Gathering Information and Documents for Your Probate Consultation
Detailed Answer
Before you contact a probate attorney in North Carolina, collect key data and records. This step helps your attorney assess your case quickly and accurately. You’ll save time and avoid follow-up calls.
Personal and Family Information
- Full names and addresses of the decedent and heirs
- Social Security number of the decedent
- Date and place of death
Estate Planning Documents
- Original will and any codicils
- Trust documents, if any
- Powers of attorney and advance directives
Asset Records
- Real estate deeds and mortgage statements
- Bank and investment account statements
- Vehicle titles and appraisal documents
- Life insurance policies and retirement account statements
Liabilities and Taxes
- Outstanding bills and loan statements
- Credit card statements
- Recent federal and state tax returns
North Carolina law requires the personal representative to file a petition and inventory under G.S. 28A-12-1 and G.S. 28A-18-1. Preparing these documents in advance ensures compliance with deadlines and clarifies the estate’s true value.
Quick Reference List
- Original will and any codicils
- Certified death certificate
- List of heirs with contact information
- Real estate and personal property deeds
- Bank, investment, life insurance and retirement account statements
- Outstanding debt statements and recent tax returns
- Trust documents, if applicable
Next Steps
Gather these items before your first appointment to streamline the probate process. For further guidance, contact Pierce Law Group. Our attorneys have years of probate administration experience and can guide you through each step. Email us at intake@piercelaw.com or call (919) 341-7055 to schedule a consultation.
