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Probate Q&A Series

Can I legally remove a deceased parent’s name from a joint bank account, and do I still need to report that account during probate? nc

Can I legally remove a deceased parent’s name from a joint bank account, and do I still need to report that account during probate? – North Carolina Short Answer In North Carolina, a surviving joint account owner can usually have the bank update the account after a parent’s death by providing a certified death certificate…

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Probate Q&A Series

How can I find out if another family member has filed paperwork to be the administrator of my parent’s estate? nc

How can I find out if another family member has filed paperwork to be the administrator of my parent’s estate? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court (Estates Division) in the county where the parent lived usually handles estate-opening paperwork and issues “letters of administration.” To find out whether…

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Probate Q&A Series

Can the executor request tax transcripts and records to confirm whether the deceased owed taxes or needed to file returns? nc

Can the executor request tax transcripts and records to confirm whether the deceased owed taxes or needed to file returns? – North Carolina Short Answer Yes. In North Carolina, a court-appointed executor or administrator (the “personal representative”) can request federal tax transcripts and copies of prior returns to confirm what was filed, what income was…

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Probate Q&A Series

How can I get the trustee to communicate and provide information about the trust administration? nc

How can I get the trustee to communicate and provide information about the trust administration? – North Carolina Short Answer In North Carolina, a trustee generally must keep qualified beneficiaries reasonably informed and must provide trust information and reports at reasonable times. A practical first step is a clear written demand for specific documents and…

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Probate Q&A Series

What documents do I need to prove I’m allowed to collect assets tied to multiple deceased relatives and transfer them to the right person? nc

What documents do I need to prove I’m allowed to collect assets tied to multiple deceased relatives and transfer them to the right person? – North Carolina Short Answer In North Carolina, the documents usually depend on whose asset it is and what legal role gives authority to collect it. A power of attorney can…

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Probate Q&A Series

How can beneficiaries address an executor who keeps delaying estate administration tasks and distributions, and when is removal of the executor an option? nc

How can beneficiaries address an executor who keeps delaying estate administration tasks and distributions, and when is removal of the executor an option? – North Carolina Short Answer In North Carolina, beneficiaries can often address executor delay by pushing for concrete milestones (inventory, creditor notice, accounting, and a plan for distributions) and, if needed, asking…

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Probate Q&A Series

What happens if someone else files to administer the estate after I already submitted my application? nc

What happens if someone else files to administer the estate after I already submitted my application? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court decides who gets appointed as the estate’s personal representative (often called the “administrator” in an intestate estate). If someone else files after an application is already…

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Probate Q&A Series

Can the life tenant and the remaindermen sign a private agreement listing what items stay with the house and what personal property is only being “loaned” for use during the life estate? nc

Can the life tenant and the remaindermen sign a private agreement listing what items stay with the house and what personal property is only being “loaned” for use during the life estate? – North Carolina Short Answer Yes. In North Carolina, the life tenant and all remaindermen can sign a written private agreement that clearly…

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