Probate Q&A Series

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Probate Q&A Series ·

What does the probate process usually look like for a small estate when some key documents are coming from another country? NC

What does the probate process usually look like for a small estate when some key documents are coming from another country? – North Carolina Short Answer In North Carolina, a “small estate” often can be handled through an abbreviated clerk-of-court process instead of a full probate administration, but the Clerk of Superior Court still must…

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Probate Q&A Series ·

How do I get missing bank statements for a decedent’s account and an estate account so I can complete the estate’s records and taxes? NC

How do I get missing bank statements for a decedent’s account and an estate account so I can complete the estate’s records and taxes? – North Carolina Short Answer In North Carolina, the person with legal authority to act for the estate (the personal representative) can usually obtain missing bank statements and year-end tax reporting…

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Probate Q&A Series ·

What happens if the home was co-owned with another parent who is also deceased—who inherits the property and how is it transferred? NC

What happens if the home was co-owned with another parent who is also deceased—who inherits the property and how is it transferred? – North Carolina Short Answer In North Carolina, who inherits a co-owned home after both co-owners have died depends first on how the deed was titled (for example, “tenants by the entirety,” “joint…

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Probate Q&A Series ·

What happens in probate if we can’t confirm whether a bank account passes outside the estate through survivorship? NC

What happens in probate if we can’t confirm whether a bank account passes outside the estate through survivorship? – North Carolina Short Answer In North Carolina probate, if the estate cannot confirm that a bank account has a valid right of survivorship, the personal representative typically treats the account as a potential estate asset until…

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Probate Q&A Series ·

How do I properly repay an inheritance advance from estate funds during probate? NC

How do I properly repay an inheritance advance from estate funds during probate? – North Carolina Short Answer In North Carolina probate, an inheritance advance is usually handled as a beneficiary’s assignment (or direction) to send part of that beneficiary’s eventual distribution to the advance company. The personal representative (or the estate’s attorney acting for…

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Probate Q&A Series ·

How do I track down my parent’s life insurance, bank accounts, and vehicles when I don’t have access to the records? NC

How do I track down my parent’s life insurance, bank accounts, and vehicles when I don’t have access to the records? – North Carolina Short Answer In North Carolina, the cleanest way to track down a deceased parent’s assets is usually through the probate file and the personal representative’s required inventory and accountings filed with…

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Probate Q&A Series ·

Do I need to fill out the estate property list on the application for letters of administration before I sign it? NC

Do I need to fill out the estate property list on the application for letters of administration before I sign it? – North Carolina Short Answer In North Carolina, the application for letters of administration typically includes a “preliminary inventory” section that is meant to be completed before the application is signed and notarized. The…

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Probate Q&A Series ·

How do I file a creditor claim against my ex-spouse’s estate for unpaid support and reimbursements owed under our divorce agreement? NC

How do I file a creditor claim against my ex-spouse’s estate for unpaid support and reimbursements owed under our divorce agreement? – North Carolina Short Answer In North Carolina, a former spouse can usually pursue unpaid support or reimbursement obligations as a creditor claim in the decedent’s estate. The claim must be presented in writing…

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Probate Q&A Series ·

How do I close a deceased person’s financial account and make sure the remaining balance is fully paid out to the estate? NC

How do I close a deceased person’s financial account and make sure the remaining balance is fully paid out to the estate? – North Carolina Short Answer In North Carolina, a financial institution will usually close a decedent-owned account and release the remaining balance to the estate only after it receives proof of death and…

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Attorney Jared Pierce
Attorney Jared Pierce
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