How can I make a co-trustee and co-executor share full accountings and documents if they won’t communicate? – NC

How can I make a co-trustee and co-executor share full accountings and documents if they won’t communicate? – North Carolina Short Answer Under North Carolina law, a co-trustee and co-executor must keep beneficiaries reasonably informed and maintain accurate records, and each fiduciary has rights to information needed to do the job. If informal requests and…

How fast can a law firm typically prepare a letter that meets a real estate agent’s requirements during probate? – NC

How fast can a law firm typically prepare a letter that meets a real estate agent’s requirements during probate? – North Carolina Short Answer Under North Carolina probate practice, a simple email letter for a real estate agent can often be prepared within a few business days once the attorney confirms the personal representative’s authority…

Can an emailed letter from the law firm serve as proof of my authority to list or sell estate property, or will the agent need official court papers? – NC

Can an emailed letter from the law firm serve as proof of my authority to list or sell estate property, or will the agent need official court papers? – North Carolina Short Answer Under North Carolina probate law, an emailed letter from a law firm is not what creates or proves legal authority to list…

Do valuable antiques or personal items listed in the will trigger full probate rather than a small‑estate process, and who sets their value? – NC

Do valuable antiques or personal items listed in the will trigger full probate rather than a small‑estate process, and who sets their value? – North Carolina Short Answer In North Carolina, valuable antiques and personal items do not automatically force an estate into full probate, but their fair market value counts toward the dollar limits…

Does a will exercising a testamentary power of appointment still require probate if the decedent owned little or nothing personally? – NC

Does a will exercising a testamentary power of appointment still require probate if the decedent owned little or nothing personally? – North Carolina Short Answer Under North Carolina law, a will generally must be probated for it to be effective to pass title to property, including when it exercises a testamentary power of appointment over…

What documents will a brokerage require to process a beneficiary claim? – NC

What documents will a brokerage require to process a beneficiary claim? – North Carolina Short Answer In North Carolina, a brokerage typically requires proof of the account owner’s death, proof of the beneficiary’s identity, and proof of the beneficiary’s legal status or authority. That often means a certified death certificate, the brokerage’s beneficiary or claims…