Probate Q&A Series

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Probate Q&A Series ·

What documents should be shared between attorneys to get on the same page in a multi-state estate administration? – NC

What documents should be shared between attorneys to get on the same page in a multi-state estate administration? – NC Short Answer In a multi-state estate administration, the attorneys usually need to exchange the core probate papers from each jurisdiction so both offices are working from the same record. In North Carolina, that often means…

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Probate Q&A Series ·

How do I handle a situation where a disinherited relative allegedly took assets or owes money to the estate—do I have to pursue repayment as part of administration? – NC

How do I handle a situation where a disinherited relative allegedly took assets or owes money to the estate—do I have to pursue repayment as part of administration? – NC Short Answer Usually, yes. In North Carolina, an executor must identify, gather, and protect estate assets, and that can include investigating money owed to the…

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Probate Q&A Series ·

Are there any downsides or risks to filing probate without qualification, like losing the original will during submission? – NC

Are there any downsides or risks to filing probate without qualification, like losing the original will during submission? – NC Short Answer Yes. In North Carolina, probate without qualification can be a useful way to admit a will to probate without opening a full estate, but it still requires the original will to be delivered…

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Probate Q&A Series ·

What is the difference between a joint bank account and a payable-on-death designation when someone dies? – NC

What is the difference between a joint bank account and a payable-on-death designation when someone dies? – NC Short Answer In North Carolina, a true joint bank account with right of survivorship usually passes to the surviving co-owner at death, while a payable-on-death (POD) designation pays the balance to the named beneficiary only after the…

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Probate Q&A Series ·

Where should checks made payable to a deceased person be sent so the executor can deposit them into the estate account? – NC

Where should checks made payable to a deceased person be sent so the executor can deposit them into the estate account? – NC Short Answer In North Carolina, checks payable to a deceased person are usually sent to the court-appointed personal representative handling the estate, or to that representative’s probate counsel for delivery into the…

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Probate Q&A Series ·

How do we sell a property that’s jointly owned by a surviving spouse and a deceased spouse’s children while the estate is still open? – NC

How do we sell a property that’s jointly owned by a surviving spouse and a deceased spouse’s children while the estate is still open? – NC Short Answer In North Carolina, a sale can usually move forward while the estate is still open if a personal representative has been appointed and the people who actually…

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Attorney Jared Pierce
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