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Probate Q&A Series ·

I never received beneficiary notice—how do I obtain the filings and ensure I’m included before any distributions occur? NC

I never received beneficiary notice—how do I obtain the filings and ensure I’m included before any distributions occur? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court must mail a “Notice to Beneficiary” when a will is admitted to probate if the beneficiary’s address is known. If no notice was received,…

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Probate Q&A Series ·

Will creditors of the deceased have any claim against the sale proceeds if the property passed to the surviving owner by the entirety? NC

Will creditors of the deceased have any claim against the sale proceeds if the property passed to the surviving owner by the entirety? – North Carolina Short Answer Usually, no. In North Carolina, when a spouse dies owning a home as tenants by the entirety, the surviving spouse becomes the sole owner by survivorship, and…

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Probate Q&A Series ·

Can the surviving spouse complete the required affidavit or a spousal allowance remotely, or must they appear at the DMV? NC

Can the surviving spouse complete the required affidavit or a spousal allowance remotely, or must they appear at the DMV? – North Carolina Short Answer Often, a surviving spouse in North Carolina can complete the paperwork without physically going to a DMV license plate agency, but the affidavit and title documents usually must be signed…

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Guardianship Q&A Series ·

Do I need the caregiver’s address and contact information to file for guardianship or another state application? NC

Do I need the caregiver’s address and contact information to file for guardianship or another state application? – North Carolina Short Answer Often, yes. In North Carolina, a minor guardianship case requires enough identifying information to allow required notice of the guardianship hearing, and the application also asks for the names and addresses of people…

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Guardianship Q&A Series ·

If the deceased parent’s name is on a house that another relative lives in, does my child have rights to that property and what happens next? NC

If the deceased parent’s name is on a house that another relative lives in, does my child have rights to that property and what happens next? – North Carolina Short Answer Possibly. In North Carolina, if a parent dies owning an interest in a house, that interest generally passes to the parent’s heirs (often including…

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Surplus Funds Q&A Series ·

If an heir is an adult with special needs, do we need a legal guardian or court-approved representative before the funds can be distributed? NC

If an heir is an adult with special needs, do we need a legal guardian or court-approved representative before the funds can be distributed? – North Carolina Short Answer Usually, yes—if the adult heir cannot legally manage money or sign for themselves under North Carolina law, the Clerk of Superior Court typically will require a…

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Do I need to change the deed and title for my home and rental properties to fund a revocable trust, and will that affect my mortgage or ability to access equity? NC

Do I need to change the deed and title for my home and rental properties to fund a revocable trust, and will that affect my mortgage or ability to access equity? – North Carolina Short Answer Usually, yes—if the goal is for North Carolina real estate to avoid probate through a revocable trust, the trust…

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Do I need to translate or officially authenticate a power of attorney before using it overseas? NC

Do I need to translate or officially authenticate a power of attorney before using it overseas? – North Carolina Short Answer Often, yes. A North Carolina power of attorney may be validly signed for North Carolina purposes without any “international” paperwork, but a foreign bank, court, or government office commonly requires a certified translation and…

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If my parents want to update beneficiary designations, do those changes need to match what their trust and will say? NC

If my parents want to update beneficiary designations, do those changes need to match what their trust and will say? – North Carolina Short Answer Not always. In North Carolina, many beneficiary designations (like POD bank accounts and TOD investment accounts) pass outside the will and can override what a will says for that particular…

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Probate Q&A Series ·

What happens to joint bank accounts when the account holder dies, and can a trustee get records or challenge the joint owner’s access? NC

What happens to joint bank accounts when the account holder dies, and can a trustee get records or challenge the joint owner’s access? – North Carolina Short Answer In North Carolina, many joint bank accounts pass automatically to the surviving joint owner at death if the account was set up with a valid right of…

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Probate Q&A Series ·

How do I pay the certification fee and request certified copies for my year’s allowance order online? NC

How do I pay the certification fee and request certified copies for my year’s allowance order online? – North Carolina Short Answer In North Carolina, certified copies for a year’s allowance (often handled using the AOC “Application and Assignment Year’s Allowance” form) are usually issued by the Clerk of Superior Court in the estate county,…

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Probate Q&A Series ·

How do retirement account beneficiary designations affect my ability to access information or benefits as the surviving spouse? NC

How do retirement account beneficiary designations affect my ability to access information or benefits as the surviving spouse? – North Carolina Short Answer In North Carolina, a retirement account beneficiary form usually controls who gets the benefit, and many retirement accounts pass outside probate. If the surviving spouse is not the named beneficiary, the spouse…

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Wrongful Death ·

Who should speak with the trooper, the sheriff, and the insurance companies about the crash, and should I avoid talking to them while represented? NC

Who should speak with the trooper, the sheriff, and the insurance companies about the crash, and should I avoid talking to them while represented? – North Carolina Short Answer In North Carolina wrongful death cases, it is usually best for the estate’s attorney to handle substantive communications with the trooper/sheriff and with any insurance company…

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Probate Q&A Series ·

What happens if the estate does not have enough funds to cover our medical bill, and can we seek payment from insurance or other sources? NC

What happens if the estate does not have enough funds to cover our medical bill, and can we seek payment from insurance or other sources? – North Carolina Short Answer In North Carolina, if an estate is insolvent (not enough assets to pay all valid debts), the personal representative must pay claims in a statutory…

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Probate Q&A Series ·

What steps can I take if checks from a decedent’s account are deposited twice into estate funds or go missing without a clear paper trail? NC

What steps can I take if checks from a decedent’s account are deposited twice into estate funds or go missing without a clear paper trail? – North Carolina Short Answer In North Carolina, a personal representative can usually address missing or duplicated check deposits by rebuilding the paper trail (bank statements, deposit images, and item…

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Attorney Jared Pierce
Attorney Jared Pierce
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