What evidence should I gather to prove the deceased was still married and lived at a different address? – NC

What evidence should I gather to prove the deceased was still married and lived at a different address? – North Carolina Short Answer Under North Carolina probate practice, incorrect marital status or address on a death certificate can usually be overcome by gathering independent proof of the true facts. Useful evidence often includes the marriage…

Can the estate hold back funds for an accountant to prepare estate tax returns while still closing the estate account for the court’s final accounting? – NC

Can the estate hold back funds for an accountant to prepare estate tax returns while still closing the estate account for the court’s final accounting? – North Carolina Short Answer Under North Carolina law, a personal representative may reserve estate funds for taxes and professional fees, but the estate generally cannot be closed with a…

What documents and steps are required to be appointed administrator and to record the deed into my name? – NC

What documents and steps are required to be appointed administrator and to record the deed into my name? – North Carolina Short Answer In North Carolina, appointment as an administrator generally requires filing an application for letters of administration, a death certificate, a preliminary inventory, and any required bond with the clerk of superior court…

Can a spouse or child file the court petition to amend a death certificate, and how long does that process usually take? – NC

Can a spouse or child file the court petition to amend a death certificate, and how long does that process usually take? – North Carolina Short Answer In North Carolina, a surviving spouse or child can request that a death certificate be corrected, but the legal amendment is handled through the North Carolina Vital Records…

If an investment account names the trust, does it bypass probate and stay off the estate’s accounting? – NC

If an investment account names the trust, does it bypass probate and stay off the estate’s accounting? – North Carolina Short Answer In North Carolina, an investment or brokerage account that is properly titled or registered in the name of a living trust, or that designates a trust as a transfer-on-death (TOD) or payable-on-death (POD)…

Will rejecting a creditor claim slow down closing the estate or final distributions? – NC

Will rejecting a creditor claim slow down closing the estate or final distributions? – North Carolina Short Answer Under North Carolina law, rejecting a creditor claim does not automatically prevent closing the estate or making final distributions, especially if the claim is clearly late and therefore barred. However, the personal representative must give written notice…

What documents do banks typically require before they will release a deceased person’s account records for an estate? – NC

What documents do banks typically require before they will release a deceased person’s account records for an estate? – North Carolina Short Answer Under North Carolina law, most banks will release a deceased person’s account records only after they receive proof of death, proof that an estate has been opened, and clear written authority from…