Will listing a non-grandchild beneficiary affect the validity of my spouse’s will?: North Carolina

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 can I challenge my sibling’s actions as executor for alleged mismanagement and fraud?: Practical steps under North Carolina probate law

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…

How can I fax all required probate documents to a financial institution to access a decedent’s account?: North Carolina process and tips

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 probate guidance

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…