Do I have to notarize all probate application documents before submitting to the court? – North Carolina Short Answer No. In North Carolina, the key probate applications must be sworn under oath, but you can take that oath in front of the Clerk of Superior Court instead of using a notary. The Application for Probate…
Will listing a non-grandchild beneficiary affect the validity of my spouse’s will? – North Carolina Short Answer In North Carolina, mislabeling someone as a “grandchild” does not, by itself, invalidate an otherwise properly executed will. It creates a construction issue about who the testator intended to benefit. If the person is named individually, the gift…
How does an obsolete insurance provision impact whom I must name in the probate filing? – North Carolina Short Answer In North Carolina, your Application for Probate and Letters (AOC-E-201) must list the decedent’s heirs and the will’s devisees who actually take under the will. A will clause about insurance that no longer exists does…
What is the process to reopen or contest a closed estate administration? – North Carolina Short Answer In North Carolina, an heir or other interested person may petition the Clerk of Superior Court to reopen a closed estate if new property is found, necessary acts were not completed, or other proper cause exists (including suspected…
Can I recover land or money that the executor allegedly converted for personal use? – North Carolina Short Answer Yes. In North Carolina, an heir or other interested person can ask the Clerk of Superior Court to order the return of estate property and to require a full accounting. If the executor misused assets, you…
How can I challenge my sibling’s actions as executor for alleged mismanagement and fraud? – North Carolina Short Answer In North Carolina, an heir can file an estate proceeding with the Clerk of Superior Court to (1) compel an accounting, (2) revoke the executor’s letters for misconduct, and (3) reopen a closed estate for “proper…
What steps can I take if the executor refuses to give me estate records or documents? – North Carolina Short Answer In North Carolina, an heir or other interested person can ask the Clerk of Superior Court to order the executor to file or produce the estate’s inventory and accountings, and, if needed, reopen the…
How do I remove or replace an executor who is mishandling estate assets? – North Carolina Short Answer In North Carolina, an heir or other interested person can ask the Clerk of Superior Court to revoke an executor’s letters for misconduct, disqualification, false statements, or a conflict that harms the estate. You do this by…
How can I fax all required probate documents to a financial institution to access a decedent’s account? – North Carolina Short Answer In North Carolina, once you are qualified and have Letters Testamentary, you may ask the bank or brokerage to release or retitle the decedent’s account. Faxing copies is often accepted for initial review,…
What steps should I take if a company requests additional paperwork after I send the death certificate and letters? – North Carolina Short Answer In North Carolina, a personal representative has legal authority to collect the decedent’s personal property, and companies may ask for reasonable internal forms to verify and process that authority. Complete the…
