Probate Q&A Series

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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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Probate Q&A Series ·

How does a prenuptial agreement signed before marriage affect a surviving spouse’s right to a year’s allowance when most assets were acquired during the marriage? NC

How does a prenuptial agreement signed before marriage affect a surviving spouse’s right to a year’s allowance when most assets were acquired during the marriage? – North Carolina Short Answer In North Carolina, a surviving spouse generally still has the right to claim the statutory year’s allowance even if the couple signed a prenuptial agreement,…

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Probate Q&A Series ·

Can a surviving spouse sell vehicles or other property right after death if titles were in the decedent’s name or jointly held? NC

Can a surviving spouse sell vehicles or other property right after death if titles were in the decedent’s name or jointly held? – North Carolina Short Answer In North Carolina, a surviving spouse usually cannot sell property titled only in the decedent’s name “right after death” unless the spouse has legal authority to act for…

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Probate Q&A Series ·

Without formal appointment, can I talk to the lender or foreclosure attorney about the estate property, and what authority do I have? NC

Without formal appointment, can I talk to the lender or foreclosure attorney about the estate property, and what authority do I have? – North Carolina Short Answer In North Carolina, a person who has not yet been appointed and issued letters as the estate’s personal representative usually has no legal authority to negotiate, bind the…

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Probate Q&A Series ·

When someone dies, do appliances and other household items usually stay with the house sale, or can one heir claim them as separate property? NC

When someone dies, do appliances and other household items usually stay with the house sale, or can one heir claim them as separate property? – North Carolina Short Answer In North Carolina, most household items (furniture, dishes, décor, and many appliances) are personal property and belong to the estate, not automatically to the house sale.…

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Attorney Jared Pierce
Attorney Jared Pierce
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