What are the first steps I should take as an heir to start the estate administration process? – North Carolina Short Answer In North Carolina, the first steps are to locate the original will (if one exists), identify the correct county Clerk of Superior Court to open the estate, and gather basic documents (death certificate…
If the landlord and an heir both said the house would be given to my parent but nothing was in writing, is there any way to enforce that promise? – North Carolina Short Answer Usually not. In North Carolina, an agreement to give or sell a house generally must be in writing and signed by…
Do we have to open probate if the bank accounts were jointly titled with the executor and transferred automatically? – North Carolina Short Answer Not always. In North Carolina, a properly created joint bank account with right of survivorship typically transfers to the surviving co-owner at death and is not controlled by the will. But…
Will the other estate be unable to close or distribute sale proceeds until my relative’s estate is opened and someone is appointed to sign paperwork? – North Carolina Short Answer Often, yes for the deceased beneficiary’s share: in North Carolina, an estate generally should not distribute a deceased beneficiary’s portion directly to family members without…
What proof do I need to show that an executor is mishandling the estate or acting in bad faith? – North Carolina Short Answer In North Carolina, the most useful “proof” is usually objective paperwork showing a breach of the executor’s fiduciary duties—missing or inconsistent account records, self-dealing, commingling estate money with personal funds, unexplained…
How can I get a deceased spouse’s bank account balance to apply a court-approved year’s allowance? – North Carolina Short Answer In North Carolina, the cleanest way to get a deceased spouse’s bank balance and enough account identification to apply a court-approved year’s allowance is to work through the estate’s personal representative (executor/administrator) and the…
Can I sue an executor for breaching fiduciary duties if they sell estate property improperly? – North Carolina Short Answer Yes—under North Carolina law, an executor (personal representative) can be held responsible for a breach of fiduciary duty tied to an improper sale of estate property, but the right remedy is often a probate-court (Clerk…
What can I do if I find out a family member destroyed the will after the estate was already handled? – North Carolina Short Answer In North Carolina, it may still be possible to ask the Clerk of Superior Court to admit a lost or destroyed will to probate (including proving its contents) and to…
If there is a will, how does that change who gets the house and how it gets transferred? – North Carolina Short Answer In North Carolina, a valid will can name who receives the house (the “devisees”) instead of the house passing under the default “heir” rules. But the will generally must be probated with…
If I have power of attorney for my spouse, can I act for them in an inheritance or probate matter while they are incarcerated? – North Carolina Short Answer Sometimes, but not in every way. In North Carolina, a valid financial power of attorney can let an agent sign documents and communicate with the estate…
