Probate Q&A Series

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Probate Q&A Series ·

If the death certificate isn’t corrected before the hearing, what will the court do and how could that affect my eligibility? NC

If the death certificate isn’t corrected before the hearing, what will the court do and how could that affect my eligibility? – North Carolina Short Answer In North Carolina probate, the Clerk of Superior Court often can move forward without a corrected death certificate if there is other reliable proof of death and the decedent’s…

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Probate Q&A Series ·

What happens if the will was meant to move any remaining assets into the trust but everything already seems to be titled in the trust—do we still need probate? NC

What happens if the will was meant to move any remaining assets into the trust but everything already seems to be titled in the trust—do we still need probate? – North Carolina Short Answer In North Carolina, a fully funded revocable trust often avoids a full probate administration because the trust (not the individual) owns…

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Probate Q&A Series ·

Does the fact that our adult children were beneficiaries on other accounts or life insurance affect my ability to claim anything else? NC

Does the fact that our adult children were beneficiaries on other accounts or life insurance affect my ability to claim anything else? – North Carolina Short Answer Usually, no. In North Carolina, accounts and life insurance with named beneficiaries often pass outside the probate estate, so those designations do not automatically prevent a surviving spouse…

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Probate Q&A Series ·

What documents does a financial institution usually require from an estate administrator to release remaining funds and close the account? NC

What documents does a financial institution usually require from an estate administrator to release remaining funds and close the account? – North Carolina Short Answer In North Carolina, a bank or brokerage usually requires proof that the estate administrator (personal representative) has authority to act, plus basic death-and-identity documentation, before it will release remaining funds…

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Probate Q&A Series ·

What can I do if a co-owner heir is trying to block other heirs from entering the inherited home or picking up their personal belongings? – NC

What can I do if a co-owner heir is trying to block other heirs from entering the inherited home or picking up their personal belongings? – North Carolina Short Answer In North Carolina, an heir who co-owns inherited real estate generally cannot use “self-help” to permanently exclude other co-owner heirs from access, especially when estate…

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Probate Q&A Series ·

What can I do if the estate administrator keeps getting extensions and won’t file the inventory, and does that delay impact a year’s allowance hearing? NC

What can I do if the estate administrator keeps getting extensions and won’t file the inventory, and does that delay impact a year’s allowance hearing? – North Carolina Short Answer In North Carolina, a personal representative (including an administrator) must file the estate inventory with the Clerk of Superior Court within three months after qualification…

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Probate Q&A Series ·

Once the creditor period ends and taxes are handled, what steps remain before the estate can be closed and distributions made? NC

Once the creditor period ends and taxes are handled, what steps remain before the estate can be closed and distributions made? – North Carolina Short Answer In North Carolina, an estate usually cannot close and make final distributions until the personal representative has collected all estate assets, paid (or set aside funds to pay) all…

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Probate Q&A Series ·

How do we handle a mortgaged inherited house when one beneficiary wants to keep it and the executor wants to be bought out? NC

How do we handle a mortgaged inherited house when one beneficiary wants to keep it and the executor wants to be bought out? – North Carolina Short Answer In North Carolina, an inherited house can usually be kept by one beneficiary if that beneficiary (1) deals with the mortgage (typically by refinancing or otherwise arranging…

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Probate Q&A Series ·

How do we get the remaining cash balance processed after liquidating stock in an estate account so we can close the accounts? NC

How do we get the remaining cash balance processed after liquidating stock in an estate account so we can close the accounts? – North Carolina Short Answer In North Carolina estate administration, the remaining cash in an estate investment or estate checking account usually gets “processed” by treating it as an estate asset that must…

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Probate Q&A Series ·

How can I verify and resolve a possible unpaid bill for a home improvement installed before death if we do not know the contractor or have the paperwork? NC

How can I verify and resolve a possible unpaid bill for a home improvement installed before death if we do not know the contractor or have the paperwork? – North Carolina Short Answer In North Carolina, the personal representative can (and usually should) treat this as a potential creditor issue: investigate whether anyone is actually…

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Probate Q&A Series ·

Can I get reimbursed for cremation and related expenses when there isn’t enough money in the estate, and how do priority rules affect that? NC

Can I get reimbursed for cremation and related expenses when there isn’t enough money in the estate, and how do priority rules affect that? – North Carolina Short Answer In North Carolina, cremation and other funeral charges can be valid claims against the estate, and the estate is generally the primary source for paying them.…

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Attorney Jared Pierce
Attorney Jared Pierce
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