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Probate Q&A Series ·

How do heirs receive their share of an estate, and do I have to sign something before the estate can be closed? nc

How do heirs receive their share of an estate, and do I have to sign something before the estate can be closed? – North Carolina Short Answer In North Carolina, heirs usually receive their share after the personal representative (executor/administrator) gathers estate assets, pays valid debts and expenses, and then makes distributions shown on an…

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Probate Q&A Series ·

Can I get a receipt and satisfaction of payment after an inheritance advance is paid off by the estate? nc

Can I get a receipt and satisfaction of payment after an inheritance advance is paid off by the estate? – North Carolina Short Answer Yes. In North Carolina, a personal representative can (and usually should) request written confirmation that an inheritance-advance payoff check was received and that the company’s claim against the estate (or assignment…

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Guardianship Q&A Series ·

Can a parent handle an adult child’s disability benefits and speak with the agency once guardianship is granted? nc

Can a parent handle an adult child’s disability benefits and speak with the agency once guardianship is granted? – North Carolina Short Answer In North Carolina, once a parent is appointed as a guardian, that parent generally can communicate with agencies and handle many day-to-day matters for an adult child who has been adjudicated incompetent.…

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Probate Q&A Series ·

What is the deadline to submit a creditor claim if I’m a known creditor under a written divorce settlement agreement? nc

What is the deadline to submit a creditor claim if I’m a known creditor under a written divorce settlement agreement? – North Carolina Short Answer In North Carolina, a known creditor generally must present a written claim to the estate by the later of (1) the deadline stated in the estate’s published “notice to creditors”…

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Probate Q&A Series ·

What happens to the estate administration while a petition to remove the executor is pending? nc

What happens to the estate administration while a petition to remove the executor is pending? – North Carolina Short Answer In North Carolina, filing a petition to remove (revoke the letters of) an executor/personal representative does not automatically stop the estate administration. Unless the Clerk of Superior Court enters an order limiting the executor’s authority…

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Probate Q&A Series ·

What paperwork should be in an estate file that helps confirm who inherits and how property or sale proceeds are divided? nc

What paperwork should be in an estate file that helps confirm who inherits and how property or sale proceeds are divided? – North Carolina Short Answer In North Carolina, the estate court file that most directly confirms who inherits and how money gets divided usually includes (1) the appointment paperwork for the personal representative, (2)…

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Probate Q&A Series ·

What happens if the administrator transferred or kept estate property without listing it in the estate paperwork? nc

What happens if the administrator transferred or kept estate property without listing it in the estate paperwork? – North Carolina Short Answer In North Carolina, an administrator must identify, safeguard, and report estate assets through the inventory and later accountings filed with the Clerk of Superior Court. If the administrator transferred or kept estate property…

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Probate Q&A Series ·

How do I document funeral expenses paid from a retirement or similar account in the estate accounting? nc

How do I document funeral expenses paid from a retirement or similar account in the estate accounting? – North Carolina Short Answer In North Carolina, an estate accounting generally reports what the personal representative (administrator) actually received and paid out of estate-controlled (probate) assets. If funeral expenses were paid directly from a retirement-type account that…

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Probate Q&A Series ·

Can a lender refuse to discuss a deceased person’s vehicle loan until the estate representative is formally verified? nc

Can a lender refuse to discuss a deceased person’s vehicle loan until the estate representative is formally verified? – North Carolina Short Answer Yes. In North Carolina, it is common and generally reasonable for an auto lender to refuse to share detailed account or repossession information until the person requesting it proves legal authority to…

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Guardianship Q&A Series ·

How do we get general guardianship for an adult child with autism who cannot communicate or answer questions? NC

How do we get general guardianship for an adult child with autism who cannot communicate or answer questions? – North Carolina Short Answer In North Carolina, “general guardianship” for an adult usually requires two court steps: (1) a Clerk of Superior Court proceeding to have the adult adjudicated incompetent, and (2) an appointment of a…

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