Probate Q&A Series

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Probate Q&A Series ·

Can I access the probate accounting from my grandmother’s estate to verify the inheritance owed to my father? – NC

Can I access the probate accounting from my grandmother’s estate to verify the inheritance owed to my father? – North Carolina Short Answer Sometimes. In North Carolina, the estate’s inventory and accountings are filed with (and reviewed by) the Clerk of Superior Court, and heirs and other “interested persons” commonly can review what has been…

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Probate Q&A Series ·

What steps should I take to ensure fair distribution and proper representation in this estate administration? NC

What steps should I take to ensure fair distribution and proper representation in this estate administration? – North Carolina Short Answer In North Carolina, fair distribution in an intestate estate mainly depends on identifying the correct legal heirs and making sure the personal representative (administrator) follows the rules for inventories, creditor notices, accountings, and distributions…

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Probate Q&A Series ·

Can I request a hospital to update or settle outstanding medical bills in an estate administration? – NC

Can I request a hospital to update or settle outstanding medical bills in an estate administration? – North Carolina Short Answer Yes. In North Carolina estate administration, the personal representative (executor or administrator) can contact a hospital or other healthcare provider to verify, dispute, and arrange payment of a deceased person’s outstanding medical bills, as…

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Probate Q&A Series ·

How can I defend against my sibling’s petition to remove me as personal representative? – NC

How can I defend against my sibling’s petition to remove me as personal representative? – North Carolina Short Answer In North Carolina, a Clerk of Superior Court can remove (revoke the “letters” of) a personal representative only if a statutory ground exists—such as disqualification, fraud/mistake in the appointment, a fiduciary breach through default or misconduct,…

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Probate Q&A Series ·

How do I plan for a possible guardianship or conservatorship of my mother and establish a backup decision-maker? – NC

How do I plan for a possible guardianship or conservatorship of my mother and establish a backup decision-maker? – North Carolina Short Answer In North Carolina, planning usually starts with documents that name decision-makers now (like a durable financial power of attorney and a health care power of attorney) and that also nominate a preferred…

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Probate Q&A Series ·

If the will is set aside, what happens to a deed that granted the partner a life estate with the remainder going to the partner’s grandchild and the decedent’s child? NC

If the will is set aside, what happens to a deed that granted the partner a life estate with the remainder going to the partner’s grandchild and the decedent’s child? – North Carolina Short Answer In North Carolina, setting aside a will (through a successful caveat) usually changes who inherits through the estate, but it…

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Probate Q&A Series ·

Can I require the executor to file the will for probate and provide a full inventory and accounting? NC

Can I require the executor to file the will for probate and provide a full inventory and accounting? – North Carolina Short Answer Yes. In North Carolina, the Clerk of Superior Court oversees estate administration and can require an executor (personal representative) to file required probate paperwork, including an inventory and accountings. If an executor…

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Probate Q&A Series ·

How do I locate and claim any beneficiary-designated assets like life insurance or POD accounts? – NC

How do I locate and claim any beneficiary-designated assets like life insurance or POD accounts? – North Carolina Short Answer In North Carolina, many “beneficiary-designated” assets—like life insurance, payable-on-death (POD) bank accounts, and transfer-on-death (TOD) securities—usually pass directly to the named beneficiary and do not go through probate. Locating and claiming them often requires identifying…

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Attorney Jared Pierce
Attorney Jared Pierce
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