Do I need to do anything special with our joint bank accounts, such as closing them or notifying the bank, after my spouse’s death? – NC

Do I need to do anything special with our joint bank accounts, such as closing them or notifying the bank, after my spouse’s death? – North Carolina Short Answer In North Carolina, a true joint account with a clear right of survivorship usually belongs to the surviving joint owner at death, so it often does…

What rights does a long‑term, unmarried partner have to remain in the home and continue using jointly titled property when the other partner dies without a will? – NC

What rights does a long‑term, unmarried partner have to remain in the home and continue using jointly titled property when the other partner dies without a will? – North Carolina Short Answer In North Carolina, an unmarried partner generally does not inherit anything when the other partner dies without a will. Whether the surviving partner…

Can my attorney sign and file the year’s allowance petition for me if I am abroad, and what proof of authority is required? – NC

Can my attorney sign and file the year’s allowance petition for me if I am abroad, and what proof of authority is required? – North Carolina Short Answer In North Carolina, a surviving spouse’s claim for a year’s allowance generally must be filed by the surviving spouse or by the spouse’s agent under a durable…

Who is allowed to request estate account records — the personal representative, the attorney, or heirs? – NC

Who is allowed to request estate account records — the personal representative, the attorney, or heirs? – North Carolina Short Answer In North Carolina, the person with clear legal authority to request estate bank account records is the court-appointed personal representative (executor or administrator) acting under issued Letters. The personal representative’s attorney can usually request…

How can I clear title and sell a house co-owned with a deceased relative when I can’t find all of that relative’s heirs? – NC

How can I clear title and sell a house co-owned with a deceased relative when I can’t find all of that relative’s heirs? – North Carolina Short Answer In North Carolina, clearing title to sell a house that was co-owned with a deceased relative usually requires a court-supervised probate or real-property special proceeding that brings…

How do I verify that the organization asking about the estate is legitimate before sharing any details? – NC

How do I verify that the organization asking about the estate is legitimate before sharing any details? – North Carolina Short Answer Under North Carolina probate practice, a personal representative should confirm both the identity and legal interest of any organization before sharing estate information. This usually means independently verifying the agency’s name and contact…