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Probate Q&A Series ·

How do I report or stop an executor from draining bank accounts or paying questionable expenses that don’t seem to benefit the estate? NC

How do I report or stop an executor from draining bank accounts or paying questionable expenses that don’t seem to benefit the estate? – North Carolina Short Answer In North Carolina, concerns about an executor draining bank accounts or paying questionable expenses are usually handled through the Clerk of Superior Court in the county where…

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How does relocating to a new state affect existing estate planning and long-term care planning documents? NC

How does relocating to a new state affect existing estate planning and long-term care planning documents? – North Carolina Short Answer Relocating to North Carolina usually does not automatically cancel existing estate planning and long-term care planning documents, but it can create real-world problems with acceptance and enforcement. North Carolina law generally recognizes certain out-of-state…

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Wrongful Death ·

Can a family member request the incident reports, jail records, or hospital records related to a death in custody? NC

Can a family member request the incident reports, jail records, or hospital records related to a death in custody? – North Carolina Short Answer Sometimes, but it depends on the type of record and the requester’s legal authority. In North Carolina, certain basic arrest and incident information is public, but most criminal investigation records can…

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What happens if there is no medical or financial power of attorney and the hospital needs someone to make decisions? NC

What happens if there is no medical or financial power of attorney and the hospital needs someone to make decisions? – North Carolina Short Answer In North Carolina, if an adult patient cannot make decisions and there is no valid medical or financial power of attorney, family members usually do not automatically have legal authority…

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Probate Q&A Series ·

Can the estate administrator face penalties if the annual account was filed on time but the records have not been updated yet? NC

Can the estate administrator face penalties if the annual account was filed on time but the records have not been updated yet? – North Carolina Short Answer Usually, North Carolina penalties come from not filing an annual account when required, or filing an account that is incomplete or unsatisfactory. If the annual account was filed…

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Probate Q&A Series ·

Can a non-family neighbor or caretaker be named executor, and how can the family object if they think the executor was involved in wrongdoing? NC

Can a non-family neighbor or caretaker be named executor, and how can the family object if they think the executor was involved in wrongdoing? – North Carolina Short Answer Yes. In North Carolina, a person does not have to be a family member to be named executor (personal representative) in a will. If family members…

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How can I tell whether the trustee or agent under power of attorney is properly using trust money for my older relative’s care and best interests? NC

How can I tell whether the trustee or agent under power of attorney is properly using trust money for my older relative’s care and best interests? – North Carolina Short Answer In North Carolina, the most reliable way to tell whether a trustee or power of attorney agent is using money properly is to look…

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Probate Q&A Series ·

How do I document and get approval for estate expenses in the final accounting so the court will accept it? NC

How do I document and get approval for estate expenses in the final accounting so the court will accept it? – North Carolina Short Answer In North Carolina, the executor (personal representative) typically gets estate expenses accepted in the final accounting by (1) listing each expense clearly in the final account, (2) backing each disbursement…

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Probate Q&A Series ·

How do I handle a car that was titled in my partner’s name and a relative’s name, especially if the relative is demanding money or took the vehicle? NC

How do I handle a car that was titled in my partner’s name and a relative’s name, especially if the relative is demanding money or took the vehicle? – North Carolina Short Answer In North Carolina, the first step is to confirm how the vehicle was co-titled: some co-ownership is set up to pass automatically…

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Probate Q&A Series ·

Can the estate negotiate with creditors when the estate assets are smaller than the amounts being claimed? NC

Can the estate negotiate with creditors when the estate assets are smaller than the amounts being claimed? – North Carolina Short Answer Yes. In North Carolina, the personal representative (executor/administrator) can often negotiate and settle creditor claims, especially when the estate may not have enough money to pay everything in full. The key is that…

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Probate Q&A Series ·

What happens to a retirement account when the listed beneficiary died before the account owner and the will doesn’t clearly address it? NC

What happens to a retirement account when the listed beneficiary died before the account owner and the will doesn’t clearly address it? – North Carolina Short Answer In North Carolina, a retirement account usually passes by the account’s beneficiary designation (the contract with the plan/IRA custodian), not by the will. If the only listed beneficiary…

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Attorney Jared Pierce
Attorney Jared Pierce
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