Pierce Law Group | Estate Administration Lawyers North Carolina
North Carolina Probate and Estate Administration Lawyers
Probate Q&A Series

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Probate Q&A Series ·

What should I do if my notice-to-creditors affidavit was rejected because the mailing address didn’t match my personal address? NC

What should I do if my notice-to-creditors affidavit was rejected because the mailing address didn’t match my personal address? – North Carolina Short Answer In North Carolina estate administration, the notice to creditors must include a valid mailing address where claims should be sent, and the Clerk of Superior Court often expects the affidavit to…

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Probate Q&A Series ·

If I sell estate real estate to an heir for more than the mortgage payoff to cover estate costs, is that allowed as long as it’s properly documented? NC

If I sell estate real estate to an heir for more than the mortgage payoff to cover estate costs, is that allowed as long as it’s properly documented? – North Carolina Short Answer Yes—under North Carolina probate practice, estate real estate can be sold to an heir for more than the mortgage payoff, and the…

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Probate Q&A Series ·

Can I challenge transactions an agent made under a power of attorney before death if they closed accounts, changed beneficiaries, or retitled property? NC

Can I challenge transactions an agent made under a power of attorney before death if they closed accounts, changed beneficiaries, or retitled property? – North Carolina Short Answer Yes. In North Carolina, transactions an agent made under a power of attorney (POA) before the principal’s death can be challenged if the agent exceeded the POA’s…

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Probate Q&A Series ·

Can a reverse mortgage be paused while I prepare for a sale, and what proof does the reverse mortgage company need that a sale is in progress? NC

Can a reverse mortgage be paused while I prepare for a sale, and what proof does the reverse mortgage company need that a sale is in progress? – North Carolina Short Answer Under North Carolina law, a reverse mortgage typically becomes due after the borrower dies and the home is no longer the principal residence…

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Probate Q&A Series ·

What documents will the bank require to close a deceased person’s accounts and move the money into an estate account?

What documents will the bank require to close a deceased person’s accounts and move the money into an estate account? – North Carolina Short Answer In North Carolina, a bank usually requires (1) a certified death certificate and (2) proof of the personal representative’s authority, typically certified Letters Testamentary (executor) or Letters of Administration (administrator),…

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Probate Q&A Series ·

What documents or DNA evidence do I need to establish paternity for inheritance, and who covers the cost?

What documents or DNA evidence do I need to establish paternity for inheritance, and who covers the cost? – North Carolina Short Answer In North Carolina, paternity for inheritance is usually proven with a prior court order establishing paternity, a written acknowledgment of paternity that was properly signed and filed during the father’s lifetime, or…

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Probate Q&A Series ·

How do I get credit card statements and account records from a financial institution when I’m the trustee but they keep asking for a court authorization letter? NC

How do I get credit card statements and account records from a financial institution when I’m the trustee but they keep asking for a court authorization letter? – North Carolina Short Answer In North Carolina, a trustee usually gets trust-related account records by giving the financial institution written proof of authority, such as a certification…

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