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Probate Q&A Series

How do I handle a situation where a disinherited relative allegedly took assets or owes money to the estate—do I have to pursue repayment as part of administration? – NC

How do I handle a situation where a disinherited relative allegedly took assets or owes money to the estate—do I have to pursue repayment as part of administration? – NC Short Answer Usually, yes. In North Carolina, an executor must identify, gather, and protect estate assets, and that can include investigating money owed to the…

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Partition Action Q&A Series

If a will says a family member gets the home place plus additional acreage but it was never deeded out, can they still claim that land now? – NC

If a will says a family member gets the home place plus additional acreage but it was never deeded out, can they still claim that land now? – NC Short Answer Maybe, but the answer usually depends on whether the will identifies that land clearly enough for a court to determine what was actually devised.…

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Probate Q&A Series

What is the difference between a joint bank account and a payable-on-death designation when someone dies? – NC

What is the difference between a joint bank account and a payable-on-death designation when someone dies? – NC Short Answer In North Carolina, a true joint bank account with right of survivorship usually passes to the surviving co-owner at death, while a payable-on-death (POD) designation pays the balance to the named beneficiary only after the…

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Probate Q&A Series

Where should checks made payable to a deceased person be sent so the executor can deposit them into the estate account? – NC

Where should checks made payable to a deceased person be sent so the executor can deposit them into the estate account? – NC Short Answer In North Carolina, checks payable to a deceased person are usually sent to the court-appointed personal representative handling the estate, or to that representative’s probate counsel for delivery into the…

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