Probate Q&A Series

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Probate Q&A Series ·

How can a personal representative or estate representative get authorized to deal with a deceased person’s insurance account? – NC

How can a personal representative or estate representative get authorized to deal with a deceased person’s insurance account? – NC Short Answer In North Carolina, an insurer usually will not discuss account changes, cancellation, or refunds with a family member, staff member, or other caller unless that person has legal authority to act for the…

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Probate Q&A Series ·

Can I work with an English-speaking attorney in another country to help administer foreign estate property? – NC

Can I work with an English-speaking attorney in another country to help administer foreign estate property? – NC Short Answer Yes. Under North Carolina probate practice, a personal representative or estate attorney can coordinate with an English-speaking attorney in the country where the foreign property is located when that country’s local probate, inheritance, land transfer,…

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Probate Q&A Series ·

What happens if we were told a letter would be sent about Social Security funds or overpayments but nothing ever arrives? – NC

What happens if we were told a letter would be sent about Social Security funds or overpayments but nothing ever arrives? – NC Short Answer In North Carolina probate matters, nothing is resolved just because a letter was expected from Social Security. If no letter arrives, the estate usually must make a direct follow-up request…

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Probate Q&A Series ·

How can I request Social Security records for a probate matter when the beneficiary has already passed away? – NC

How can I request Social Security records for a probate matter when the beneficiary has already passed away? – NC Short Answer In North Carolina, the person usually in the best position to request Social Security information for a deceased beneficiary is the estate’s duly appointed personal representative. That person should be prepared to show…

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Probate Q&A Series ·

Are life insurance proceeds and retirement accounts part of the probate estate or handled separately? – NC

Are life insurance proceeds and retirement accounts part of the probate estate or handled separately? – NC Short Answer Usually, life insurance proceeds and retirement accounts are handled outside the probate estate in North Carolina if they name a living beneficiary. By contrast, assets owned only in the decedent’s name with no beneficiary designation generally…

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Probate Q&A Series ·

How do I get reimbursed for mortgage payments and other costs I paid to maintain estate property before it sells? – NC

How do I get reimbursed for mortgage payments and other costs I paid to maintain estate property before it sells? – NC Short Answer In North Carolina, reimbursement usually depends on whether the payments were necessary to preserve estate property, were properly documented, and can be paid without violating the estate’s claim-priority rules. An administrator…

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Attorney Jared Pierce
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