News and Articles

Page 101 of 668

Probate Q&A Series

What are the steps I need to follow to properly administer a trust after a parent dies if most assets are already in the trust or transfer-on-death? NC

What are the steps I need to follow to properly administer a trust after a parent dies if most assets are already in the trust or transfer-on-death? – NC Short Answer In North Carolina, administration usually does not stop just because most assets were already titled in a revocable trust or pass by transfer-on-death designation.…

Read more
Probate Q&A Series

Do I need to notify government benefit programs or other entities after a death even if there is no formal probate case? – NC

Do I need to notify government benefit programs or other entities after a death even if there is no formal probate case? – NC Short Answer Yes. In North Carolina, a death can trigger notice duties and practical closeout steps even when no formal probate estate is opened. Social Security, pension administrators, banks, insurers, Medicaid…

Read more
Estate Planning Q&A Series

What paperwork does a bank usually need to accept a revocation or amendment of a revocable trust with two co-grantors? NC

What paperwork does a bank usually need to accept a revocation or amendment of a revocable trust with two co-grantors? – NC Short Answer In North Carolina, a bank usually wants the signed trust document that controls revocation and amendment, the signed revocation or amendment itself, and a current certification or affidavit confirming who has…

Read more
Probate Q&A Series

Can the law firm email a letter confirming my authority as an estate administrator, and will a bank accept that? – NC

Can the law firm email a letter confirming my authority as an estate administrator, and will a bank accept that? – NC Short Answer Usually no. In North Carolina, the document that proves an estate administrator’s authority is the court-issued Letters of Administration or another certified court record from the Clerk of Superior Court, not…

Read more
Probate Q&A Series

After the life insurance money is deposited, what paperwork is usually required to show it was paid out and close the estate again? NC

After the life insurance money is deposited, what paperwork is usually required to show it was paid out and close the estate again? – NC Short Answer In North Carolina, when a closed estate is reopened to receive a later-discovered asset like a life insurance check payable to the estate, the personal representative usually must…

Read more
Probate Q&A Series

What documents does a dealership usually require before releasing sales or financing records to an estate representative? NC

What documents does a dealership usually require before releasing sales or financing records to an estate representative? – NC Short Answer In North Carolina, a dealership will usually want proof that the requester has authority to act for the estate before it releases sales or financing records for a deceased buyer. In practice, that often…

Read more
Go to Top
Free Consultation

Talk with a North Carolina attorney

Tell us a bit about your situation and we'll respond within one business day.