News and Articles

Explore our informative articles, insights, and updates focused on North Carolina Estate Administration, Estate Planning, Partition Actions, and Surplus Fund cases. Our goal is to make these complex topics accessible, offering you guidance and understanding at each step of the legal process. Whether you’re looking to navigate probate administration, protect your assets through careful planning, understand partition actions, or resolve issues with surplus funds, our articles are designed to empower you with practical advice, legal insights, and actionable steps. Stay informed and feel confident as you make decisions about your estate and legal matters.

Is it proper that I reimbursed myself from the estate account for bills paid for the decedent, and what records do I need to show that? nc

Is it proper that I reimbursed myself from the estate account for bills paid for the decedent, and what records do I need to show that? – North Carolina Short Answer Often, yes—under North Carolina estate administration practice, a personal representative can repay themselves from the estate for reasonable, necessary estate expenses they personally advanced,…

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How do I confirm whether the decedent’s final tax return was filed and who can provide a copy? nc

How do I confirm whether the decedent’s final tax return was filed and who can provide a copy? – North Carolina Short Answer In North Carolina, the person with legal authority to act for the decedent (usually the court-appointed personal representative) can confirm filing and request copies by checking the decedent’s records and requesting information…

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How can I open an estate bank account as the executor, and what documents do banks usually require? nc

How can I open an estate bank account as the executor, and what documents do banks usually require? – North Carolina Short Answer In North Carolina, an executor typically opens an estate bank account after qualifying with the Clerk of Superior Court and receiving certified Letters Testamentary (or Letters of Administration). Most banks require certified…

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How can I challenge a sibling’s power‑of‑attorney actions over a paid care contract and use of our parent’s money, or report suspected financial abuse? nc

How can I challenge a sibling’s power‑of‑attorney actions over a paid care contract and use of our parent’s money, or report suspected financial abuse? – North Carolina Short Answer In North Carolina, a power-of-attorney agent (attorney-in-fact) must act as a fiduciary for the parent (the principal) and keep records of what was done with the…

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How can an estate administrator get a pension plan to release information about a deceased person’s account? nc

How can an estate administrator get a pension plan to release information about a deceased person’s account? – North Carolina Short Answer In North Carolina, a pension plan will usually release account information to an estate administrator only after receiving proof of authority to act for the estate. The most common proof is a certified…

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How can I get a bank to release a pay-on-death account with a death certificate when they keep asking for letters testamentary? nc

How can I get a bank to release a pay-on-death account with a death certificate when they keep asking for letters testamentary? – North Carolina Short Answer In North Carolina, a properly created pay-on-death (POD) account generally becomes the beneficiary’s property at the owner’s death, and the bank can pay the beneficiary after receiving proof…

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How is a personal representative commission approved, and what records should I provide? nc

How is a personal representative commission approved, and what records should I provide? – North Carolina Short Answer In North Carolina, a personal representative’s commission is approved by the Clerk of Superior Court (the probate court) based on what the estate actually received and what the personal representative actually paid out during administration. In many…

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What happens to a deceased child’s share of inherited property if that child died after the parent and left minor children? nc

What happens to a deceased child’s share of inherited property if that child died after the parent and left minor children? – North Carolina Short Answer In North Carolina intestate estates, a child’s inheritance is determined at the parent’s death. If a child survived the parent (even briefly) and then died, that child’s share generally…

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