What documents can I get from the insurance company to prove the automatic withdrawals were for the decedent’s property insurance? – North Carolina Short Answer In North Carolina estate administration, the most useful proof usually comes from the insurer’s own records tying the bank draft to a specific property policy and address. Common documents include…
If another relative handled the estate, how can I confirm what assets were in the estate and whether anything was distributed to heirs? – North Carolina Short Answer In North Carolina, the fastest way to confirm what was in an estate and whether heirs received distributions is to get the estate file from the Clerk…
If the death certificate can’t be corrected quickly, are there other ways to prove marital status for survivor benefits? – North Carolina Short Answer Yes. In North Carolina, a death certificate is commonly requested for survivor benefits, but it is not the only way to prove a legal marriage when the marital-status box is wrong.…
Can an estate representative close both the decedent’s account and the estate account, and what paperwork is usually required? – North Carolina Short Answer In North Carolina, the personal representative (executor or administrator) generally has authority to collect the decedent’s assets, which usually includes working with a bank to close a decedent’s sole-owned account and…
Who counts as an “interested party” in a probate case, and why would my stepchildren need notice? – North Carolina Short Answer In North Carolina probate, an “interested party” generally means someone whose financial rights could be affected by what the Clerk of Superior Court decides in the estate. That usually includes people who would…
What documents do I need to bring to a probate consultation to get the process started? – North Carolina Short Answer For a North Carolina probate consultation, the most helpful items are the original will (if available), a certified death certificate (or other proof of death if the certificate is not ready), and a basic…
Can an estate pay a creditor directly after a collection agency stops handling the file, and how should that payment be documented? – North Carolina Short Answer Yes. In North Carolina, if a collection agency says the creditor has recalled the account, the estate can usually deal with (and pay) the original creditor directly, as…
Does a request to remove an executor have to be filed in the county where the person died and the estate was opened? – North Carolina Short Answer In North Carolina, a request to remove an executor (personal representative) is normally handled in the same county where the estate is being administered, because the Clerk…
What happens if there is no operating agreement for the LLC—do the LLC funds automatically become part of the estate? – North Carolina Short Answer No. In North Carolina, an LLC’s bank account is owned by the LLC, not by the member personally, so the funds do not automatically become estate property just because the…
Can the probate process move forward while the attorney is still confirming whether the will was properly executed? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court cannot admit a will to probate until the will is proven to be validly executed under the probate rules. A missing notary stamp usually…
