Category Archives: Probate Q&A Series

Can I force an executor or personal representative to distribute estate money to beneficiaries? nc

Can I force an executor or personal representative to distribute estate money to beneficiaries? – North Carolina Short Answer Sometimes. In North Carolina, a personal representative (executor/administrator) generally cannot make final distributions until the estate’s required steps are completed, including paying valid debts and filing required accountings with the Clerk of Superior Court. If estate…

If an estate qualifies as a small estate, what options are available when a financial institution still demands letters of administration or a court order? nc

If an estate qualifies as a small estate, what options are available when a financial institution still demands letters of administration or a court order? – North Carolina Short Answer In North Carolina, a small-estate process can reduce (or avoid) the need to open a full estate with Letters, but a bank may still refuse…

Do I need to open an estate just to cancel a deceased relative’s insurance policy? nc

Do I need to open an estate just to cancel a deceased relative’s insurance policy? – North Carolina Short Answer Not always. In North Carolina, an insurer may cancel or close a deceased person’s policy based on a death certificate and proof that the requester has authority, but some companies will insist on formal authority…

Do I have to open probate to collect unclaimed funds, and what paperwork proves I’m allowed to claim it? nc

Do I have to open probate to collect unclaimed funds, and what paperwork proves I’m allowed to claim it? – North Carolina Short Answer Not always. In North Carolina, unclaimed funds tied to a deceased person are usually paid to the person who has legal authority to act for the estate (a court-appointed personal representative)…

What happens if I cancel a deceased relative’s insurance policy without being the executor or personal representative? nc

What happens if I cancel a deceased relative’s insurance policy without being the executor or personal representative? – North Carolina Short Answer In North Carolina, an insurance company will usually treat the executor or court-appointed personal representative as the person with legal authority to make changes to a deceased person’s policy or to handle policy-owned…

What happens if I think my name was left out of a will by mistake? nc

What happens if I think my name was left out of a will by mistake? – North Carolina Short Answer In North Carolina, being left out of a will does not automatically mean a mistake happened or that the will can be “fixed.” What happens next depends on why the omission occurred—such as whether the…

Do both co-administrators have to sign the notice-to-creditors form, and does it need to be notarized? nc

Do both co-administrators have to sign the notice-to-creditors form, and does it need to be notarized? – North Carolina Short Answer In most North Carolina estates, the notice to creditors is signed by the personal representative(s) who are giving the notice. When there are co-administrators (co-personal representatives), the safest practice is for both to sign…

If I have text messages suggesting a will was destroyed, do I have a legal duty to report or disclose that during the estate process? nc

If I have text messages suggesting a will was destroyed, do I have a legal duty to report or disclose that during the estate process? – North Carolina Short Answer In North Carolina, there is no single, universal “reporting” form that automatically must be filed just because text messages suggest a will was destroyed. But…

How do I avoid missing probate deadlines when a co-administrator is uncooperative? nc

How do I avoid missing probate deadlines when a co-administrator is uncooperative? – North Carolina Short Answer In North Carolina, probate deadlines (like the estate inventory and the affidavit showing notice to creditors was published) still apply even when co-administrators are not cooperating. The safest way to avoid missing deadlines is to act early, document…

How do I find out whether I’m legally entitled to money from my grandparent’s estate? nc

How do I find out whether I’m legally entitled to money from my grandparent’s estate? – North Carolina Short Answer In North Carolina, legal entitlement to money from a grandparent’s estate usually depends on (1) whether there is a valid will and (2) if not, whether the Intestate Succession Act places the grandchild in the…