How can I ensure the life insurance company processes my mother’s death benefit claim? – North Carolina Short Answer In North Carolina, life insurance that names a beneficiary pays directly to that person and is not part of probate. To move the claim forward, send the insurer a complete claim package (their claim form, a…
What steps do I take if the estate inventory was filed incorrectly by the fiduciary? – North Carolina Short Answer In North Carolina, if an estate inventory is wrong or misleading, the personal representative must correct it by filing a supplemental inventory with the Clerk of Superior Court. If the fiduciary will not fix it,…
How do I set up a Transfer to Minors Act trust for my minor sibling’s inheritance? – North Carolina Short Answer In North Carolina, you generally use the Uniform Transfers to Minors Act (UTMA) to transfer a minor’s inheritance to a custodian, not a formal trust. A personal representative can ask the Clerk of Superior…
Can I replace the current estate trustee with a parent or another guardian? – North Carolina Short Answer Yes—under North Carolina law you can ask the Clerk of Superior Court to remove and replace the current fiduciary (executor/administrator, trustee, or UTMA custodian) for cause. Common grounds include serious mismanagement, failure to file accurate inventories or…
What information and forms are required to file a family history affidavit in probate? – North Carolina Short Answer In North Carolina, there is no single statewide form titled “Family History Affidavit,” but clerks commonly require a notarized, sworn statement that identifies the decedent’s heirs and family relationships. Expect to provide the decedent’s identifying details,…
How do I enforce my right to an equal share of sale proceeds from the pre-marriage property? – North Carolina Short Answer In North Carolina, you first need a probate file opened and a personal representative (PR) appointed so the estate can legally secure and sell real property and distribute proceeds. If the named executor…
Can my stepbrother legally block me from entering estate property or taking my father’s vehicle? – North Carolina Short Answer In North Carolina, no one has authority to control estate assets until the Clerk of Superior Court issues “letters” appointing a personal representative. An unqualified “apparent executor” cannot bar co-owners from real property or authorize…
How can I record my stepmother’s will if the original isn’t found? – North Carolina Short Answer In North Carolina, you can ask the Clerk of Superior Court to admit a copy of a missing will to probate. You must show, with clear and convincing evidence, that the will was properly executed, what it said,…
How do I move probate forward when step-siblings are disputing control? – North Carolina Short Answer In North Carolina, you do not have to wait indefinitely for a named executor to act. If the executor has not applied to probate the will within 60 days, any devisee or other interested person can apply after giving…
Can I account for items my spouse gave away shortly before passing? – North Carolina Short Answer Usually no. The North Carolina inventory lists only what the decedent owned at death. But if a near-death transfer was a gift made in contemplation of death, was intended to defeat creditors, or reduces a surviving spouse’s elective…
