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Probate Q&A Series ·

Can a lawyer contact a retirement plan or bank on my behalf to get balances and paperwork, and what authorizations do I need to sign? nc

Can a lawyer contact a retirement plan or bank on my behalf to get balances and paperwork, and what authorizations do I need to sign? – North Carolina Short Answer Yes. In North Carolina, a probate lawyer can contact banks and retirement plan administrators to request date-of-death balances, beneficiary information, and account paperwork, but most…

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Probate Q&A Series ·

How can I challenge an estate administrator who sold estate vehicles for too little and won’t explain the pricing? nc

How can I challenge an estate administrator who sold estate vehicles for too little and won’t explain the pricing? – North Carolina Short Answer In North Carolina, a beneficiary can challenge an estate administrator’s low-priced vehicle sale by asking the Clerk of Superior Court (the estate court) to require a fuller report and accounting, and—if…

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Probate Q&A Series ·

What happens in probate if there are multiple properties and I’m not sure which ones are titled in my parent’s name? nc

What happens in probate if there are multiple properties and I’m not sure which ones are titled in my parent’s name? – North Carolina Short Answer In North Carolina probate, the personal representative must identify (often called “discover” or “marshal”) the decedent’s assets and report them to the Clerk of Superior Court, including any real…

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Probate Q&A Series ·

If the administrator is removed, how does the court decide who gets appointed next, and can another heir step in as administrator? – nc

If the administrator is removed, how does the court decide who gets appointed next, and can another heir step in as administrator? – North Carolina Short Answer In North Carolina, if a personal representative (often called an “administrator” or “executor”) is removed, the Clerk of Superior Court typically appoints a successor using the same priority…

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Guardianship Q&A Series ·

Do I need a separate court approval to handle my relative’s finances, or does guardianship cover that automatically? nc

Do I need a separate court approval to handle my relative’s finances, or does guardianship cover that automatically? – North Carolina Short Answer In North Carolina, guardianship does not automatically include authority over finances. Financial authority depends on what type of guardian the Clerk of Superior Court appointed in the order and the letters of…

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Probate Q&A Series ·

How do I calculate the personal representative’s commission correctly for an estate administration? nc

How do I calculate the personal representative’s commission correctly for an estate administration? – North Carolina Short Answer In North Carolina, a personal representative’s commission is set by the Clerk of Superior Court and is usually calculated as a percentage (up to a statutory maximum) of the estate’s commissionable receipts and commissionable disbursements. The most…

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Probate Q&A Series ·

What happens if I can’t get written proof from the insurer before the court’s deadline? nc

What happens if I can’t get written proof from the insurer before the court’s deadline? – North Carolina Short Answer In North Carolina estate administration, missing a Clerk of Superior Court deadline to file requested documentation can delay approval of reimbursement and slow down the estate’s timeline for paying creditor claims and making final distributions.…

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What can I do if a co-owner is making unfinished repairs or not paying utilities and the property is losing value? nc

What can I do if a co-owner is making unfinished repairs or not paying utilities and the property is losing value? – North Carolina Short Answer In North Carolina, a co-owner generally cannot unilaterally lock other co-owners out or let a jointly owned home deteriorate without consequences. Common options include (1) filing a partition action…

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Probate Q&A Series ·

Can a caregiver or caretaker legally tell me where the deceased person banked, or do I need court paperwork first? nc

Can a caregiver or caretaker legally tell me where the deceased person banked, or do I need court paperwork first? – North Carolina Short Answer In North Carolina, a caregiver or caretaker usually is not legally required (and often is not legally allowed) to disclose a deceased person’s banking information to family members or other…

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