What documents does an estate administrator typically need to provide to access and close estate accounts? nc

What documents does an estate administrator typically need to provide to access and close estate accounts? – North Carolina Short Answer In North Carolina, a financial institution will usually require (1) proof of death and (2) proof of the administrator’s authority from the Clerk of Superior Court before it will allow access to a decedent-owned…

As the executor and beneficiary, how do I recover property that was taken before my parent died and bring it back into the estate? nc

As the executor and beneficiary, how do I recover property that was taken before my parent died and bring it back into the estate? – North Carolina Short Answer In North Carolina, the executor (personal representative) can often seek to recover property that belongs to the estate by filing an action to recover the decedent’s…

Can a prior equitable distribution consent order be treated like a creditor claim against the estate, and can the surviving spouse waive or satisfy it? nc

Can a prior equitable distribution consent order be treated like a creditor claim against the estate, and can the surviving spouse waive or satisfy it? – North Carolina Short Answer In North Carolina, a spouse’s equitable distribution (ED) rights can survive a spouse’s death, and ED obligations can be handled through the estate claims process…

How can I avoid mistakes when dealing with estate assets and debts during probate? – nc

How can I avoid mistakes when dealing with estate assets and debts during probate? – North Carolina Short Answer In North Carolina probate, most costly mistakes happen when a personal representative (executor/administrator) mixes estate money with personal money, pays the wrong bills too early, or distributes assets before the creditor-claim window and required filings are…

How do I confirm whether the estate’s claim rejection letter was received and processed for the accounts? nc

How do I confirm whether the estate’s claim rejection letter was received and processed for the accounts? – North Carolina Short Answer In North Carolina, confirming receipt and processing of an estate claim rejection letter usually requires two tracks: (1) proof the letter was delivered to the claimant (or the claimant’s correct address/department), and (2)…

How can I escalate an unreturned estate document request when the bank says the department is internal only? nc

How can I escalate an unreturned estate document request when the bank says the department is internal only? – North Carolina Short Answer In North Carolina, escalation usually works best when the request is reframed as a formal, written demand from the estate’s court-appointed personal representative (or the personal representative’s attorney) and sent through the…

How do I force the estate to provide an accounting and proof of where the sale proceeds are being kept? nc

How do I force the estate to provide an accounting and proof of where the sale proceeds are being kept? – North Carolina Short Answer In North Carolina, the personal representative (executor/administrator) must file estate inventories and accountings with the Clerk of Superior Court, and those filings should show what was sold, what money came…