Pierce Law Group | Estate Administration Lawyers North Carolina
North Carolina Probate and Estate Administration Lawyers
Probate Q&A Series

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Probate Q&A Series ·

Can I rent out the house while probate is pending to help cover the monthly payments, and how should the rent be handled with other heirs involved? NC

Can I rent out the house while probate is pending to help cover the monthly payments, and how should the rent be handled with other heirs involved? – North Carolina Short Answer In North Carolina, renting the house during probate is often possible, but the right person must sign the lease and collect rent. If…

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Probate Q&A Series ·

Can I recover the mortgage, HOA, and upkeep costs I’ve been paying from the other heirs’ share of the property? NC

Can I recover the mortgage, HOA, and upkeep costs I’ve been paying from the other heirs’ share of the property? – North Carolina Short Answer Often, yes—under North Carolina law, a person who pays necessary carrying costs on inherited real estate (like mortgage payments, HOA dues, insurance, taxes, and basic upkeep) may be able to…

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Probate Q&A Series ·

Can I challenge past transfers of inherited family land if I believe relatives moved the title around to keep me from inheriting? NC

Can I challenge past transfers of inherited family land if I believe relatives moved the title around to keep me from inheriting? – North Carolina Short Answer Yes. In North Carolina, past transfers of inherited family land can sometimes be challenged, but the right approach depends on why the title changed (estate sale, heir deed,…

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Probate Q&A Series ·

What happens if the mortgage is delinquent while the estate is still being administered and the lender starts foreclosure? NC

What happens if the mortgage is delinquent while the estate is still being administered and the lender starts foreclosure? – North Carolina Short Answer In North Carolina, a delinquent mortgage does not pause just because an estate is in probate. If the lender (or trustee) starts a power-of-sale foreclosure, the process usually moves through a…

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Probate Q&A Series ·

How do I get court permission to sell a deceased relative’s home when the estate needs the sale proceeds to pay expenses? NC

How do I get court permission to sell a deceased relative’s home when the estate needs the sale proceeds to pay expenses? – North Carolina Short Answer In North Carolina, when an estate needs to sell a deceased person’s home to pay expenses (like mortgage, utilities, and other estate bills), the personal representative usually must…

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Probate Q&A Series ·

If I pay the mortgage and utilities out of my own pocket to keep the property from going into foreclosure, can I be reimbursed from the estate after the sale? NC

If I pay the mortgage and utilities out of my own pocket to keep the property from going into foreclosure, can I be reimbursed from the estate after the sale? – North Carolina Short Answer Often, yes—under North Carolina probate practice, a personal representative (or other person acting to preserve estate property) can often seek…

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Probate Q&A Series ·

Can an estate representative request historical statements and transaction history from a transfer agent, and how far back can they go? NC

Can an estate representative request historical statements and transaction history from a transfer agent, and how far back can they go? – North Carolina Short Answer Yes. In North Carolina, a properly appointed personal representative generally has authority to request a decedent’s shareholder/transfer-agent account records as part of collecting and administering estate assets. How far…

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Probate Q&A Series ·

What documents do transfer agents usually require to release a deceased account holder’s records to the estate representative? NC

What documents do transfer agents usually require to release a deceased account holder’s records to the estate representative? – North Carolina Short Answer In North Carolina, transfer agents usually release a deceased shareholder’s account records only after receiving a written request plus proof that the requester has legal authority to act for the estate. In…

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Probate Q&A Series ·

What should we do if the other co-administrator filed paperwork in another state without telling us, and could that create legal problems for us? NC

What should we do if the other co-administrator filed paperwork in another state without telling us, and could that create legal problems for us? – North Carolina Short Answer In North Carolina, a co-administrator generally should not assume that an out-of-state filing is “wrong,” but it can create real practical and legal risks if it…

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Probate Q&A Series ·

How can we get legal access to a deceased person’s cell phone or digital accounts to locate estate information? NC

How can we get legal access to a deceased person’s cell phone or digital accounts to locate estate information? – North Carolina Short Answer In North Carolina, legal access to a deceased person’s digital accounts usually comes through the court-appointed personal representative (administrator or executor) using certified Letters of Administration or Letters Testamentary and a…

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Probate Q&A Series ·

Do unclaimed-property funds for a deceased person have to be deposited into an estate account, or can they go into my personal account? NC

Do unclaimed-property funds for a deceased person have to be deposited into an estate account, or can they go into my personal account? – North Carolina Short Answer In North Carolina, unclaimed-property funds issued in a deceased person’s name are generally estate assets that should be received and deposited by the estate’s personal representative into…

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Probate Q&A Series ·

If the unclaimed-property office sends multiple checks over time, how should those payments be handled in the estate administration? NC

If the unclaimed-property office sends multiple checks over time, how should those payments be handled in the estate administration? – North Carolina Short Answer In North Carolina, unclaimed-property checks made payable to a decedent are generally treated as estate assets that the personal representative must collect, deposit into the estate account, and report on the…

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Probate Q&A Series ·

What happens if the executor is not available—can someone else request the decedent’s account information? NC

What happens if the executor is not available—can someone else request the decedent’s account information? – North Carolina Short Answer In North Carolina, most banks and other financial institutions will not release a decedent’s account information to a family member just because that person is an heir. Typically, the institution will require authority from the…

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Attorney Jared Pierce
Attorney Jared Pierce
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