Probate Q&A Series

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Probate Q&A Series ·

What can I do if someone who previously handled the trust’s finances won’t respond or won’t transfer the money they’re supposed to turn over? NC

What can I do if someone who previously handled the trust’s finances won’t respond or won’t transfer the money they’re supposed to turn over? – North Carolina Short Answer In North Carolina, a trustee can often force cooperation by making a written demand for trust records and property, then filing a trust proceeding with the…

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Probate Q&A Series ·

Can I remove a neighbor or caretaker who is asserting improper control over estate property? NC

Can I remove a neighbor or caretaker who is asserting improper control over estate property? – North Carolina Short Answer Yes—under North Carolina law, the person appointed as the estate’s personal representative (administrator) can ask the Clerk of Superior Court for orders that secure estate property and, in the right procedure, remove an occupant who…

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Probate Q&A Series ·

What can I do if Google keeps denying my request for a decedent’s digital assets despite letters testamentary? NC

What can I do if Google keeps denying my request for a decedent’s digital assets despite letters testamentary? – North Carolina Short Answer In North Carolina, letters testamentary alone may not be enough to make a company disclose a decedent’s Google Photos. North Carolina’s digital-assets law allows a personal representative to request disclosure, but it…

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Probate Q&A Series ·

What steps and documents are needed to be appointed as an out-of-state co-administrator, and can any of it be done remotely? – NC

What steps and documents are needed to be appointed as an out-of-state co-administrator, and can any of it be done remotely? – North Carolina Short Answer In North Carolina, an out-of-state person can often serve as a co-administrator, but qualification happens through the Clerk of Superior Court (the estate division) in the county where the…

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Probate Q&A Series ·

Do joint accounts and POD accounts belong on the estate inventory, and how do they affect beneficiary shares? – NC

Do joint accounts and POD accounts belong on the estate inventory, and how do they affect beneficiary shares? – North Carolina Short Answer In North Carolina, true joint accounts with right of survivorship and properly created payable-on-death (POD) accounts usually pass outside the will, so they generally do not increase what beneficiaries receive under the…

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Probate Q&A Series ·

How quickly can the court approve a temporary allowance or interim funds for my parent while the estate is pending? – NC

How quickly can the court approve a temporary allowance or interim funds for my parent while the estate is pending? – North Carolina Short Answer In North Carolina, a “year’s allowance” (often called a family allowance) is handled by the Clerk of Superior Court and can sometimes be approved quickly once a proper petition is…

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Probate Q&A Series ·

How do I schedule a court hearing for a year’s allowance when my spouse’s death certificate wrongly says they were divorced? NC

How do I schedule a court hearing for a year’s allowance when my spouse’s death certificate wrongly says they were divorced? – North Carolina Short Answer In North Carolina, a year’s allowance (often called a “year’s support”) is handled through the Clerk of Superior Court in the county where the estate is administered. If the…

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