What documents prove an investment account must go through probate? | NC

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Q: What documents does the probate court typically require to show an investment account must pass through probate? A: Usually, the probate court does not require a special proof packet just to decide this. In practice, you show the account is a probate asset by showing how it is titled and whether it has a transfer on death or pay on death beneficiary who survived. The most common documents are…