answer In North Carolina, an estate usually can still move forward even if extended relatives refuse to sign “renunciation” or “waiver” paperwork. The Clerk of Superior Court can appoint an administrator…

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Probate Q&A Series ·

What can a beneficiary do if the executor won’t provide a copy of the will or won’t move forward with filing it and notifying creditors? NC

What can a beneficiary do if the executor won’t provide a copy of the will or won’t move forward with filing it and notifying creditors? – North Carolina Short Answer In North Carolina, a beneficiary can usually get traction by going through the Clerk of Superior Court (the estate division) in the county where the…

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Probate Q&A Series ·

What can I do if someone went into the house after the death and took titles, valuables, or family heirlooms before probate started? NC

What can I do if someone went into the house after the death and took titles, valuables, or family heirlooms before probate started? – North Carolina Short Answer In North Carolina, the fastest path is usually to get an estate opened (or confirm one is already open) so a personal representative can demand the property…

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Probate Q&A Series ·

How do I put the personal representative on notice that I’m disputing missing property and questionable sales in the estate? NC

How do I put the personal representative on notice that I’m disputing missing property and questionable sales in the estate? – North Carolina Short Answer In North Carolina, the cleanest way to put a personal representative on formal notice is usually to file an estate proceeding with the Clerk of Superior Court handling the estate…

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Probate Q&A Series ·

What rights do remainder beneficiaries have if the life tenant sells their life-estate interest to someone else? NC

What rights do remainder beneficiaries have if the life tenant sells their life-estate interest to someone else? – North Carolina Short Answer In North Carolina, a life tenant can generally sell or transfer only the life-estate interest they own, not the remainder. That means the buyer typically steps into the life tenant’s shoes and can…

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Probate Q&A Series ·

What is the difference between a small estate process and a full probate case when the estate is basically just sale proceeds? NC

What is the difference between a small estate process and a full probate case when the estate is basically just sale proceeds? – North Carolina Short Answer In North Carolina, a “small estate” process is usually an affidavit-based shortcut that lets a qualified person collect and distribute personal property (often cash) without opening a full…

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Probate Q&A Series ·

What are the next steps after I’m officially appointed as the administrator of a parent’s estate? NC

What are the next steps after I’m officially appointed as the administrator of a parent’s estate? – North Carolina Short Answer In North Carolina, once a Clerk of Superior Court appoints an administrator and issues Letters of Administration, the administrator’s next steps usually include securing estate property, opening an estate bank account, collecting date-of-death account…

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Probate Q&A Series ·

If I co-owned inherited vehicles with my relative and my relative died, do I automatically get full ownership or do I have to buy out the estate or other beneficiaries? NC

If I co-owned inherited vehicles with my relative and my relative died, do I automatically get full ownership or do I have to buy out the estate or other beneficiaries? – North Carolina Short Answer In North Carolina, it depends on how the vehicles are titled. If the title shows co-ownership with right of survivorship,…

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Attorney Jared Pierce
Attorney Jared Pierce
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