Do funeral or cremation costs get reimbursed before other debts, and what proof do I need? NC

Do funeral or cremation costs get reimbursed before other debts, and what proof do I need? – North Carolina Short Answer In North Carolina, a decedent’s estate generally pays valid estate expenses and claims in a set order of priority. Reasonable funeral/cremation expenses are a high-priority category, but they are not first—estate administration costs come…

How do I access or transfer funds from a bank account that has no beneficiary when my spouse died without a will and the bank won’t give me information? NC

How do I access or transfer funds from a bank account that has no beneficiary when my spouse died without a will and the bank won’t give me information? – North Carolina Short Answer In North Carolina, a bank account that was only in a deceased spouse’s name and has no payable-on-death (beneficiary) designation is…

If the home was deeded to both spouses with survivorship, is it outside the estate, and how do we update the tax records and proceed with a sale? – NC

If the home was deeded to both spouses with survivorship, is it outside the estate, and how do we update the tax records and proceed with a sale? – North Carolina Short Answer Often yes. In North Carolina, if spouses held the home with a survivorship form of ownership (most commonly tenancy by the entirety),…

Do I need to do anything special with our joint bank accounts, such as closing them or notifying the bank, after my spouse’s death? – NC

Do I need to do anything special with our joint bank accounts, such as closing them or notifying the bank, after my spouse’s death? – North Carolina Short Answer In North Carolina, a true joint account with a clear right of survivorship usually belongs to the surviving joint owner at death, so it often does…

What rights does a long‑term, unmarried partner have to remain in the home and continue using jointly titled property when the other partner dies without a will? – NC

What rights does a long‑term, unmarried partner have to remain in the home and continue using jointly titled property when the other partner dies without a will? – North Carolina Short Answer In North Carolina, an unmarried partner generally does not inherit anything when the other partner dies without a will. Whether the surviving partner…

Can my attorney sign and file the year’s allowance petition for me if I am abroad, and what proof of authority is required? – NC

Can my attorney sign and file the year’s allowance petition for me if I am abroad, and what proof of authority is required? – North Carolina Short Answer In North Carolina, a surviving spouse’s claim for a year’s allowance generally must be filed by the surviving spouse or by the spouse’s agent under a durable…

Who is allowed to request estate account records — the personal representative, the attorney, or heirs? – NC

Who is allowed to request estate account records — the personal representative, the attorney, or heirs? – North Carolina Short Answer In North Carolina, the person with clear legal authority to request estate bank account records is the court-appointed personal representative (executor or administrator) acting under issued Letters. The personal representative’s attorney can usually request…

How can I clear title and sell a house co-owned with a deceased relative when I can’t find all of that relative’s heirs? – NC

How can I clear title and sell a house co-owned with a deceased relative when I can’t find all of that relative’s heirs? – North Carolina Short Answer In North Carolina, clearing title to sell a house that was co-owned with a deceased relative usually requires a court-supervised probate or real-property special proceeding that brings…