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Probate Q&A Series ·

Do I need to transfer the deceased person’s car title into my name before selling it to a dealership, or can it go directly to the buyer? nc

Do I need to transfer the deceased person’s car title into my name before selling it to a dealership, or can it go directly to the buyer? – North Carolina Short Answer In North Carolina, an executor (personal representative) usually does not need to retitle the deceased person’s car into the executor’s personal name before…

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Probate Q&A Series ·

What happens if Medicare or another medical payer later says the deceased still owes a hospital bill after the claims period ends? nc

What happens if Medicare or another medical payer later says the deceased still owes a hospital bill after the claims period ends? – North Carolina Short Answer In North Carolina, most unsecured creditor claims against an estate (including many medical bills) are barred if the creditor does not properly present a written claim within the…

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Guardianship Q&A Series ·

What legal paperwork do I need so I can take my grandkids to doctor appointments and handle school or medical decisions while their parent is hospitalized? nc

What legal paperwork do I need so I can take my grandkids to doctor appointments and handle school or medical decisions while their parent is hospitalized? – North Carolina Short Answer In North Carolina, the right paperwork depends on whether authority is needed for the grandkids (minors) or for the hospitalized parent (an adult). For…

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Can a trustee be required to pay for property maintenance or major repairs if the trust is supposed to cover those costs? nc

Can a trustee be required to pay for property maintenance or major repairs if the trust is supposed to cover those costs? – North Carolina Short Answer In North Carolina, a trustee generally should pay legitimate property maintenance and repair costs from trust assets when the trust terms authorize or require those expenses. A trustee…

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Probate Q&A Series ·

What documents does an estate administrator typically need to provide to access and close estate accounts? nc

What documents does an estate administrator typically need to provide to access and close estate accounts? – North Carolina Short Answer In North Carolina, a financial institution will usually require (1) proof of death and (2) proof of the administrator’s authority from the Clerk of Superior Court before it will allow access to a decedent-owned…

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Probate Q&A Series ·

As the executor and beneficiary, how do I recover property that was taken before my parent died and bring it back into the estate? nc

As the executor and beneficiary, how do I recover property that was taken before my parent died and bring it back into the estate? – North Carolina Short Answer In North Carolina, the executor (personal representative) can often seek to recover property that belongs to the estate by filing an action to recover the decedent’s…

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If the court orders the property sold, do we have to use a court-appointed commissioner, and what does that person actually do? nc

If the court orders the property sold, do we have to use a court-appointed commissioner, and what does that person actually do? – North Carolina Short Answer In North Carolina, a court-ordered partition sale is typically handled by a court-appointed commissioner (sometimes another person authorized by the court), not by one co-owner acting alone. The…

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Guardianship Q&A Series ·

Can I use the protected person’s money to pay for personal needs and moving-related costs like groceries, clothing, storage, and transporting vehicles, and what records should I keep for the annual accounting? nc

Can I use the protected person’s money to pay for personal needs and moving-related costs like groceries, clothing, storage, and transporting vehicles, and what records should I keep for the annual accounting? – North Carolina Short Answer In North Carolina, a guardian of the estate can generally use the ward’s money to pay the ward’s…

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Probate Q&A Series ·

Can a prior equitable distribution consent order be treated like a creditor claim against the estate, and can the surviving spouse waive or satisfy it? nc

Can a prior equitable distribution consent order be treated like a creditor claim against the estate, and can the surviving spouse waive or satisfy it? – North Carolina Short Answer In North Carolina, a spouse’s equitable distribution (ED) rights can survive a spouse’s death, and ED obligations can be handled through the estate claims process…

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Probate Q&A Series ·

How can I avoid mistakes when dealing with estate assets and debts during probate? – nc

How can I avoid mistakes when dealing with estate assets and debts during probate? – North Carolina Short Answer In North Carolina probate, most costly mistakes happen when a personal representative (executor/administrator) mixes estate money with personal money, pays the wrong bills too early, or distributes assets before the creditor-claim window and required filings are…

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Probate Q&A Series ·

How do I confirm whether the estate’s claim rejection letter was received and processed for the accounts? nc

How do I confirm whether the estate’s claim rejection letter was received and processed for the accounts? – North Carolina Short Answer In North Carolina, confirming receipt and processing of an estate claim rejection letter usually requires two tracks: (1) proof the letter was delivered to the claimant (or the claimant’s correct address/department), and (2)…

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Probate Q&A Series ·

How can I escalate an unreturned estate document request when the bank says the department is internal only? nc

How can I escalate an unreturned estate document request when the bank says the department is internal only? – North Carolina Short Answer In North Carolina, escalation usually works best when the request is reframed as a formal, written demand from the estate’s court-appointed personal representative (or the personal representative’s attorney) and sent through the…

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