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Wrongful Death

Can a wrongful death claim help recover losses tied to the home and other financial fallout after the death, even if there was a foreclosure? NC

Can a wrongful death claim help recover losses tied to the home and other financial fallout after the death, even if there was a foreclosure? – NC Short Answer Sometimes, but not simply because a foreclosure happened. In North Carolina, a wrongful death claim can seek certain financial losses caused by the death, including lost…

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Probate Q&A Series

How do I access and transfer a retirement or pension account when I don’t have the login details and I’m not sure who the beneficiary is? NC

How do I access and transfer a retirement or pension account when I don’t have the login details and I’m not sure who the beneficiary is? – NC Short Answer In North Carolina, a retirement or pension account usually passes first by the account contract and any beneficiary designation, not automatically through the probate estate.…

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Probate Q&A Series

How do we confirm who currently owns or services a deceased person’s medical bill claim when the collection agency says the file is closed? NC

How do we confirm who currently owns or services a deceased person’s medical bill claim when the collection agency says the file is closed? – NC Short Answer In North Carolina, the personal representative should not assume a closed collection file means the medical bill claim disappeared. The estate should demand written proof showing who…

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Probate Q&A Series

How do we document that the estate attempted payment and still protect the personal representative from later collection efforts? NC

How do we document that the estate attempted payment and still protect the personal representative from later collection efforts? – NC Short Answer In North Carolina, the safest way to document an attempted estate payment is to keep a clear paper trail showing the claim, the estate’s calculation, the tendered payment, the returned check, and…

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Probate Q&A Series

How can a surviving spouse get the bank to release information or funds when the bank says only the deceased primary owner can access the account? – NC

How can a surviving spouse get the bank to release information or funds when the bank says only the deceased primary owner can access the account? – NC Short Answer In North Carolina, the answer usually depends on how the account was titled. If the account was a true joint account with right of survivorship,…

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