If a company owes the estate a refund for an overcharge, how can I compel payment and should that be pursued inside the probate case? NC

If a company owes the estate a refund for an overcharge, how can I compel payment and should that be pursued inside the probate case? – North Carolina Short Answer In North Carolina, an executor generally cannot “force” a company to pay a disputed refund through the probate file alone. Probate (before the Clerk of…

Do I need to file an inventory or interim accounting and adjust my executor bond based on the estate’s value? NC

Do I need to file an inventory or interim accounting and adjust my executor bond based on the estate’s value? – North Carolina Short Answer In North Carolina, a personal representative (executor) generally must file a 90-day inventory with the Clerk of Superior Court within three months after qualification, and then file accounts (annual and…

What steps can I take to demand advance distributions from the trust when facing a terminal illness? NC

What steps can I take to demand advance distributions from the trust when facing a terminal illness? – North Carolina Short Answer In North Carolina, the first steps usually involve (1) getting and reviewing the trust document, (2) making a detailed written demand to the trustee for distributions allowed by the trust’s standards (often “health,…