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What can I do if a co-owner who is also the executor won’t communicate or provide information about the estate? – NC

What can I do if a co-owner who is also the executor won’t communicate or provide information about the estate? – NC Short Answer In North Carolina, a co-owner does not have to stay stuck just because another co-owner is also the executor and refuses to communicate. Estate information is usually available through the Clerk…

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Probate Q&A Series ·

How do I close an estate bank account and make sure I get the right paperwork for the final probate filing? NC

How do I close an estate bank account and make sure I get the right paperwork for the final probate filing? – NC Short Answer In North Carolina, a personal representative usually closes an estate bank account only after paying approved estate expenses, resolving taxes, making the required distributions, and collecting signed receipts that support…

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Probate Q&A Series ·

In what order do I have to pay estate expenses, specific gifts in the will, and the final split to the residuary beneficiaries? NC

In what order do I have to pay estate expenses, specific gifts in the will, and the final split to the residuary beneficiaries? – NC Short Answer In North Carolina, the personal representative generally pays estate administration expenses and other proper estate charges first, then pays the specific gifts required by the will, and only…

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Wrongful Death ·

What evidence can be used to challenge the reported speed and prove the driver was at fault in a pedestrian death case? NC

What evidence can be used to challenge the reported speed and prove the driver was at fault in a pedestrian death case? – NC Short Answer In North Carolina, a family can challenge a reported speed in a pedestrian death case with physical evidence, electronic vehicle data, video, witness statements, and reconstruction analysis. The key…

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Wrongful Death ·

Can a wrongful death claim help recover losses tied to the home and other financial fallout after the death, even if there was a foreclosure? NC

Can a wrongful death claim help recover losses tied to the home and other financial fallout after the death, even if there was a foreclosure? – NC Short Answer Sometimes, but not simply because a foreclosure happened. In North Carolina, a wrongful death claim can seek certain financial losses caused by the death, including lost…

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Probate Q&A Series ·

How do I access and transfer a retirement or pension account when I don’t have the login details and I’m not sure who the beneficiary is? NC

How do I access and transfer a retirement or pension account when I don’t have the login details and I’m not sure who the beneficiary is? – NC Short Answer In North Carolina, a retirement or pension account usually passes first by the account contract and any beneficiary designation, not automatically through the probate estate.…

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Probate Q&A Series ·

How do we confirm who currently owns or services a deceased person’s medical bill claim when the collection agency says the file is closed? NC

How do we confirm who currently owns or services a deceased person’s medical bill claim when the collection agency says the file is closed? – NC Short Answer In North Carolina, the personal representative should not assume a closed collection file means the medical bill claim disappeared. The estate should demand written proof showing who…

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