Back to the article
Video guide
Is a deceased person’s insurance balance part of the estate? | NC
About this video
Q: How can I find out whether a balance owed to or by a deceased person's insurance account is part of the estate? A: Start by confirming the account’s legal status at the date of death. The personal representative, or someone authorized by the personal representative, should ask the insurance agency for a written account ledger, refund statement, final invoice, or policy status letter. The…