Probate Q&A Series

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Probate Q&A Series ·

If my parent’s will leaves the house to me and my siblings, but my siblings died before my parent and had no children, does the house go entirely to me? nc

If my parent’s will leaves the house to me and my siblings, but my siblings died before my parent and had no children, does the house go entirely to me? – North Carolina Short Answer Often, yes—but it depends on how the will is written and whether a surviving spouse has rights that can affect…

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Probate Q&A Series ·

Can a power of attorney transfer the decedent’s primary residence to themself before death, and how do I challenge that deed if it kept the property out of probate? NC

Can a power of attorney transfer the decedent’s primary residence to themself before death, and how do I challenge that deed if it kept the property out of probate? – North Carolina Short Answer In North Carolina, an agent acting under a power of attorney (POA) generally cannot deed the principal’s house to themself as…

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Probate Q&A Series ·

How do I find out who the beneficiary is on a work life insurance policy and what should I do if the benefits company has the wrong mailing address? nc

How do I find out who the beneficiary is on a work life insurance policy and what should I do if the benefits company has the wrong mailing address? – North Carolina Short Answer In North Carolina, the fastest way to learn who is listed as beneficiary on an employer-provided (work) life insurance policy is…

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Probate Q&A Series ·

How are stocks or investment accounts handled in probate—do they get split into separate accounts for heirs, or do they have to be sold to pay debts? nc

How are stocks or investment accounts handled in probate—do they get split into separate accounts for heirs, or do they have to be sold to pay debts? – North Carolina Short Answer In North Carolina probate, stocks and investment accounts that are part of the estate do not automatically have to be sold. The estate…

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Probate Q&A Series ·

Can the executor make an early distribution of a vehicle before the creditor period ends, and what are the risks if a creditor shows up later? nc

Can the executor make an early distribution of a vehicle before the creditor period ends, and what are the risks if a creditor shows up later? – North Carolina Short Answer In North Carolina, an executor (personal representative) can sometimes make an early, partial distribution of estate property—like a vehicle—before the creditor notice period ends,…

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Probate Q&A Series ·

What can I file in probate court to show whether a bank account had rights of survivorship when the original account documents are missing? NC

What can I file in probate court to show whether a bank account had rights of survivorship when the original account documents are missing? – North Carolina Short Answer In North Carolina, the cleanest way to prove a bank account had a right of survivorship is the bank’s written account agreement (often the signature card)…

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Probate Q&A Series ·

How does the court decide whether property-related payments get reimbursed before the remaining funds are distributed? nc

How does the court decide whether property-related payments get reimbursed before the remaining funds are distributed? – North Carolina Short Answer In North Carolina, the court (usually the Clerk of Superior Court in an estate matter) generally reimburses certain property-related payments before any remaining funds are distributed, but only if the payments qualify as proper…

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Probate Q&A Series ·

How do I properly submit multi-year accountings when the official forms don’t have enough space for all entries? nc

How do I properly submit multi-year accountings when the official forms don’t have enough space for all entries? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court can require an estate or fiduciary accounting to be presented in a format the clerk can review and audit, including standardized AOC accounting forms.…

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Probate Q&A Series ·

Do I need to authorize payment from the decedent’s bank account to cover costs related to selling an estate vehicle? nc

Do I need to authorize payment from the decedent’s bank account to cover costs related to selling an estate vehicle? – North Carolina Short Answer In North Carolina, payment of estate expenses tied to selling a decedent’s vehicle (like title fees, lien payoffs, towing, or necessary repairs) generally should be authorized and paid by the…

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Probate Q&A Series ·

How can I access money that’s tied up with a company that handled the deceased person’s finances or payments? nc

How can I access money that’s tied up with a company that handled the deceased person’s finances or payments? – North Carolina Short Answer In North Carolina, most companies will not release a deceased person’s money or detailed account information until someone has legal authority to act for the estate. That authority usually comes from…

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