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…

How can I obtain a complete copy of the trust and a full asset list if I was only given a basic document without attachments? NC

How can I obtain a complete copy of the trust and a full asset list if I was only given a basic document without attachments? – North Carolina Short Answer In North Carolina, a qualified trust beneficiary can usually demand a copy of the trust instrument and reasonably complete, accurate information about the nature and…

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…

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…

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…