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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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Probate Q&A Series ·

After the life insurance money is deposited, what paperwork is usually required to show it was paid out and close the estate again? NC

After the life insurance money is deposited, what paperwork is usually required to show it was paid out and close the estate again? – NC Short Answer In North Carolina, when a closed estate is reopened to receive a later-discovered asset like a life insurance check payable to the estate, the personal representative usually must…

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Probate Q&A Series ·

What documents does a dealership usually require before releasing sales or financing records to an estate representative? NC

What documents does a dealership usually require before releasing sales or financing records to an estate representative? – NC Short Answer In North Carolina, a dealership will usually want proof that the requester has authority to act for the estate before it releases sales or financing records for a deceased buyer. In practice, that often…

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Do paying the property taxes and maintaining the property help me claim a bigger share or get reimbursed when the title is sorted out? NC

Do paying the property taxes and maintaining the property help me claim a bigger share or get reimbursed when the title is sorted out? – NC Short Answer Usually, paying property taxes and maintaining inherited property in North Carolina does not automatically increase a co-owner’s ownership percentage. But those payments can matter when the court…

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