Probate Q&A Series

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Probate Q&A Series ·

What information does the court require to process a request for a substitute personal representative? – NC

What information does the court require to process a request for a substitute personal representative? – North Carolina Short Answer In North Carolina, the Clerk of Superior Court generally needs a sworn filing that identifies the estate, explains why the current personal representative cannot continue (such as incapacity), and shows who should be appointed next…

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Probate Q&A Series ·

What happens if the estate is insolvent—do unsecured credit card debts still have to be paid, and in what order? – NC

What happens if the estate is insolvent—do unsecured credit card debts still have to be paid, and in what order? – North Carolina Short Answer In North Carolina, an insolvent estate does not pay unsecured credit card debt “first,” and it often does not pay it in full. The personal representative must pay higher-priority items…

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Probate Q&A Series ·

What documents should I include to support a medical billing claim to an estate, such as proof of services, a death certificate, or account statements? NC

What documents should I include to support a medical billing claim to an estate, such as proof of services, a death certificate, or account statements? – North Carolina Short Answer In North Carolina, a medical provider (or an estate representative paying a medical bill as a creditor claim) should keep enough documentation to show (1)…

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Probate Q&A Series ·

How do I obtain full transaction histories and closing statements for all accounts held by the decedent, including unusual accounts like a subscriber equity interest? NC

How do I obtain full transaction histories and closing statements for all accounts held by the decedent, including unusual accounts like a subscriber equity interest? – North Carolina Short Answer In North Carolina, a personal representative usually obtains full transaction histories and closing statements by sending a written records request to each financial institution or…

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Probate Q&A Series ·

How do I transfer a deceased parent’s car title and reopen bank accounts through the small estate process? NC

How do I transfer a deceased parent’s car title and reopen bank accounts through the small estate process? – North Carolina Short Answer In North Carolina, a deceased person’s car title and certain bank accounts can often be handled without a full estate administration by using a “collection by affidavit” small estate filing with the…

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Probate Q&A Series ·

How do I prepare and send a letter of testimony to satisfy a healthcare provider’s estate department requirements? NC

How do I prepare and send a letter of testimony to satisfy a healthcare provider’s estate department requirements? – North Carolina Short Answer In North Carolina, a healthcare provider will usually ask for written proof that an executor (personal representative) has authority to act for a deceased patient before releasing records or discussing billing. A…

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