Probate Q&A Series

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Probate Q&A Series ·

What happens if I cancel a deceased relative’s insurance policy without being the executor or personal representative? nc

What happens if I cancel a deceased relative’s insurance policy without being the executor or personal representative? – North Carolina Short Answer In North Carolina, an insurance company will usually treat the executor or court-appointed personal representative as the person with legal authority to make changes to a deceased person’s policy or to handle policy-owned…

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Probate Q&A Series ·

Do both co-administrators have to sign the notice-to-creditors form, and does it need to be notarized? nc

Do both co-administrators have to sign the notice-to-creditors form, and does it need to be notarized? – North Carolina Short Answer In most North Carolina estates, the notice to creditors is signed by the personal representative(s) who are giving the notice. When there are co-administrators (co-personal representatives), the safest practice is for both to sign…

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Probate Q&A Series ·

If I have text messages suggesting a will was destroyed, do I have a legal duty to report or disclose that during the estate process? nc

If I have text messages suggesting a will was destroyed, do I have a legal duty to report or disclose that during the estate process? – North Carolina Short Answer In North Carolina, there is no single, universal “reporting” form that automatically must be filed just because text messages suggest a will was destroyed. But…

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Probate Q&A Series ·

If a beneficiary named in the will died before the person who made the will, can that beneficiary’s child inherit in their place? nc

If a beneficiary named in the will died before the person who made the will, can that beneficiary’s child inherit in their place? – North Carolina Short Answer Often, yes. In North Carolina, if a will beneficiary died before the person who made the will (the “testator”), the beneficiary’s children (or other “issue”) may take…

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Probate Q&A Series ·

How do I get auto-loan statements or an account history for a deceased person during probate? nc

How do I get auto-loan statements or an account history for a deceased person during probate? – North Carolina Short Answer In North Carolina, the person with legal authority to act for the estate (the executor or administrator, also called the “personal representative”) typically requests auto-loan statements and account history directly from the lender using…

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Probate Q&A Series ·

Do both co-administrators have to sign the probate filing before it can be accepted by the court? nc

Do both co-administrators have to sign the probate filing before it can be accepted by the court? – North Carolina Short Answer Often, yes. In North Carolina, when two people are applying to be appointed together as co-administrators (joint personal representatives), the Clerk of Superior Court commonly expects both applicants to sign the application and…

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Probate Q&A Series ·

What happens if I finish probate without recording deeds—can it cause title problems later when the beneficiaries try to sell or refinance? nc

What happens if I finish probate without recording deeds—can it cause title problems later when the beneficiaries try to sell or refinance? – North Carolina Short Answer Yes. In North Carolina, closing an estate does not automatically update the county land records, and an unrecorded transfer can create a “break” in the chain of title…

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Probate Q&A Series ·

If there is no will, can one sibling be appointed as the estate administrator without notifying me, and what do I need to do to protect my right to serve? nc

If there is no will, can one sibling be appointed as the estate administrator without notifying me, and what do I need to do to protect my right to serve? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court appoints an estate “administrator” (also called a personal representative) when someone dies…

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Probate Q&A Series ·

What can I do if the executor or trustee isn’t sharing information, isn’t listing all heirs, or isn’t handling the estate and trust fairly? nc

What can I do if the executor or trustee isn’t sharing information, isn’t listing all heirs, or isn’t handling the estate and trust fairly? – North Carolina Short Answer In North Carolina, an executor (personal representative) and a trustee are fiduciaries. That means they must act in good faith and handle the estate or trust…

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Probate Q&A Series ·

How does a possible wrongful-death settlement affect the probate process? nc

How does a possible wrongful-death settlement affect the probate process? – North Carolina Short Answer In North Carolina, a wrongful-death settlement is handled by the estate’s personal representative, but the proceeds are generally not probate estate assets and are not distributed through the normal creditor-claims process. Instead, the personal representative must keep wrongful-death funds separate,…

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Probate Q&A Series ·

Can I still get a personal representative commission if I already agreed to waive it as part of an early distribution agreement? nc

Can I still get a personal representative commission if I already agreed to waive it as part of an early distribution agreement? – North Carolina Short Answer Sometimes, but it is usually difficult once a written waiver was part of the deal that allowed early distributions. In North Carolina, a personal representative’s commission is not…

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Probate Q&A Series ·

How can I request a decedent’s tax forms like 1099s from a brokerage for estate administration? nc

How can I request a decedent’s tax forms like 1099s from a brokerage for estate administration? – North Carolina Short Answer In North Carolina, a brokerage will usually release a decedent’s year-end tax forms (like 1099s) and account records only to the court-appointed personal representative (executor/administrator) or someone acting with that representative’s written authority. The…

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Probate Q&A Series ·

What can I do if my co-administrator isn’t being transparent about estate assets? nc

What can I do if my co-administrator isn’t being transparent about estate assets? – North Carolina Short Answer In North Carolina, a co-administrator who is not sharing information can create real risk for missed filings, incomplete inventories, and improper distributions. The main practical options are (1) document a clear written request for records and cooperation,…

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Attorney Jared Pierce
Attorney Jared Pierce
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