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Do I Have to Open Full Probate for a Retirement Account? | NC

Pierce Law Group

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Q: Do I have to open a full probate estate if the only remaining asset is a retirement account that will only pay to an estate? A: Not always... If the retirement account has no living beneficiary and will only pay the estate, it is usually a probate asset. But that does not always mean you need a full estate administration. If the surviving spouse is the sole heir or sole devisee, a summary…

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