How can I obtain the trust account and estate account statements needed for probate accounting? – NC

How can I obtain the trust account and estate account statements needed for probate accounting? – North Carolina Short Answer In North Carolina, the usual way to get the statements needed for a probate accounting is to have the personal representative request them directly from each bank or financial institution using certified Letters Testamentary/Letters of…

What steps do I need to request the court to appoint me as the successor personal representative? – NC

What steps do I need to request the court to appoint me as the successor personal representative? – North Carolina Short Answer In North Carolina, a successor personal representative is typically appointed by the Clerk of Superior Court in the estate file after the current personal representative’s authority ends or is revoked. When the current…

As the administrator, can I file a lawsuit or special proceeding to force my relative to account for and return assets and records? – NC

As the administrator, can I file a lawsuit or special proceeding to force my relative to account for and return assets and records? – North Carolina Short Answer Yes. In North Carolina, an estate administrator (personal representative) can bring an estate proceeding before the Clerk of Superior Court to examine a person who is reasonably…

What steps do I need to take to sell inherited real estate with a mortgage during probate, and do we have to wait until the creditor notice period ends? NC

What steps do I need to take to sell inherited real estate with a mortgage during probate, and do we have to wait until the creditor notice period ends? – North Carolina Short Answer In North Carolina, an administrator can usually move forward with a probate sale of inherited real estate (even if it has…

Do we need court appointment papers or other probate documents before any due diligence funds can be released? NC

Do we need court appointment papers or other probate documents before any due diligence funds can be released? – North Carolina Short Answer Usually, yes. In North Carolina, a closing attorney will typically require proof that someone has legal authority to act for the estate (most often “Letters Testamentary” or “Letters of Administration”) before releasing…