Probate Q&A Series

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Probate Q&A Series

May 30, 2026

What documents do I need to gather to administer my parent's estate? NC

Probate Q&A Series

May 30, 2026

How do I set up an estate bank account and keep estate funds separate from my personal or business accounts without creating problems later? NC

Probate Q&A Series

May 30, 2026

Do I have to sell the investments right away to pay estate expenses, or can they stay invested during probate? NC

Probate Q&A Series

May 30, 2026

How can I find the right estate department if I don’t have an extension? NC

Probate Q&A Series

May 30, 2026

Can attorney fees for handling a deceased parent’s estate be paid out of the estate instead of out of my own pocket? NC

Probate Q&A Series

May 30, 2026

How does an increased bond affect the timeline and steps for administering the estate? NC

Probate Q&A Series

May 30, 2026

How can I find out the current status of the probate case if I haven’t received updates in a long time? NC

Probate Q&A Series

May 29, 2026

Can I pay an estate creditor directly from the estate bank account, and what proof should I keep for the court? NC

Probate Q&A Series

May 29, 2026

Can I appeal or challenge the clerk’s decision to appoint a public administrator instead of appointing me to handle the estate? - NC

Probate Q&A Series

May 29, 2026

What documents or information should I make sure I have from the firm after representation ends in an estate matter? NC

Probate Q&A Series

May 29, 2026

Can the estate administrator release distributions before all tax paperwork is completed, or does everything have to be finalized first? NC

Probate Q&A Series

May 29, 2026

How do we close a deceased person’s investment or brokerage account during probate so the heirs can get paid? NC

Probate Q&A Series

May 29, 2026

What happens if the estate representative cannot obtain the increased bond amount? NC

Probate Q&A Series

May 29, 2026

What should I expect the law firm to do first in my estate case? NC

Probate Q&A Series

May 29, 2026

How long does it typically take for a financial institution to review and approve probate paperwork before releasing account records and tax documents? NC

Probate Q&A Series

May 29, 2026

What can I do if a financial institution delays providing a deceased person’s 1099-R or other retirement tax forms needed to file the estate’s tax returns? NC

Probate Q&A Series

May 29, 2026

Can I use money from a trust account to pay expenses related to handling an estate? NC

Probate Q&A Series

May 29, 2026

How can an estate request prior-year bank tax documents for a closed account? NC

Probate Q&A Series

May 29, 2026

Do I need to include the death certificate when requesting a deceased person’s Social Security tax form? NC

Probate Q&A Series

May 29, 2026

Can the bond requirement be reduced or waived, and what would that process look like? NC

Probate Q&A Series

May 29, 2026

Do I have to communicate with an unresponsive heir for the estate to move forward, and what can be done if that person refuses to participate? NC

Probate Q&A Series

May 29, 2026

What happens next in the estate administration process and what should I expect? NC

Probate Q&A Series

May 29, 2026

If I filed bankruptcy and included the credit-card debt, how does that affect the debt-cancellation tax form I received? NC

Probate Q&A Series

May 29, 2026

What documents and information should I gather to get the estate process started? NC