Probate Q&A Series

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Probate Q&A Series ·

What happens if the deceased parent’s relatives try to open an estate without my signature or consent? NC

What happens if the deceased parent’s relatives try to open an estate without my signature or consent? – North Carolina Short Answer In North Carolina, a deceased parent’s relatives can sometimes start an estate case at the Clerk of Superior Court without the surviving parent’s signature. But opening an estate does not automatically give them…

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Probate Q&A Series ·

Can a credit union use the deceased’s savings to pay off the deceased’s credit-card debt before the estate is settled? NC

Can a credit union use the deceased’s savings to pay off the deceased’s credit-card debt before the estate is settled? – North Carolina Short Answer Sometimes. In North Carolina, a credit union may have a statutory lien (and related setoff rights) against a member’s shares and deposits for amounts the member owes the credit union,…

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Probate Q&A Series ·

If life insurance and a pension name a beneficiary, do those assets avoid probate and can the providers require letters of administration anyway? nc

If life insurance and a pension name a beneficiary, do those assets avoid probate and can the providers require letters of administration anyway? – North Carolina Short Answer In North Carolina, life insurance and most pension/retirement death benefits that have a valid named beneficiary are usually non‑probate assets. That means the provider typically pays the…

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Probate Q&A Series ·

Can my lawyer obtain vehicle ownership documents directly if another person has them? – nc

Can my lawyer obtain vehicle ownership documents directly if another person has them? – North Carolina Short Answer Sometimes. In North Carolina, a lawyer usually cannot simply demand another person’s vehicle title or registration documents without legal authority. If the vehicle information is needed for a court matter (including an estate), an attorney can often…

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Probate Q&A Series ·

If the person named as executor is disqualified or needs to step down, how do I transfer the executor role to someone else or have the court appoint a neutral administrator? – nc

If the person named as executor is disqualified or needs to step down, how do I transfer the executor role to someone else or have the court appoint a neutral administrator? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court (Estate Division) can replace an executor/personal representative if the person is…

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Probate Q&A Series ·

How do I confirm the updated receipt properly lists the estate disbursements, including attorney fees? nc

How do I confirm the updated receipt properly lists the estate disbursements, including attorney fees? – North Carolina Short Answer In North Carolina estate administration, an updated receipt should match the estate’s records for what was paid, when it was paid, and why it was paid—including attorney fees paid as an estate expense. Before signing,…

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Probate Q&A Series ·

Do I need any income or estate tax returns if there’s a retirement account with no beneficiary and withholdings? NC

Do I need any income or estate tax returns if there’s a retirement account with no beneficiary and withholdings? – North Carolina Short Answer In North Carolina, a retirement account with no living beneficiary typically becomes a probate estate asset, and distributions from that account are usually taxable income when received. That often means at…

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Attorney Jared Pierce
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