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Probate Q&A Series ·

Can the estate access a deceased person’s loan information through an online portal, and who is authorized to receive it? – NC

Can the estate access a deceased person’s loan information through an online portal, and who is authorized to receive it? – NC Short Answer Yes. In North Carolina, a deceased person’s estate can usually obtain loan statements and related account information, but the financial institution should release that information only to the person legally authorized…

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Probate Q&A Series ·

If I paid property taxes for estate property out of pocket, can I be reimbursed from the estate and how do I document it? – NC

If I paid property taxes for estate property out of pocket, can I be reimbursed from the estate and how do I document it? – NC Short Answer Yes. In North Carolina, a personal representative can usually seek repayment from estate funds for reasonable, necessary expenses paid to preserve estate property, and property taxes often…

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Probate Q&A Series ·

What happens if a deceased person’s medical bill is still pending because insurance has not fully processed the claim? – NC

What happens if a deceased person’s medical bill is still pending because insurance has not fully processed the claim? – NC Short Answer In North Carolina, a deceased person’s medical bill is not always final just because a provider has sent a balance due. If insurance is still processing the claim, the personal representative should…

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Surplus Funds Q&A Series ·

Why does the clerk require a title search before releasing surplus foreclosure funds, and what should the title search cover? – NC

Why does the clerk require a title search before releasing surplus foreclosure funds, and what should the title search cover? – NC Short Answer In North Carolina, the clerk often requires a title search before releasing surplus foreclosure funds to make sure the money goes to the correct person and that no recorded lienholder, creditor,…

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Probate Q&A Series ·

Do I need a specific court document to request a deceased person’s bank statements and tax forms for probate? NC

Do I need a specific court document to request a deceased person’s bank statements and tax forms for probate? – NC Short Answer Usually yes. In North Carolina, the bank or other institution will usually want certified Letters Testamentary or Letters of Administration before releasing a deceased person’s account statements or confirming tax forms for…

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How do I interpret an old life-estate deed that says property passes to a person’s children if any, especially when one child died before the life tenant? NC

How do I interpret an old life-estate deed that says property passes to a person’s children if any, especially when one child died before the life tenant? – NC Short Answer In North Carolina, an old life-estate deed that gives property to a life tenant and then to that person’s “children, if any” usually turns…

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