Probate Q&A Series

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Probate Q&A Series ·

If I was listed on a bank account with my parent, what happens to that money after my parent’s death, and can someone move it out of the joint account? NC

If I was listed on a bank account with my parent, what happens to that money after my parent’s death, and can someone move it out of the joint account? – North Carolina Short Answer In North Carolina, what happens to a joint bank account after a parent’s death usually depends on whether the account…

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Probate Q&A Series ·

Do I need to open a probate case to handle a checking account, retirement assets, and property transfers? NC

Do I need to open a probate case to handle a checking account, retirement assets, and property transfers? – North Carolina Short Answer In North Carolina, probate is often needed to access and transfer assets that are titled only in the deceased spouse’s name—especially a checking account and real estate—because banks and the Register of…

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Probate Q&A Series ·

How far back can I request account statements for a deceased person when administering an estate? NC

How far back can I request account statements for a deceased person when administering an estate? – North Carolina Short Answer In North Carolina estate administration, there is usually no single statewide “lookback limit” that caps how far back a personal representative can request a deceased person’s bank statements. In practice, the request is driven…

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Probate Q&A Series ·

What happens if I move out of state before the probate paperwork is finished—can I still serve as the person in charge? NC

What happens if I move out of state before the probate paperwork is finished—can I still serve as the person in charge? – North Carolina Short Answer Often, yes. In North Carolina, a person can usually continue serving as the estate’s court-appointed personal representative (the “person in charge”) even after moving out of state, but…

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Probate Q&A Series ·

How do I follow up and document communications with an employer so the estate process keeps moving? NC

How do I follow up and document communications with an employer so the estate process keeps moving? – North Carolina Short Answer In North Carolina, the cleanest way to keep an employer moving on final pay and benefits is to communicate in writing, attach the estate’s authority documents (usually Letters Testamentary or Letters of Administration),…

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Probate Q&A Series ·

What documents and information should I gather before talking to a probate attorney about an out-of-state estate? NC

What documents and information should I gather before talking to a probate attorney about an out-of-state estate? – North Carolina Short Answer Before speaking with a North Carolina probate attorney about an out-of-state estate, gather the death certificate, any will or trust documents, and proof of who has authority in the other state (letters testamentary/letters…

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Probate Q&A Series ·

How can we get information from an investment firm about the deceased person’s accounts during an estate process? NC

How can we get information from an investment firm about the deceased person’s accounts during an estate process? – North Carolina Short Answer In North Carolina, an investment firm will usually release account details only to the court-appointed personal representative (executor/administrator) after the firm receives proof of death and proof of authority, such as certified…

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Probate Q&A Series ·

How can I protect myself as the personal representative when selling estate property so other heirs or creditors can’t accuse me of selling it too cheap? NC

How can I protect myself as the personal representative when selling estate property so other heirs or creditors can’t accuse me of selling it too cheap? – North Carolina Short Answer In North Carolina, a personal representative can reduce “sold too cheap” accusations by using a documented, arms-length sale process and (when required) the court-supervised…

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