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Probate Q&A Series

What information does an employer need before releasing a deceased employee’s final pay or benefits to an estate? nc

What information does an employer need before releasing a deceased employee’s final pay or benefits to an estate? – North Carolina Short Answer In North Carolina, an employer usually needs proof of who has legal authority to receive money on behalf of the deceased employee’s estate before releasing final wages or certain employment-related benefits. In…

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Probate Q&A Series

Can the estate or property matter proceed while address verification is still pending, or does everything pause until notice is complete? nc

Can the estate or property matter proceed while address verification is still pending, or does everything pause until notice is complete? – North Carolina Short Answer In North Carolina, many parts of an estate administration can move forward even while an address is being confirmed, but the court generally will not enter certain orders that…

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Probate Q&A Series

How do I get court approval for someone to represent my minor child’s inheritance interest so a real estate closing can go forward? nc

How do I get court approval for someone to represent my minor child’s inheritance interest so a real estate closing can go forward? – North Carolina Short Answer In North Carolina, when a minor has an inheritance interest tied to a real estate transaction, the closing often cannot move forward until the Clerk of Superior…

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Probate Q&A Series

If a lender already foreclosed on a home and took the property, can they still file a claim against the estate for the remaining balance? nc

If a lender already foreclosed on a home and took the property, can they still file a claim against the estate for the remaining balance? – North Carolina Short Answer Yes—sometimes. In North Carolina, a foreclosure does not automatically erase the underlying promissory note, so a lender may still try to assert a “deficiency” claim…

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Probate Q&A Series

What documents do I need to file to get access to the deceased person’s bank account and distribute the funds to the heirs? nc

What documents do I need to file to get access to the deceased person’s bank account and distribute the funds to the heirs? – North Carolina Short Answer In North Carolina, the documents depend on whether the bank account can be handled through the small-estate “collection by affidavit” process or whether a full estate must…

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Probate Q&A Series

How should I respond if another interested party keeps reaching out while the family’s contact information is still being confirmed? nc

How should I respond if another interested party keeps reaching out while the family’s contact information is still being confirmed? – North Carolina Short Answer In North Carolina probate matters, the safest response is a short, neutral update: the matter is being reviewed and contact information for the family is still being confirmed, so no…

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Probate Q&A Series

How can my siblings and I decide whether it’s worth taking legal action in a long-running estate matter? nc

How can my siblings and I decide whether it’s worth taking legal action in a long-running estate matter? – North Carolina Short Answer In North Carolina, deciding whether to take legal action in a long-running estate usually comes down to three questions: (1) is the personal representative meeting required duties like filing proper accountings, (2)…

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Probate Q&A Series

How do I get legal authority to request a deceased relative’s medical records for a lawsuit when there was no will? nc

How do I get legal authority to request a deceased relative’s medical records for a lawsuit when there was no will? – North Carolina Short Answer In North Carolina, the cleanest way to get “court-issued authority” to request a deceased person’s medical records is usually to have a court appoint an estate representative and obtain…

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Probate Q&A Series

If the will was signed in another state and isn’t notarized, is it still valid where the probate is being handled, especially when there is real estate involved? nc

If the will was signed in another state and isn’t notarized, is it still valid where the probate is being handled, especially when there is real estate involved? – North Carolina Short Answer Often, yes. In North Carolina, a will signed in another state can still be valid even if it is not notarized, as…

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