Pierce Law Group | Estate Administration Lawyers North Carolina
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Do joint or beneficiary accounts go in the final estate accounting? | NC

Pierce Law Group

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Q: If most accounts were joint or had beneficiaries, do I still need to include them in the final estate accounting? A: Usually, no—because the final estate accounting generally reports what the probate estate actually received, held, and paid out under the Personal Representative’s control. Joint accounts with a right of survivorship, and accounts with valid payable on death, transfer on death,…

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