Probate Q&A Series

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Probate Q&A Series ·

Can I contest a beneficiary designation if I suspect my parent lacked mental capacity when making the change? – NC

Can I contest a beneficiary designation if I suspect my parent lacked mental capacity when making the change? – North Carolina Short Answer Yes. In North Carolina, a beneficiary designation on many financial accounts (including many “POD/TOD” designations) can be challenged after death if the change was made when the account owner lacked the mental…

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Probate Q&A Series ·

How do I get access to a deceased parent’s stored belongings and resolve disputes over personal property that may not be part of the probate inventory? NC

How do I get access to a deceased parent’s stored belongings and resolve disputes over personal property that may not be part of the probate inventory? – North Carolina Short Answer In North Carolina, the person with legal authority to take control of a deceased parent’s belongings is usually the court-appointed personal representative (the executor…

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Probate Q&A Series ·

Can out-of-state heirs sign a disclaimer or transfer documents remotely so they don’t have to travel? NC

Can out-of-state heirs sign a disclaimer or transfer documents remotely so they don’t have to travel? – North Carolina Short Answer Yes, in many North Carolina probate situations, out-of-state heirs can sign disclaimers and related transfer documents without traveling to North Carolina. A disclaimer of an inheritance generally must be in writing and properly filed…

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Attorney Jared Pierce
Attorney Jared Pierce
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