Can relatives be paid from an estate for helping a parent if they never kept records or asked for payment while the parent was alive? NC

Can relatives be paid from an estate for helping a parent if they never kept records or asked for payment while the parent was alive? – NC Short Answer Usually not without solid proof. Under North Carolina law, a relative who seeks payment from a deceased parent’s estate for caregiving must show that the parent…

What happens if a beneficiary refuses to participate in a trust or estate administration? NC

What happens if a beneficiary refuses to participate in a trust or estate administration? – NC Short Answer In North Carolina, a trust or estate administration usually does not stop just because one beneficiary refuses to answer calls, emails, or otherwise participate. The executor or trustee still must follow the governing document, give required notices,…

What documents do I need to complete an estate accounting as a personal representative? NC

What documents do I need to complete an estate accounting as a personal representative? – NC Short Answer In North Carolina, a personal representative usually needs the estate inventory, the prior account if one was already filed, bank records for the estate account, receipts and disbursement records, proof of distributions, and supporting vouchers for each…

What documents does an estate need to provide when filing an insurance claim for a deceased person’s treatment bills? – NC

What documents does an estate need to provide when filing an insurance claim for a deceased person’s treatment bills? – NC Short Answer In North Carolina, an estate usually must show both who has authority to act and what medical charges are being claimed. That commonly means providing the death certificate, letters testamentary or letters…

Can an estate submit medical bills to an insurance company after the policyholder has passed away? NC

Can an estate submit medical bills to an insurance company after the policyholder has passed away? – NC Short Answer Yes. In North Carolina, a duly appointed personal representative may usually act for the decedent’s estate and pursue insurance-related claims or reimbursements that belonged to the decedent at death. The insurer will often require proof…

What happens if an insurance claim form appears to require the deceased policyholder’s signature or information? NC

What happens if an insurance claim form appears to require the deceased policyholder’s signature or information? – NC Short Answer In North Carolina, a deceased policyholder cannot sign a claim form, so the estate usually acts through the duly appointed personal representative instead. If the insurer is paying benefits that belong to the estate, the…