Can a creditor or servicer refuse to discuss an estate claim if the decedent’s name doesn’t match their records exactly? NC

Can a creditor or servicer refuse to discuss an estate claim if the decedent’s name doesn’t match their records exactly? – NC Short Answer Usually, yes. In North Carolina, a creditor or loan servicer may decline to discuss or confirm an estate claim until the caller provides enough information to identify the correct account and…

What can be done if relatives are using, renting, or paying taxes on estate property before the estate is formally administered? – NC

What can be done if relatives are using, renting, or paying taxes on estate property before the estate is formally administered? – NC Short Answer In North Carolina, the first step is usually to open the estate and have a personal representative appointed by the Clerk of Superior Court. Once appointed, that representative can gather…

How do I find out if my parent had a pension, retirement account, or life insurance through an employer, and whether there are beneficiaries listed? – NC

How do I find out if my parent had a pension, retirement account, or life insurance through an employer, and whether there are beneficiaries listed? – NC Short Answer In North Carolina, the usual way to find employer-related benefits after a parent dies is to contact current and former employers, ask for plan and beneficiary…

Does a prior felony conviction prevent someone from serving as the estate administrator, and how is that issue raised in court? NC

Does a prior felony conviction prevent someone from serving as the estate administrator, and how is that issue raised in court? – NC Short Answer Yes, in North Carolina, a prior felony conviction can prevent a person from serving as an estate administrator if that person’s citizenship rights have not been restored. The issue is…