Probate Q&A Series

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Probate Q&A Series

What records can an estate request from a financial institution about a deceased person’s closed account? NC

What records can an estate request from a financial institution about a deceased person’s closed account? – NC Short Answer In North Carolina, a duly appointed personal representative can usually request records from a financial institution that are reasonably necessary to identify whether a deceased person had an account, how it was titled, whether it…

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Probate Q&A Series

How do I confirm whether a closed financial account should still be considered during estate administration? NC

How do I confirm whether a closed financial account should still be considered during estate administration? – NC Short Answer In North Carolina, a closed financial account may still matter in estate administration if it held estate property at death, passed by survivorship or beneficiary designation, or was emptied shortly before death in a way…

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Probate Q&A Series

How can I find out whether a deceased person’s brokerage account had a beneficiary or rights of survivorship before it was closed? NC

How can I find out whether a deceased person’s brokerage account had a beneficiary or rights of survivorship before it was closed? – NC Short Answer In North Carolina, the usual way to find out whether a closed brokerage account had a transfer-on-death beneficiary or joint ownership with rights of survivorship is to request the…

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Probate Q&A Series

Can an estate still get past account statements and ownership records if the account was closed before the person died? NC

Can an estate still get past account statements and ownership records if the account was closed before the person died? – NC Short Answer Yes, in many cases an estate can still request past account statements, ownership records, survivorship designations, and tax records even if the account was closed before death. In North Carolina, the…

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