How do I access and transfer a retirement or pension account when I don’t have the login details and I’m not sure who the beneficiary is? NC

How do I access and transfer a retirement or pension account when I don’t have the login details and I’m not sure who the beneficiary is? – NC Short Answer In North Carolina, a retirement or pension account usually passes first by the account contract and any beneficiary designation, not automatically through the probate estate.…

How do we confirm who currently owns or services a deceased person’s medical bill claim when the collection agency says the file is closed? NC

How do we confirm who currently owns or services a deceased person’s medical bill claim when the collection agency says the file is closed? – NC Short Answer In North Carolina, the personal representative should not assume a closed collection file means the medical bill claim disappeared. The estate should demand written proof showing who…

If a creditor says a balance is being reviewed or adjusted, how can we verify whether the claim is still valid before paying it from the estate? – NC

If a creditor says a balance is being reviewed or adjusted, how can we verify whether the claim is still valid before paying it from the estate? – NC Short Answer In North Carolina, an estate should not pay a creditor claim just because a collector says the balance is under review or adjustment. The…