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Probate Q&A Series ·

How do we find and collect a deceased person’s retirement accounts or pensions when I’m not sure what exists or whether beneficiaries were named? nc

How do we find and collect a deceased person’s retirement accounts or pensions when I’m not sure what exists or whether beneficiaries were named? – North Carolina Short Answer In North Carolina, the practical way to find and collect a deceased person’s retirement accounts or pensions is to (1) get authority to act for the…

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Probate Q&A Series ·

Can I be reimbursed for expenses I paid out of pocket before I’m officially appointed as executor? nc

Can I be reimbursed for expenses I paid out of pocket before I’m officially appointed as executor? – North Carolina Short Answer Often, yes—under North Carolina law, once the Clerk of Superior Court appoints the executor (personal representative), certain actions taken before appointment can be treated as valid if they benefited the estate. Reimbursement is…

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Probate Q&A Series ·

If my parent’s will left everything to the surviving spouse and didn’t list specific property, does everything automatically go to the spouse? nc

If my parent’s will left everything to the surviving spouse and didn’t list specific property, does everything automatically go to the spouse? – North Carolina Short Answer Often, yes—if a North Carolina will clearly gives “all” or “the rest and remainder” of the estate to the surviving spouse, the spouse is usually the sole beneficiary…

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Guardianship Q&A Series ·

How do I move forward with getting legal authority to access my parent’s bank account to pay for memory care? nc

How do I move forward with getting legal authority to access my parent’s bank account to pay for memory care? – North Carolina Short Answer In North Carolina, a bank usually will not allow access to a parent’s account unless there is valid legal authority—most commonly a properly executed power of attorney or court-issued guardianship…

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Probate Q&A Series ·

Can the personal representative disqualify me from inheriting by claiming I abandoned the deceased or the family? nc

Can the personal representative disqualify me from inheriting by claiming I abandoned the deceased or the family? – North Carolina Short Answer Sometimes, but only in specific situations recognized by North Carolina law. “Abandonment” is not a general, all-purpose reason a personal representative can use to cut an heir out of an intestate estate. In…

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Guardianship Q&A Series ·

What is the difference between a full guardianship and a limited guardianship, and when would a limited option make sense? nc

What is the difference between a full guardianship and a limited guardianship, and when would a limited option make sense? – North Carolina Short Answer In North Carolina, a “full” guardianship generally means the court appoints a guardian with broad authority over an adult’s personal decisions, financial decisions, or both—because the adult has been found…

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Probate Q&A Series ·

What should an estate representative do if they can’t find the creditor’s contact information to discuss the claim? nc

What should an estate representative do if they can’t find the creditor’s contact information to discuss the claim? – North Carolina Short Answer In North Carolina, an estate’s personal representative should not guess where to send payments or claim questions. The practical and legal-safe approach is to (1) confirm whether the creditor is a “known…

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Probate Q&A Series ·

Who gets to be in charge of the estate if there isn’t a new will, and can a parent of the deceased be appointed over the surviving spouse or the child’s parent? nc

Who gets to be in charge of the estate if there isn’t a new will, and can a parent of the deceased be appointed over the surviving spouse or the child’s parent? – North Carolina Short Answer In North Carolina, when someone dies without a valid will (or when no will is offered for probate),…

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