Probate Q&A Series

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Probate Q&A Series ·

What documents can I get from the insurance company to prove the automatic withdrawals were for the decedent’s property insurance? NC

What documents can I get from the insurance company to prove the automatic withdrawals were for the decedent’s property insurance? – North Carolina Short Answer In North Carolina estate administration, the most useful proof usually comes from the insurer’s own records tying the bank draft to a specific property policy and address. Common documents include…

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Probate Q&A Series ·

If another relative handled the estate, how can I confirm what assets were in the estate and whether anything was distributed to heirs? NC

If another relative handled the estate, how can I confirm what assets were in the estate and whether anything was distributed to heirs? – North Carolina Short Answer In North Carolina, the fastest way to confirm what was in an estate and whether heirs received distributions is to get the estate file from the Clerk…

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Probate Q&A Series ·

If the death certificate can’t be corrected quickly, are there other ways to prove marital status for survivor benefits? NC

If the death certificate can’t be corrected quickly, are there other ways to prove marital status for survivor benefits? – North Carolina Short Answer Yes. In North Carolina, a death certificate is commonly requested for survivor benefits, but it is not the only way to prove a legal marriage when the marital-status box is wrong.…

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Probate Q&A Series ·

Can an estate representative close both the decedent’s account and the estate account, and what paperwork is usually required? NC

Can an estate representative close both the decedent’s account and the estate account, and what paperwork is usually required? – North Carolina Short Answer In North Carolina, the personal representative (executor or administrator) generally has authority to collect the decedent’s assets, which usually includes working with a bank to close a decedent’s sole-owned account and…

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Probate Q&A Series ·

Can an estate pay a creditor directly after a collection agency stops handling the file, and how should that payment be documented? NC

Can an estate pay a creditor directly after a collection agency stops handling the file, and how should that payment be documented? – North Carolina Short Answer Yes. In North Carolina, if a collection agency says the creditor has recalled the account, the estate can usually deal with (and pay) the original creditor directly, as…

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Probate Q&A Series ·

What can I do if a financial institution won’t release estate account statements or tax forms to anyone except the named administrator? NC

What can I do if a financial institution won’t release estate account statements or tax forms to anyone except the named administrator? – North Carolina Short Answer In North Carolina, a financial institution will usually only release estate-account statements and tax forms to the court-appointed personal representative (the “administrator” or “executor”) unless that personal representative…

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Probate Q&A Series ·

What kinds of property and accounts can be included in a year’s allowance, and what happens if the total value is over the limit? NC

What kinds of property and accounts can be included in a year’s allowance, and what happens if the total value is over the limit? – North Carolina Short Answer In North Carolina, a spouse’s year’s allowance is generally satisfied from the deceased person’s personal property (not real estate), such as cash, bank accounts, vehicles, and…

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Probate Q&A Series ·

What happens if I refuse to cash a distribution check because I disagree with how the estate was handled—can the estate still be closed? NC

What happens if I refuse to cash a distribution check because I disagree with how the estate was handled—can the estate still be closed? – North Carolina Short Answer In North Carolina, a beneficiary refusing to cash a distribution check does not automatically stop the personal representative from trying to close the estate. To close…

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Probate Q&A Series ·

How do I access or transfer a certificate of deposit after the account owner dies if there is no payable-on-death beneficiary listed? NC

How do I access or transfer a certificate of deposit after the account owner dies if there is no payable-on-death beneficiary listed? – North Carolina Short Answer In North Carolina, if a certificate of deposit (CD) has no payable-on-death (POD) beneficiary and no surviving joint owner with survivorship rights, the CD usually becomes part of…

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Probate Q&A Series ·

Can a lawyer contact a retirement plan or bank on my behalf to get balances and paperwork, and what authorizations do I need to sign? NC

Can a lawyer contact a retirement plan or bank on my behalf to get balances and paperwork, and what authorizations do I need to sign? – North Carolina Short Answer Yes. In North Carolina, a probate lawyer can contact banks and retirement plan administrators to request date-of-death balances, beneficiary information, and account paperwork, but most…

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Probate Q&A Series ·

How can I challenge an estate administrator who sold estate vehicles for too little and won’t explain the pricing? NC

How can I challenge an estate administrator who sold estate vehicles for too little and won’t explain the pricing? – North Carolina Short Answer In North Carolina, a beneficiary can challenge an estate administrator’s low-priced vehicle sale by asking the Clerk of Superior Court (the estate court) to require a fuller report and accounting, and—if…

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Attorney Jared Pierce
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