Is there a deadline to contest the estate administration and beneficiary designations on insurance or retirement accounts, and what evidence should I gather? NC

Is there a deadline to contest the estate administration and beneficiary designations on insurance or retirement accounts, and what evidence should I gather? – North Carolina Short Answer Yes—deadlines can apply, and they depend on what is being challenged. In North Carolina, some estate-related challenges have short filing windows that can run from the date…

If our application has inconsistent net worth figures, how do we correct and resubmit it so processing continues? NC

If our application has inconsistent net worth figures, how do we correct and resubmit it so processing continues? – North Carolina Short Answer In North Carolina estate administration, the “values” listed early in the process are usually estimates, but they still need to be internally consistent and match what the form is asking for. When…

What happens if a prior deed mixes joint tenancy with tenants‑in‑common language and unclear fractional interests—do we need a court order to clear title? NC

What happens if a prior deed mixes joint tenancy with tenants‑in‑common language and unclear fractional interests—do we need a court order to clear title? – North Carolina Short Answer Sometimes, yes. In North Carolina, when a prior deed uses conflicting co-ownership language (survivorship vs. tenants in common) or unclear fractional interests, a title company may…

Can I file something myself to remove a paid creditor claim from the estate case if the creditor won’t respond? NC

Can I file something myself to remove a paid creditor claim from the estate case if the creditor won’t respond? – North Carolina Short Answer Sometimes. In North Carolina, a creditor claim is usually handled by the personal representative (not the creditor) through the estate administration file with the Clerk of Superior Court. If the…

Does filing a small‑estate affidavit help in a situation with few assets and significant medical or credit card debt, or will creditors just take whatever is recovered?

Does filing a small‑estate affidavit help in a situation with few assets and significant medical or credit card debt, or will creditors just take whatever is recovered? – North Carolina Short Answer In North Carolina, a small-estate affidavit (often called “collection of personal property by affidavit”) can still help because it is a faster, simpler…