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Family Law Q&A Series ·

What is emergency custody, and what kind of situation qualifies as an emergency if there are no visible injuries? nc

What is emergency custody, and what kind of situation qualifies as an emergency if there are no visible injuries? – North Carolina Short Answer In North Carolina, “emergency custody” usually means a judge enters a temporary custody order quickly—sometimes without giving the other parent advance notice—because waiting for a normal hearing could put a child…

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Probate Q&A Series ·

What happens to my parent’s bank accounts and retirement account while the estate is being opened and administered? nc

What happens to my parent’s bank accounts and retirement account while the estate is being opened and administered? – North Carolina Short Answer In North Carolina, a parent’s accounts usually split into two buckets after death: (1) accounts that pass outside probate by contract (like many retirement accounts and some “payable on death” or joint…

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Probate Q&A Series ·

How can I remove a trustee and get the court to freeze trust assets while an investigation is pending? nc

How can I remove a trustee and get the court to freeze trust assets while an investigation is pending? – North Carolina Short Answer In North Carolina, removing a trustee and “freezing” trust assets usually requires filing a trust proceeding and asking for emergency relief (a temporary restraining order and/or preliminary injunction) to stop transfers…

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Probate Q&A Series ·

When the creditor notice period ends, what kinds of claims can still be brought against the estate (like taxes or known debts)? nc

When the creditor notice period ends, what kinds of claims can still be brought against the estate (like taxes or known debts)? – North Carolina Short Answer In North Carolina, most ordinary creditor claims are barred if they are not presented by the deadline in the published Notice to Creditors (or, for certain known creditors…

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Probate Q&A Series ·

How do I get a bank or credit union to release a deceased person’s account statements for probate? nc

How do I get a bank or credit union to release a deceased person’s account statements for probate? – North Carolina Short Answer In North Carolina, the cleanest way to get a bank or credit union to release a deceased person’s account statements for probate estate administration is to have the court-appointed personal representative (executor/administrator)…

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Probate Q&A Series ·

What records can I request to show when and how a decedent’s name was removed from an account? nc

What records can I request to show when and how a decedent’s name was removed from an account? – North Carolina Short Answer In North Carolina, the most useful records to request are the account’s ownership documents (signature card/deposit agreement), any change-of-ownership or “remove joint tenant” paperwork, and the institution’s internal account history showing the…

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Probate Q&A Series ·

Can an estate representative demand statements for a joint account after it is changed into the surviving account holder’s name? nc

Can an estate representative demand statements for a joint account after it is changed into the surviving account holder’s name? – North Carolina Short Answer Sometimes, but not always. In North Carolina, a joint account with right of survivorship generally becomes the surviving account holder’s property at death, so the financial institution may treat later…

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Probate Q&A Series ·

What documents do I need to prove I’m authorized to receive court-held funds on behalf of an estate? nc

What documents do I need to prove I’m authorized to receive court-held funds on behalf of an estate? – North Carolina Short Answer In North Carolina, the person who can usually receive court-held funds for a decedent’s estate is the court-appointed personal representative (executor or administrator). The most common proof is a certified copy of…

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Probate Q&A Series ·

How do I find out what assets my child had, like bank accounts, a car, or other property, and how those get transferred? nc

How do I find out what assets my child had, like bank accounts, a car, or other property, and how those get transferred? – North Carolina Short Answer In North Carolina, the cleanest way to identify and collect an adult child’s assets is usually to have a personal representative (executor/administrator) appointed by the Clerk of…

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Probate Q&A Series ·

Do we need written payoff instructions or confirmation from the inheritance-advance company before mailing an overnight check? nc

Do we need written payoff instructions or confirmation from the inheritance-advance company before mailing an overnight check? – North Carolina Short Answer North Carolina law does not require a special “payoff letter” from an inheritance-advance company before an estate mails a check. But as a practical matter, written payoff instructions (or written confirmation of the…

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Probate Q&A Series ·

What happens if a family member claims I pressured my parent into signing a will, especially when my parent had dementia or Alzheimer’s? nc

What happens if a family member claims I pressured my parent into signing a will, especially when my parent had dementia or Alzheimer’s? – North Carolina Short Answer In North Carolina, a family member can challenge a will by filing a “caveat” and arguing the will is invalid because the parent lacked testamentary capacity or…

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Probate Q&A Series ·

If a non-spouse partner wants to keep one of the deceased’s vehicles, how is that handled in probate and does it reduce what the heirs receive? nc

If a non-spouse partner wants to keep one of the deceased’s vehicles, how is that handled in probate and does it reduce what the heirs receive? – North Carolina Short Answer In North Carolina probate, a non-spouse partner generally does not have an automatic right to keep a deceased person’s vehicle unless the partner already…

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