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Wrongful Death ·

What information do you need from a medical provider before we meet about personal injury and work-related injury cases? NC

What information do you need from a medical provider before we meet about personal injury and work-related injury cases? – NC Short Answer Before a meeting in North Carolina, a medical provider should be ready to explain the provider’s practice, the types of injuries treated, scheduling and record-response procedures, billing methods, and experience with liens…

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Probate Q&A Series ·

If a lawsuit about missing assets started in another state before the death, can it continue there after the person dies, and how does the estate get substituted into the case? – NC

If a lawsuit about missing assets started in another state before the death, can it continue there after the person dies, and how does the estate get substituted into the case? – NC Short Answer Usually, yes. If the claim survives the person’s death, the out-of-state court can often keep the case and allow the…

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Probate Q&A Series ·

What are the steps I need to follow to properly administer a trust after a parent dies if most assets are already in the trust or transfer-on-death? NC

What are the steps I need to follow to properly administer a trust after a parent dies if most assets are already in the trust or transfer-on-death? – NC Short Answer In North Carolina, administration usually does not stop just because most assets were already titled in a revocable trust or pass by transfer-on-death designation.…

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Probate Q&A Series ·

Do I need to notify government benefit programs or other entities after a death even if there is no formal probate case? – NC

Do I need to notify government benefit programs or other entities after a death even if there is no formal probate case? – NC Short Answer Yes. In North Carolina, a death can trigger notice duties and practical closeout steps even when no formal probate estate is opened. Social Security, pension administrators, banks, insurers, Medicaid…

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What paperwork does a bank usually need to accept a revocation or amendment of a revocable trust with two co-grantors? NC

What paperwork does a bank usually need to accept a revocation or amendment of a revocable trust with two co-grantors? – NC Short Answer In North Carolina, a bank usually wants the signed trust document that controls revocation and amendment, the signed revocation or amendment itself, and a current certification or affidavit confirming who has…

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Probate Q&A Series ·

What duties does an estate administrator owe to the heirs, and how can I make sure the administrator follows the rules? NC

What duties does an estate administrator owe to the heirs, and how can I make sure the administrator follows the rules? – NC Short Answer In North Carolina, an estate administrator must gather and protect estate assets, give required notices, file an inventory and later accountings with the Clerk of Superior Court, pay valid debts…

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Probate Q&A Series ·

Can the law firm email a letter confirming my authority as an estate administrator, and will a bank accept that? – NC

Can the law firm email a letter confirming my authority as an estate administrator, and will a bank accept that? – NC Short Answer Usually no. In North Carolina, the document that proves an estate administrator’s authority is the court-issued Letters of Administration or another certified court record from the Clerk of Superior Court, not…

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