How do I handle a 401(k) distribution that went directly to beneficiaries and is not part of the probate estate?: North Carolina Probate

How do I handle a 401(k) distribution that went directly to beneficiaries and is not part of the probate estate? – North Carolina Short Answer In North Carolina, a 401(k) with a valid beneficiary designation passes directly to the named beneficiaries and is not part of the probate estate. As administrator, you generally do not…

Can I confirm or recover my beneficiary status on a retirement account managed by a financial servicer?

Can I confirm or recover my beneficiary status on a retirement account managed by a financial servicer? – North Carolina Short Answer Yes, but you generally need court authority first. In North Carolina, a financial servicer will usually only release a decedent’s retirement account records to a court‑appointed representative (administrator). If no beneficiary designation exists…

How do I access my parent’s retirement account records if I am not listed as the beneficiary?: North Carolina probate guidance

How do I access my parent’s retirement account records if I am not listed as the beneficiary? – North Carolina Short Answer In North Carolina, retirement accounts usually pass directly to the named beneficiary and are not part of the probate estate. If you are not the listed beneficiary, the institution will not release details…

How can I find and access any US bank accounts my parent held after dying overseas?: North Carolina

How can I find and access any US bank accounts my parent held after dying overseas? – North Carolina Short Answer In North Carolina, banks will not release account information or funds until someone has legal authority—typically Letters of Administration (intestate) or Letters Testamentary (with a will). If the decedent was not a North Carolina…