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Probate Q&A Series ·

How do POD and life insurance beneficiary designations interact with a will that divides assets differently among beneficiaries? NC

How do POD and life insurance beneficiary designations interact with a will that divides assets differently among beneficiaries? – North Carolina Short Answer In North Carolina, POD (payable-on-death) accounts and life insurance with a named beneficiary usually pass directly to the named beneficiary and do not follow the will’s different division. That means a will…

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Wrongful Death ·

Who has legal priority to make decisions and sign paperwork when there is a surviving spouse but another relative handled things first? NC

Who has legal priority to make decisions and sign paperwork when there is a surviving spouse but another relative handled things first? – North Carolina Short Answer In North Carolina, being the surviving spouse often puts a person first in line to be appointed by the Clerk of Superior Court as the estate’s personal representative…

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Probate Q&A Series ·

How can I be reimbursed from the house sale for cash expenses I paid to maintain the property when I have limited receipts? NC

How can I be reimbursed from the house sale for cash expenses I paid to maintain the property when I have limited receipts? – North Carolina Short Answer In North Carolina estate administration, a personal representative can usually reimburse reasonable, necessary estate expenses (like property upkeep, utilities, or travel needed to manage the house) from…

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Probate Q&A Series ·

What happens to estate administration when the personal representative is unable to act due to medical incapacity? NC

What happens to estate administration when the personal representative is unable to act due to medical incapacity? – North Carolina Short Answer In North Carolina, estate administration does not stop just because the court-appointed personal representative becomes medically incapacitated. If the incapacity prevents the personal representative from doing required estate tasks, an interested person can…

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Probate Q&A Series ·

How can I receive an annuity or life insurance payout without losing Medicaid, and are there options to disclaim, defer, or shelter the funds? NC

How can I receive an annuity or life insurance payout without losing Medicaid, and are there options to disclaim, defer, or shelter the funds? – North Carolina Short Answer In North Carolina, annuity and life insurance proceeds paid directly to a named beneficiary usually are not probate assets, but they can still count for Medicaid…

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Attorney Jared Pierce
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