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Probate Q&A Series ·

How do I access or transfer funds from a bank account that has no beneficiary when my spouse died without a will and the bank won’t give me information? NC

How do I access or transfer funds from a bank account that has no beneficiary when my spouse died without a will and the bank won’t give me information? – North Carolina Short Answer In North Carolina, a bank account that was only in a deceased spouse’s name and has no payable-on-death (beneficiary) designation is…

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Probate Q&A Series ·

If the home was deeded to both spouses with survivorship, is it outside the estate, and how do we update the tax records and proceed with a sale? NC

If the home was deeded to both spouses with survivorship, is it outside the estate, and how do we update the tax records and proceed with a sale? – North Carolina Short Answer Often yes. In North Carolina, if spouses held the home with a survivorship form of ownership (most commonly tenancy by the entirety),…

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Probate Q&A Series ·

What rights does a long‑term, unmarried partner have to remain in the home and continue using jointly titled property when the other partner dies without a will? NC

What rights does a long‑term, unmarried partner have to remain in the home and continue using jointly titled property when the other partner dies without a will? – North Carolina Short Answer In North Carolina, an unmarried partner generally does not inherit anything when the other partner dies without a will. Whether the surviving partner…

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Do we also need adult guardianship, supported decision-making, or powers of attorney when our child reaches 18, and how do those interact with the trust? NC

Do we also need adult guardianship, supported decision-making, or powers of attorney when our child reaches 18, and how do those interact with the trust? – North Carolina Short Answer Often, yes. In North Carolina, when a child turns 18, parents generally no longer have automatic legal authority to access medical information, make health care…

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Can the property taxes and upkeep I’ve paid be credited toward any buyout amount or settlement? NC

Can the property taxes and upkeep I’ve paid be credited toward any buyout amount or settlement? – North Carolina Short Answer Often, yes. In North Carolina, when family members co-own a home, a co-owner who pays necessary carrying costs like property taxes (and sometimes insurance or necessary repairs) can usually ask for an “accounting” so…

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Real Estate Q&A Series ·

Can I bring a partition action to force a sale or division if co1owners won1t cooperate and one person has lifetime rights to the house? NC

Can I bring a partition action to force a sale or division if co1owners won1t cooperate and one person has lifetime rights to the house? – North Carolina Short Answer Yes. In North Carolina, a co-owner can file a partition case when other co-owners refuse to cooperate, and the court can order either a physical…

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Probate Q&A Series ·

Who is allowed to request estate account records — the personal representative, the attorney, or heirs? NC

Who is allowed to request estate account records — the personal representative, the attorney, or heirs? – North Carolina Short Answer In North Carolina, the person with clear legal authority to request estate bank account records is the court-appointed personal representative (executor or administrator) acting under issued Letters. The personal representative’s attorney can usually request…

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Probate Q&A Series ·

How can I clear title and sell a house co-owned with a deceased relative when I can’t find all of that relative’s heirs? NC

How can I clear title and sell a house co-owned with a deceased relative when I can’t find all of that relative’s heirs? – North Carolina Short Answer In North Carolina, clearing title to sell a house that was co-owned with a deceased relative usually requires a court-supervised probate or real-property special proceeding that brings…

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Probate Q&A Series ·

How do I verify that the organization asking about the estate is legitimate before sharing any details? NC

How do I verify that the organization asking about the estate is legitimate before sharing any details? – North Carolina Short Answer Under North Carolina probate practice, a personal representative should confirm both the identity and legal interest of any organization before sharing estate information. This usually means independently verifying the agency’s name and contact…

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Attorney Jared Pierce
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