Probate Q&A SeriesJun 2, 2026How long does it usually take for the clerk to review an estate accounting and related reimbursement petition? NCRead more
Probate Q&A SeriesJun 2, 2026Do I need a probate lawyer to serve as executor, or can I handle it myself? NCRead more
Probate Q&A SeriesJun 2, 2026What are my responsibilities and deadlines as an executor during probate? NCRead more
Probate Q&A SeriesJun 2, 2026What happens if I don’t sign the W-9—will it delay my inheritance or just change how the estate is taxed? NCRead more
Probate Q&A SeriesJun 2, 2026Does an estate need an EIN to receive or distribute settlement funds in a wrongful death case? NCRead more
Probate Q&A SeriesJun 2, 2026What does it mean when the IRS says a tax bill is a proposed amount due based on a substitute return? NCRead more
Probate Q&A SeriesJun 2, 2026What can I do if the other attorney says they never received the estate documents that were mailed? NCRead more
Probate Q&A SeriesJun 2, 2026Do the taxable brokerage account, traditional retirement account, and Roth retirement account have to stay separate during estate administration, and why can’t they be combined into one account? NCRead more
Probate Q&A SeriesJun 2, 2026Does the executor have to be the trustee of the testamentary trust just to open the account and get an EIN, and what liability or reporting duties could that create? NCRead more
Probate Q&A SeriesJun 2, 2026What happens if state tax withholding can’t be verified for the years the deceased person worked in more than one state? NCRead more
Probate Q&A SeriesJun 2, 2026How can an estate file past-due tax returns when the family doesn’t have the deceased person’s income and expense records? NCRead more
Probate Q&A SeriesJun 2, 2026Can settlement proceeds be handled through an estate without an EIN? NCRead more
Probate Q&A SeriesJun 2, 2026What happens if I miss the deadline to file the inventory or the notice to creditors paperwork? NCRead more
Probate Q&A SeriesJun 2, 2026What documents are usually needed before funds can be distributed from an estate? NCRead more
Probate Q&A SeriesJun 2, 2026How do I find a CPA or tax preparer to handle the estate’s tax filings if the person who died didn’t have one? NCRead more
Probate Q&A SeriesJun 2, 2026What happens if my deceased parent may not have filed required tax returns before passing away? NCRead more
Probate Q&A SeriesJun 2, 2026Can I get proof of mailing or tracking information for documents sent to another attorney? NCRead more
Probate Q&A SeriesJun 2, 2026Can my attorney file a scanned copy of my signed documents, or do they need the original notarized forms first? NCRead more
Probate Q&A SeriesJun 2, 2026Can an estate receive tax forms for liquidated retirement accounts but not for an estate checking account? NCRead more
Probate Q&A SeriesJun 2, 2026What happens if the court approves my reimbursement and there isn’t enough cash left in the estate account to cover ongoing probate attorney fees? - NCRead more
Probate Q&A SeriesJun 2, 2026What information does a bond company typically require to approve an increased bond for an estate? NCRead more
Probate Q&A SeriesJun 2, 2026How do I confirm whether a bank should have issued a tax form for an estate account after someone passes away? NCRead more
Probate Q&A SeriesJun 2, 2026How do people usually afford to go through probate when the estate doesn’t have much cash available? NCRead more